iShares Core S&P 500 ETF $IVV Holdings Boosted by Sovereign Investment Advisors LLC

Sovereign Investment Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 90,638 shares of the company’s stock after purchasing an additional 8,266 shares during the period. iShares Core S&P 500 ETF accounts for 15.5% of Sovereign Investment Advisors LLC’s holdings, making the stock its biggest position. Sovereign Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $62,081,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $331,591,000. Bison Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP lifted its stake in shares of iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after buying an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after buying an additional 97 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 1.5%

NYSEARCA:IVV opened at $756.35 on Tuesday. The company’s 50-day moving average price is $727.36 and its 200-day moving average price is $698.97. The company has a market cap of $835.20 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00.

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.