iShares Core S&P 500 ETF $IVV is Eagle Bay Advisors LLC’s 6th Largest Position

Eagle Bay Advisors LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,823 shares of the company’s stock after selling 1,055 shares during the quarter. iShares Core S&P 500 ETF makes up 2.8% of Eagle Bay Advisors LLC’s investment portfolio, making the stock its 6th largest position. Eagle Bay Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $3,150,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Anchor Investment Management LLC increased its position in iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares during the period. Wealth Effects LLC lifted its position in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC boosted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management boosted its stake in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after buying an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $748.43 on Friday. The company has a market cap of $887.34 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $742.39 and a 200 day simple moving average of $704.53. iShares Core S&P 500 ETF has a fifty-two week low of $620.85 and a fifty-two week high of $764.00.

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.