Truepoint Inc. raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.7% during the fourth quarter, Holdings Channel reports. The firm owned 682,349 shares of the company’s stock after buying an additional 17,985 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 10.5% of Truepoint Inc.’s portfolio, making the stock its 3rd biggest position. Truepoint Inc.’s holdings in iShares Core S&P 500 ETF were worth $467,368,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after buying an additional 409,816 shares during the period. Marshall Wace LLP lifted its holdings in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after buying an additional 6,101,936 shares during the period. Creative Planning lifted its holdings in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after buying an additional 505,293 shares during the period. Nisa Investment Advisors LLC boosted its position in iShares Core S&P 500 ETF by 40.6% during the 4th quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock valued at $11,513,474,000 after acquiring an additional 4,854,227 shares in the last quarter. Finally, PNC Financial Services Group Inc. boosted its position in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. PNC Financial Services Group Inc. now owns 15,763,521 shares of the company’s stock valued at $10,797,066,000 after acquiring an additional 310,464 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Stock Performance
IVV stock opened at $728.92 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $594.71 and a fifty-two week high of $764.00. The company has a market capitalization of $804.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s 50 day moving average price is $721.91 and its two-hundred day moving average price is $697.35.
iShares Core S&P 500 ETF News Summary
- 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 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
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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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