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iShares Core S&P 500: The best picks in the ETF industry

  Founded on May 15, 2000, iShares Core S&P 500 is a member of the iShares ETF family and the leader among them, with $272.7 billion under management as of June 17, 2022, among nearly 3,000 ETFs in the United States in second place.
  iShares Core S&P 500 is an ETF listed on the New York Stock Exchange’s high-growth board market with a trading symbol of IVV.P and a management fee of 0.07%. Since it tracks the S&P 500 index, its net value fluctuation is related to the index height. Relatedly, since 2022 (July 8), the S&P 500 index has fallen by 18%, so the iShares Core S&P 500’s annual yield (YTD) has fallen by 20.44%, and the 6-month yield has fallen by 18.42%, while similar funds The yields are -20.48% and -19.47% respectively, which are not much different. However, if you look at it over time, the iShares Core S&P 500 ETF is very impressive in terms of absolute return and excess return. Its 2-year and 3-year returns are 25.15% and 34.01%, respectively, while similar funds are only 6.28% and 0.18%. In terms of annual returns, the iShares Core S&P 500 ETF has also performed very well, yielding 32.25%, 18.37% and 28.66% for the last three full years (2019-2021), compared to 21.63% for its peers %, 14.57% and 7.57%, the former was 10.62, 3.8 and 21.09 percentage points higher than the latter respectively.
  Major institutional holders of iShares Core S&P 500 ETF shares include Bank of America, Bright Asset Management, Northwest Mutual Wealth Management, Wells Fargo, JW COLE Consulting Co., Ltd., Creative Planning, Bank of New York Mellon, etc., as of Q1 2022 The holding ratios at the end were 6.46%, 4.13%, 3.41%, 2.45%, 2.40%, 2.37%, and 1.05%, respectively.
  In terms of industry allocation, the top five heavyweight industries of iShares Core S&P 500 are information technology, healthcare, finance, discretionary consumption, and telecommunications services, accounting for 24.53%, 14.19%, 13.08%, and 11.72% of the fund’s net value, respectively. % and 9.24%. It is worth noting that the industry allocation of the iShares Core S&P 500 ETF is basically the same as the SPDR S&P 500, the world’s largest ETF, which is also reflected in its specific investment targets. As of April 12, 2022, the top ten holdings of the iShares Core S&P 500 ETF are Apple, Microsoft, Amazon, Tesla, Google Class A, Google Class C, Berkshire Class B, Nvidia, UnitedHealth Group and Facebook, the market value of positions are 22.613 billion yuan, 18.395 billion yuan, 11.481 billion yuan, 7.188 billion yuan, 6.683 billion yuan, 6.204 billion yuan, 5.572 billion yuan, 4.677 billion yuan, 4.373 billion yuan, and 4.302 billion yuan.
  The net worth of the iShares Core S&P 500 ETF is in a long-term uptrend due to the slow-bull nature of U.S. stocks. Wind information shows that as of June 21, 2022, the iShares Core S&P 500 ETF had a net unit value of $376.93, a complex unit net value of $571.32, and a cumulative unit net value of $453.38, compared with $247.18 on July 14, 2017, respectively , $340.14, $292.91.
  The iShares series of ETFs are products of BlackRock, and the actual management is handled by the subsidiary iShares. However, the iShares series with such outstanding performance was actually acquired by BlackRock from Barclays Global Investors (BGI), a subsidiary of Barclays in 2008. . iShares was originally founded by Barclays in 2000. From 2000 to 2009, it invested a lot of money to expand the ETF market. Each iShares fund will choose a relatively concentrated investment portfolio, such as bond funds and stock funds. In addition, iShares is also the ETF series with the most trading markets in the world, covering exchanges including London Stock Exchange, New York Stock Exchange, BATS Exchange, Hong Kong Stock Exchange, Australian Stock Exchange, Toronto Stock Exchange, And several exchanges in Asia and Europe. In 2008, when the global financial tsunami swept across, British banking giant Barclays sought to sell its Barclays Global Investors (BGI) business in order to raise funds for the acquisition of Lehman Brothers. BGI was the largest asset management company in Europe at the time, and was used for trading. The iShares system of ETFs is very popular in the market, and BlackRock acquired Barclays Global Investors (BGI) at a price of US$6.6 billion in cash and US$6.9 billion in equity. As of now, there are nearly 400 iShares products in the iShares series, and the total assets under management are approximately It is US$2.4 trillion, while BlackRock’s asset management scale is about US$10 trillion, and the revenue of iShares series products has accounted for about 30% of BlackRock’s total revenue.
  Among these nearly 400 ETFs, as of June 17, 2022, there were three of the top ten ETFs in the world in terms of AUM. In addition to the second-ranked iShares Core S&P 500 ETF, there was also the eighth-ranked iShares Core MSCI The EAFE ETF and the ninth-ranked iShares Core US Aggregate Bond ETF have $272.7 billion, $83.5 billion and $80.8 billion under management, respectively. It is worth mentioning that the iShares Core US Aggregate Bond ETF is the world’s largest bond ETF and the only bond ETF among the top ten ETFs under management in the world.

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