Boston Research & Management Inc. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,827 shares of the company’s stock after purchasing an additional 2,403 shares during the quarter. iShares Core S&P 500 ETF comprises 5.0% of Boston Research & Management Inc.’s investment portfolio, making the stock its biggest position. Boston Research & Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $21,799,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Smithbridge Asset Management Inc. DE raised its stake in iShares Core S&P 500 ETF by 83.3% in the fourth quarter. Smithbridge Asset Management Inc. DE now owns 4,468 shares of the company’s stock valued at $3,060,000 after purchasing an additional 2,031 shares in the last quarter. M Holdings Securities Inc. raised its stake in iShares Core S&P 500 ETF by 26.0% in the fourth quarter. M Holdings Securities Inc. now owns 101,277 shares of the company’s stock valued at $69,369,000 after purchasing an additional 20,927 shares in the last quarter. Signet Private Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $19,421,000. VeraBank N.A. raised its stake in iShares Core S&P 500 ETF by 5.7% in the fourth quarter. VeraBank N.A. now owns 49,032 shares of the company’s stock valued at $33,584,000 after purchasing an additional 2,640 shares in the last quarter. Finally, Zions Bancorporation National Association UT raised its stake in iShares Core S&P 500 ETF by 21.9% in the fourth quarter. Zions Bancorporation National Association UT now owns 475,585 shares of the company’s stock valued at $325,747,000 after purchasing an additional 85,531 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Down 1.6%
Shares of NYSEARCA IVV opened at $728.92 on Thursday. The company has a market cap of $804.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $594.71 and a 12 month high of $764.00. The stock has a 50-day moving average price of $721.91 and a two-hundred day moving average price of $697.35.
Key Stories 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?
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.
See Also
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