Swmg LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 159,464 shares of the ETF’s stock after buying an additional 8,461 shares during the period. iShares Core S&P 500 ETF makes up 26.8% of Swmg LLC’s investment portfolio, making the stock its largest holding. Swmg LLC’s holdings in iShares Core S&P 500 ETF were worth $122,374,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Olistico Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the third quarter valued at $25,000. Punch & Associates Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the last quarter. Sawyer & Company Inc purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter worth about $28,000. Montgomery Financial Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the second quarter worth about $32,000. Finally, Virginia Estate & Retirement Planning Advisors Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $32,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Performance
IVV opened at $773.25 on Wednesday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The stock has a market capitalization of $886.61 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $770.91 and its 200-day simple moving average is $730.71.
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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