Cape ANN Savings Bank Has $12.39 Million Stake in iShares Core S&P 500 ETF $IVV

Cape ANN Savings Bank lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% during the third quarter, Holdings Channel reports. The fund owned 18,513 shares of the company’s stock after selling 1,089 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 6.6% of Cape ANN Savings Bank’s investment portfolio, making the stock its 3rd largest position. Cape ANN Savings Bank’s holdings in iShares Core S&P 500 ETF were worth $12,391,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IVV. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth $331,591,000. Bison Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 24.0% in the fourth 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 during the period. Wealth Preservation Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 1st quarter valued at about $76,000. BNP Paribas Financial Markets grew its position in iShares Core S&P 500 ETF by 54.0% in the 1st quarter. BNP Paribas Financial Markets now owns 2,174,209 shares of the company’s stock valued at $1,221,688,000 after buying an additional 762,802 shares in the last quarter. Finally, Okabena Investment Services Inc. increased its stake in iShares Core S&P 500 ETF by 4.5% during the 1st quarter. Okabena Investment Services Inc. now owns 14,596 shares of the company’s stock valued at $8,201,000 after buying an additional 633 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

Key Stores Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 hitting fresh record closes and momentum across US large caps supports IVV as it tracks the index — bullish market breadth and investor sentiment are lifting the ETF. Article Title
• Positive Sentiment: “Magnificent Seven” / Nvidia strength is driving index leadership; renewed tech gains lift the S&P 500 cap-weighted ETF performance. Article Title
• Positive Sentiment: Short interest in IVV declined sharply in December (~21% drop to ~8.2M shares), reducing a layer of potential selling pressure and supporting upside. (Short-interest data)
• Neutral Sentiment: Holiday-shortened trading and lower volumes are in effect — market moves can be amplified on thin liquidity, so today’s move may be less indicative of durable trend. Article Title
• Neutral Sentiment: Technical commentators are pointing to continued upside (S&P 500 approaching higher targets), which keeps momentum trades intact but increases sensitivity to profit-taking. Article Title
• Negative Sentiment: The Fed’s warning about potential tariff-driven job losses and trade risks poses macro downside — if tariffs or trade tensions escalate, cyclicals and risk assets could be pressured, weighing on IVV. Article Title
• Negative Sentiment: Near-term futures slipped on Christmas Eve and there are geopolitical headlines (troop movements) that could add volatility and temporarily drag on risk assets. Article Title

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $693.39 on Friday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $693.86. The firm has a market capitalization of $727.71 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50 day simple moving average is $680.84 and its 200 day simple moving average is $654.61.

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.