iShares S&P 500 Value ETF
620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.
308% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 26
121% more call options, than puts
Call options by funds: $3.05M | Put options by funds: $1.38M
19% more funds holding in top 10
Funds holding in top 10: 57 → 68 (+11)
16% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 177
14% more funds holding
Funds holding: 546 → 620 (+74)
8% more capital invested
Capital invested by funds: $9.52B → $10.3B (+$736M)
1.43% less ownership
Funds ownership: 68.34% → 66.91% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$135M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$101M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$94.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$58.3M |
| 5 |
JP Morgan Chase
New York
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$128M |
| 2 |
Morgan Stanley
New York
|
-$87.4M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$20.9M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$20.4M |
| 5 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$18.9M |
IVE Hedge Fund Activity: Q4 2017 in Review
620 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2017, worth a combined $10.3B — up 7.7% from $9.52B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new IVE positions and 26 closed out — a net gain of 80 holders — while 205 added to existing stakes and 177 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $135M. The largest seller was Valmark Advisers, cutting an estimated $128M.
- 620 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2017, up from 546 in Q3 2017.
- Funds reported $10.3B of iShares S&P 500 Value ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
- 106 funds opened new iShares S&P 500 Value ETF positions in Q4 2017 and 26 closed out, a net change of +80 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2017 was Jones Financial Companies, an estimated $135M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2017 was Valmark Advisers, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2017.