Dorsey & Whitney Trust CO LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 63,940 shares of the company’s stock after selling 1,061 shares during the quarter. iShares Core S&P 500 ETF comprises about 2.3% of Dorsey & Whitney Trust CO LLC’s portfolio, making the stock its 6th biggest position. Dorsey & Whitney Trust CO LLC’s holdings in iShares Core S&P 500 ETF were worth $43,795,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds have also modified their holdings of IVV. Marshall Wace LLP grew its stake in shares of iShares Core S&P 500 ETF by 28.5% during the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after purchasing an additional 6,101,936 shares during the last quarter. Allianz Asset Management GmbH grew its stake in shares of iShares Core S&P 500 ETF by 242.8% during the fourth quarter. Allianz Asset Management GmbH now owns 8,324,104 shares of the company’s stock valued at $5,701,512,000 after purchasing an additional 5,895,837 shares during the last quarter. Nisa Investment Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 40.6% during the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock valued at $11,513,474,000 after purchasing an additional 4,854,227 shares during the last quarter. Eisler Capital Management Ltd. grew its stake in shares of iShares Core S&P 500 ETF by 346.1% during the third quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock valued at $3,305,308,000 after purchasing an additional 3,850,500 shares during the last quarter. Finally, Capula Management Ltd grew its stake in shares of iShares Core S&P 500 ETF by 36.3% during the third quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock valued at $6,983,724,000 after purchasing an additional 2,776,225 shares during the last quarter. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Price Performance
IVV opened at $728.92 on Thursday. iShares Core S&P 500 ETF has a one year low of $594.71 and a one year high of $764.00. The company’s 50 day simple moving average is $721.91 and its 200-day simple moving average is $697.35. The stock has a market capitalization of $804.91 billion, a P/E ratio of 25.10 and a beta of 1.00.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: Long-term bullish commentary argues that investing in the S&P 500 at record highs has historically still produced strong returns, reinforcing the case for staying invested in IVV through volatility. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
- Neutral Sentiment: The S&P 500 remains supported by AI-led earnings strength, but elevated valuations and geopolitical uncertainty are keeping investors cautious about near-term upside for broad-market ETFs like IVV. Guide to the S&P 500 ETF Investing
- Neutral Sentiment: ETFs continue to face competition from active products, but the trend also highlights sustained investor demand for low-cost passive funds such as IVV. Fees Matter: The Power of Passive ETFs
- Negative Sentiment: U.S. stocks were pressured by Iran-related tensions, inflation running above 4%, and a sell-off in chip shares, which weighs on the S&P 500 and therefore IVV. S&P 500 Index: Iran Threats, 4% Inflation and Chip Rout Sink Stocks
- Negative Sentiment: Recent market commentary warned that a growing share of bear-market indicators are flashing, raising concerns that stocks may be near a cyclical peak and pressuring broad equity exposure. S&P500 and Nasdaq 100: US Stocks Forecast Hinges on CPI and Iran Risks
- Negative Sentiment: Another warning note from Bank of America said investors should consider taking profits as multiple red flags suggest the market could be approaching a top, adding to caution around IVV. Banking giant warns investors to take profits amid ‘too many red flags’
- Negative Sentiment: The S&P 500 recently had an unusually sharp pullback after an extended run without a 2% daily drop, signaling that volatility has returned to the market. A Closer Look at an Unusual S&P 500 Pullback
- Negative Sentiment: Futures strength from a chip rebound was offset by ongoing Middle East risks and key support levels being watched closely, underscoring fragile sentiment for the S&P 500. S&P500: Chip Rally Lifts Futures, but Can Bulls Hold Key Support?
iShares Core S&P 500 ETF Company Profile
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.
Further Reading
- Five stocks we like better than iShares Core S&P 500 ETF
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