iShares Core S&P 500 ETF $IVV Stock Holdings Increased by Bath Savings Trust Co

Bath Savings Trust Co lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,916 shares of the ETF’s stock after purchasing an additional 1,300 shares during the quarter. Bath Savings Trust Co’s holdings in iShares Core S&P 500 ETF were worth $4,531,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Corient Private Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after acquiring an additional 13,946,081 shares during the period. Capula Management Ltd increased its stake in shares of iShares Core S&P 500 ETF by 1,374.6% in the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock valued at $5,940,934,000 after purchasing an additional 8,478,226 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 25.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock valued at $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Millennium Management LLC raised its holdings in iShares Core S&P 500 ETF by 93.3% in the 4th quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock worth $9,927,711,000 after purchasing an additional 6,995,145 shares during the period. Finally, Allianz Asset Management GmbH raised its holdings in iShares Core S&P 500 ETF by 242.8% in the 4th quarter. Allianz Asset Management GmbH now owns 8,324,104 shares of the ETF’s stock worth $5,701,512,000 after purchasing an additional 5,895,837 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

More iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Analysts expect S&P 500 earnings growth of nearly 30% year over year in the third quarter, while Deutsche Bank forecasts growth as high as 34%—well above consensus. Continued artificial-intelligence demand and a cyclical recovery could support further gains across IVV’s holdings. Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
• Positive Sentiment: The S&P 500 recently reached a record high as technology and AI-related stocks advanced, while Treasury yields eased from recent highs. This remains a supportive backdrop for IVV, whose largest positions include major technology companies. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
• Neutral Sentiment: Investor sentiment has improved into the neutral zone, and futures have remained near record levels. However, markets are awaiting Federal Reserve meeting minutes and additional third-quarter earnings for confirmation that the rally can continue. Stock Market: Will S&P 500 Open Up or Down Today?
• Negative Sentiment: Concentration risk is increasing: NVIDIA, Apple and Microsoft now represent roughly 21% of the S&P 500. Any pullback in these heavily weighted stocks could disproportionately pressure IVV, even if the broader market remains stable. Three Stocks Are Now 21% of the S&P 500, the Most Ever
• Negative Sentiment: Higher Treasury yields, rising oil prices and renewed U.S.-Iran geopolitical tensions could weigh on valuations and increase volatility. Several mega-cap technology stocks also appear overbought after their recent rally. Stock Market Today: S&P 500, Nasdaq Futures Hover Near Record Highs

iShares Core S&P 500 ETF Stock Down 0.3%

Shares of IVV stock traded down $1.96 during trading hours on Wednesday, hitting $780.58. 3,644,072 shares of the company’s stock were exchanged, compared to its average volume of 7,929,292. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The firm has a market cap of $897.20 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50 day moving average of $769.24 and a two-hundred day moving average of $740.72.

About iShares Core S&P 500 ETF

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.