IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

726 hedge funds and large institutions have $9.56B invested in iShares S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 262 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+80
Holders Change %
+12.38%
% of All Funds
16.2%
Holding in Top 10
74
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+27.59%
% of All Funds
1.65%
New
138
Increased
262
Reduced
197
Closed
53
Calls
$3.47M
Puts
$3K
Net Calls
+$3.47M
Net Calls Change
+$445K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$719M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$133M
3
DSA
Davis Selected Advisers
Arizona
+$50.9M
4
BlackRock
BlackRock
New York
+$39.6M
5
AG
Advisor Group
Arizona
+$39.2M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$486M
2
CWM
Cornerstone Wealth Management
Missouri
-$162M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$64.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$49.8M
5
HNB
Huntington National Bank
Ohio
-$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
351
LifePlan Financial Group
Ohio
$984K -$8.8K -87 -0.9%
JHCP
352
Jackson Hole Capital Partners
Oklahoma
$981K +$981K +9,697 New
APSP
353
Asset Planning Services (Pennsylvania)
Pennsylvania
$980K +$3.14K +31 +0.3%
ECM
354
ETrade Capital Management
Virginia
$967K +$19.8K +196 +2%
HA
355
Harborview Advisors
Maine
$963K -$6.98K -69 -0.7%
WHG
356
Westwood Holdings Group
Texas
$962K -$32.9K -325 -3%
KBFS
357
Kohmann Bosshard Financial Services
Ohio
$960K – – –
PWAP
358
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$944K +$223K +2,200 +31%
CIAS
359
Capital Investment Advisory Services
North Carolina
$940K +$23.2K +229 +3%
ACM
360
Azimuth Capital Management
Michigan
$938K -$59.2K -585 -6%
BCWM
361
Blue Chip Wealth Management
Florida
$932K -$67.8K -670 -7%
IWC
362
Integrated Wealth Concepts
Massachusetts
$923K +$79.5K +786 +9%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$918K -$84.8K -838 -8%
BP
364
Ballentine Partners
Massachusetts
$916K -$116K -1,144 -11%
TNB
365
Thomasville National Bank
Georgia
$908K -$102K -1,010 -10%
CI
366
Cambiar Investors
Colorado
$883K +$883K +8,726 New
BJL
367
Brighton Jones LLC
Washington
$872K -$380K -3,761 -30%
BOS
368
Bingham Osborn & Scarborough
California
$862K +$862K +8,525 New
CPIG
369
Chicago Partners Investment Group
Illinois
$859K +$625K +5,963 +267%
CAC
370
Certified Advisory Corp
Florida
$858K +$59K +584 +7%
KA
371
Kovack Advisors
Florida
$850K +$229K +2,269 +37%
William Blair & Company
372
William Blair & Company
Illinois
$837K -$559K -5,527 -40%
GRP
373
Global Retirement Partners
California
$816K -$1.08M -10,679 -57%
DPI
374
Diversified Portfolios Inc
Michigan
$815K -$31.4K -310 -4%
KP
375
Keel Point
Alabama
$813K +$80.5K +796 +11%
13 14
15
16 17