Whittier Trust Co. Has $286.72 Million Stake in iShares Core S&P 500 ETF $IVV
by Teresa Graham · The Cerbat GemWhittier Trust Co. raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 426,405 shares of the company’s stock after acquiring an additional 2,558 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 3.3% of Whittier Trust Co.’s investment portfolio, making the stock its 6th largest position. Whittier Trust Co.’s holdings in iShares Core S&P 500 ETF were worth $286,723,000 as of its most recent SEC filing.
A number of other hedge funds also recently made changes to their positions in IVV. Nvwm LLC grew its stake in shares of iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after buying an additional 40 shares during the last quarter. Hager Investment Management Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at $61,000. Rice Partnership LLC grew its position in iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after acquiring an additional 92 shares during the last quarter. Creative Capital Management Investments LLC acquired a new position in iShares Core S&P 500 ETF in the 2nd quarter worth about $80,000. Finally, Conquis Financial LLC bought a new position in iShares Core S&P 500 ETF in the third quarter valued at about $82,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
- Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
- Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
- Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
- Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
- Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
- Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus
iShares Core S&P 500 ETF Trading Up 0.0%
Shares of IVV stock opened at $692.24 on Friday. The firm has a market capitalization of $761.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average price is $685.65 and its 200-day moving average price is $666.78. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $699.17.
iShares Core S&P 500 ETF Company 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.
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