Claro Advisors Inc. lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,048 shares of the ETF’s stock after buying an additional 1,333 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.6% of Claro Advisors Inc.’s holdings, making the stock its 12th biggest holding. Claro Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $16,885,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also recently modified their holdings of IVV. Telos Capital Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 0.9% during the third quarter. Telos Capital Management Inc. now owns 20,450 shares of the ETF’s stock worth $15,662,000 after buying an additional 173 shares during the last quarter. Gutierrez Wealth Advisory LLC grew its stake in shares of iShares Core S&P 500 ETF by 7.6% in the 3rd quarter. Gutierrez Wealth Advisory LLC now owns 1,562 shares of the ETF’s stock valued at $1,196,000 after purchasing an additional 111 shares during the last quarter. Paulson Wealth Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.9% during the third quarter. Paulson Wealth Management Inc. now owns 4,066 shares of the ETF’s stock worth $3,114,000 after purchasing an additional 38 shares during the period. Valtinson Bruner Financial Planning LLC increased its stake in iShares Core S&P 500 ETF by 27.2% in the 3rd quarter. Valtinson Bruner Financial Planning LLC now owns 538 shares of the ETF’s stock valued at $412,000 after buying an additional 115 shares during the period. Finally, Inscription Capital LLC raised its position in iShares Core S&P 500 ETF by 48.5% during the 3rd quarter. Inscription Capital LLC now owns 1,846 shares of the ETF’s stock worth $1,413,000 after buying an additional 603 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.
Key iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
- Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
- Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
- Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
- Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?
iShares Core S&P 500 ETF Stock Performance
About iShares Core S&P 500 ETF
iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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