iShares Core S&P 500 ETF $IVV is Williams Financial LLC’s 2nd Largest Position

Williams Financial LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.7% in the 2nd quarter, Holdings Channel.com reports. The fund owned 34,425 shares of the ETF’s stock after acquiring an additional 1,560 shares during the quarter. iShares Core S&P 500 ETF comprises about 13.3% of Williams Financial LLC’s holdings, making the stock its 2nd largest position. Williams Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $25,781,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of IVV. Northwestern Mutual Wealth Management Co. raised its position in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after purchasing an additional 421,146 shares during the last quarter. Marshall Wace LLP grew its position in iShares Core S&P 500 ETF by 17.9% during the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the last quarter. Creative Planning grew its position in iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE increased its stake in iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares during the period. Finally, Corient Private Wealth LLC increased its stake in 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 valued at $11,935,288,000 after purchasing an additional 13,946,081 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $768.81 on Thursday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $783.09. The stock has a market capitalization of $893.01 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day simple moving average of $759.01 and a 200-day simple moving average of $726.01.

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.