iShares Core S&P 500 ETF $IVV is NewEdge Advisors LLC’s 4th Largest Position

NewEdge Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 879,831 shares of the ETF’s stock after acquiring an additional 76,462 shares during the period. iShares Core S&P 500 ETF comprises about 2.1% of NewEdge Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. NewEdge Advisors LLC owned approximately 0.08% of iShares Core S&P 500 ETF worth $574,714,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Belpointe Asset Management LLC grew its holdings in iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Atria Investments Inc lifted its stake in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after buying an additional 30,777 shares during the last quarter. M&T Bank Corp lifted its stake in shares of iShares Core S&P 500 ETF by 0.8% in the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after buying an additional 10,723 shares during the last quarter. FDx Advisors Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after buying an additional 4,051 shares during the period. Finally, Cornerstone Planning Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 55.6% during the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after buying an additional 6,417 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 0.2%

NYSEARCA:IVV opened at $773.36 on Thursday. The firm has a market capitalization of $898.30 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $631.19 and a 1 year high of $780.64. The firm’s fifty day simple moving average is $749.43 and its 200 day simple moving average is $714.75.

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.