iShares S&P 500 Value ETF
513 hedge funds and large institutions have $8.26B invested in iShares S&P 500 Value ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 202 increasing their positions, 138 reducing their positions, and 17 closing their positions.
459% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 17
46% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 138
33% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $3.04M
23% more capital invested
Capital invested by funds: $6.73B → $8.26B (+$1.53B)
22% more funds holding in top 10
Funds holding in top 10: 49 → 60 (+11)
16% more funds holding
Funds holding: 442 → 513 (+71)
0.44% more ownership
Funds ownership: 64.57% → 65% (+0.44%)
Top Buyers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$142M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$109M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$97.5M |
| 5 |
Morgan Stanley
New York
|
+$71.8M |
Top Sellers
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$35.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$30M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$22.6M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$17.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.5M |
IVE Hedge Fund Activity: Q4 2016 in Review
513 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2016, worth a combined $8.26B — up 23% from $6.73B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new IVE positions and 17 closed out — a net gain of 78 holders — while 202 added to existing stakes and 138 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $142M. The largest seller was Valmark Advisers, cutting an estimated $35.1M.
- 513 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2016, up from 442 in Q3 2016.
- Funds reported $8.26B of iShares S&P 500 Value ETF stock for Q4 2016, up 23% quarter-over-quarter.
- 95 funds opened new iShares S&P 500 Value ETF positions in Q4 2016 and 17 closed out, a net change of +78 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $142M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2016 was Valmark Advisers, an estimated $35.1M sold.
Based on aggregated 13F filings for Q4 2016.