Heritage Investment Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 111,150 shares of the company’s stock after acquiring an additional 2,610 shares during the quarter. iShares Core S&P 500 ETF makes up 11.6% of Heritage Investment Group Inc.’s investment portfolio, making the stock its 2nd biggest holding. Heritage Investment Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $76,131,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. Decker Retirement Planning Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $29,000. Palouse Capital Management Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $38,000. Imprint Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter worth $39,000. Dorato Capital Management acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $55,000. Finally, Maryland Capital Advisors Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 681.8% during the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after purchasing an additional 75 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
Shares of NYSEARCA:IVV opened at $724.01 on Friday. The firm has a market cap of $799.49 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average is $681.91 and its 200-day moving average is $683.82. iShares Core S&P 500 ETF has a 52 week low of $558.69 and a 52 week high of $728.25.
More iShares Core S&P 500 ETF News
- Positive Sentiment: Tech earnings and momentum are lifting the S&P 500, which extended its longest weekly winning streak recently — a direct tailwind for IVV as it tracks the index. S&P 500 Extends Longest Weekly Winning Streak Since Late 2024
- Positive Sentiment: Analysts lifted S&P 500 earnings expectations after big-tech results, pointing to the sharpest quarterly profit growth in years — supports higher index valuations and ETF flows. S&P 500 profit eyes sharpest quarterly growth in four years after Big Tech results
- Positive Sentiment: The S&P 500 capped a historic April and hit fresh record highs, with commentators noting momentum could continue — favorable for passive ETFs like IVV that mirror index gains. Markets shrug off oil volatility to end April at record high
- Positive Sentiment: Market breadth and sentiment metrics remain bullish (fear-and-greed in “greed”), reinforcing momentum-driven inflows into large-cap index funds such as IVV. S&P 500 Settles Above 7,200: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone
- Neutral Sentiment: Index rules are being reconsidered ahead of huge IPOs (SpaceX, OpenAI) — potential future additions could reshape index composition and flows, but timing and impact are uncertain. SpaceX and OpenAI Stocks in the S&P 500? It May Happen Sooner Than You Think.
- Neutral Sentiment: Some intraday divergence existed (Dow lagged while Nasdaq surged), reflecting sector rotation that can cause short-term noise in IVV even as the index closes higher. Dow slips 152 pts as S&P 500 hits record high, Apple lifts Nasdaq
- Negative Sentiment: Geopolitical tensions and oil-price volatility remain upside risks to equities; renewed risk-off could pressure IVV despite current momentum. Markets shrug off oil volatility to end April at record high
- Negative Sentiment: Comments from a Fed nominee about reducing the Fed’s balance sheet raise the possibility of tighter financial conditions, a longer-term headwind for equities if implemented aggressively. Stock Market Investors Just Got Bad News From Fed Chair Nominee Kevin Warsh
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.
Further Reading
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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