VeraBank N.A. grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 49,032 shares of the company’s stock after buying an additional 2,640 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 6.1% of VeraBank N.A.’s holdings, making the stock its 3rd biggest holding. VeraBank N.A.’s holdings in iShares Core S&P 500 ETF were worth $33,584,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in IVV. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP increased its position in shares of 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 worth $4,340,000 after purchasing an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. increased its position in shares of 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 worth $5,250,000 after purchasing an additional 97 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 Down 1.6%
Shares of iShares Core S&P 500 ETF stock opened at $728.92 on Thursday. The stock has a market capitalization of $804.91 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50-day simple moving average of $721.91 and a 200 day simple moving average of $697.35. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.
Key Headlines Impacting iShares Core S&P 500 ETF
- 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?
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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