iShares Core S&P 500 ETF $IVV Shares Acquired by Klingman & Associates LLC

Klingman & Associates LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.4% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 526,701 shares of the ETF’s stock after acquiring an additional 12,506 shares during the period. iShares Core S&P 500 ETF makes up approximately 16.5% of Klingman & Associates LLC’s investment portfolio, making the stock its largest holding. Klingman & Associates LLC’s holdings in iShares Core S&P 500 ETF were worth $344,046,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of IVV. Belpointe Asset Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock worth $27,239,000 after acquiring an additional 1,700 shares in the last quarter. Hubbell Strickland Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the ETF’s stock worth $27,172,000 after purchasing an additional 792 shares in the last quarter. Atria Investments Inc grew its position in iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after purchasing an additional 30,777 shares in the last quarter. M&T Bank Corp increased its stake in iShares Core S&P 500 ETF by 0.8% in the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after buying an additional 10,723 shares during the last quarter. Finally, FDx Advisors Inc. lifted its position in shares of iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after buying an additional 4,051 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $741.62 on Friday. The company has a market capitalization of $868.47 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $622.31 and a 52-week high of $764.00. The company has a 50-day simple moving average of $748.47 and a 200 day simple moving average of $711.12.

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.