iShares Core S&P 500 ETF $IVV is Whittier Trust Co. of Nevada Inc.’s 7th Largest Position

Whittier Trust Co. of Nevada Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 159,791 shares of the company’s stock after acquiring an additional 3,818 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.3% of Whittier Trust Co. of Nevada Inc.’s holdings, making the stock its 7th largest position. Whittier Trust Co. of Nevada Inc.’s holdings in iShares Core S&P 500 ETF were worth $111,037,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $331,591,000. Bison Wealth LLC raised its holdings in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. raised its holdings in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after acquiring an additional 45 shares during the last quarter. First Trust Advisors LP raised its stake in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after buying an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. raised its stake in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 1.2%

Shares of IVV opened at $713.36 on Friday. The firm has a market cap of $782.02 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a fifty day simple moving average of $677.33 and a two-hundred day simple moving average of $681.17. iShares Core S&P 500 ETF has a 1-year low of $510.83 and a 1-year high of $715.66.

More iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Broad-market tailwinds: S&P 500 hit fresh record highs after a reported Israel–Lebanon ceasefire and investor sentiment moved further into the “Greed” zone, supporting demand for S&P 500 exposure like IVV. S&P 500 Hits New Record High Amid Lebanon Ceasefire
• Positive Sentiment: Sector rotation supporting the index: plunging oil prices boosted travel and airlines (United, Royal Caribbean led gains), which helps IVV’s cyclical components and is contributing to today’s upside. United and Royal Caribbean Lead the S&P 500 Today. Travel Stocks Surge as Oil Prices Plunge.
• Positive Sentiment: Institutional flows: a disclosure shows BCS Wealth Management materially increased its IVV holdings in Q4, a sign of continued institutional demand for S&P 500 ETF exposure. iShares Core S&P 500 ETF $IVV Shares Acquired by BCS Wealth Management
• Neutral Sentiment: Near-term consolidation possible: futures have paused near highs as headlines (geopolitics, big earnings, tech moves) create mixed intraday signals—this can produce rangebound trading for IVV even while the trend is up. S&P 500 Futures: Pause Near Highs as Trump Signals Iran Progress, Netflix Slides
• Negative Sentiment: Elevated technical and seasonal risk: technical analysts warn the S&P rally is behaving like an “irregular B‑wave” (or late 5th wave) and seasonality often turns around April 18—signals investors should watch for exhaustion or a pullback that would hit IVV. S&P 500 Extends Irregular B‑Wave Rally Toward Key 7120 Level
• Negative Sentiment: Rising short interest: a report flags a notable increase in short interest in IVV, which can amplify volatility on any downside moves and signal some traders positioning for a pullback. iShares Core S&P 500 ETF (NYSEARCA:IVV) Sees Significant Increase in Short Interest

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.