iShares Core S&P 500 ETF (NYSEARCA:IVV) is Fernwood Investment Management LLC’s 6th Largest Position

Fernwood Investment Management LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 39.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,128 shares of the company’s stock after selling 10,013 shares during the period. iShares Core S&P 500 ETF makes up 2.8% of Fernwood Investment Management LLC’s investment portfolio, making the stock its 6th largest holding. Fernwood Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $8,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Compass Ion Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 27.5% in the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after buying an additional 2,278 shares during the last quarter. Covestor Ltd raised its position in iShares Core S&P 500 ETF by 321.1% in the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after purchasing an additional 61 shares during the last quarter. Bluesphere Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the period. Vanguard Group Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 10.0% in the first quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock valued at $12,984,000 after purchasing an additional 2,252 shares during the period. Finally, Anchor Capital Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.2% during the second quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock worth $688,000 after purchasing an additional 51 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $573.72 on Monday. iShares Core S&P 500 ETF has a 1-year low of $428.48 and a 1-year high of $588.93. The firm has a market cap of $495.06 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average price is $571.70 and its 200 day moving average price is $550.10.

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.