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 %
OWD
426
Osborn Williams & Donohoe
Ohio
$545K – – –
SDWMA
427
Schneider Downs Wealth Management Advisors
Pennsylvania
$542K +$542K +5,360 New
CB
428
Community Bank
New York
$541K +$363K +3,580 +203%
PA
429
Prism Advisors
California
$534K +$41.4K +409 +8%
OPA
430
Old Port Advisors
Maine
$534K +$534K +5,005 New
DAS
431
Dynamic Advisor Solutions
Arizona
$532K +$257K +2,379 +94%
MBT
432
Montecito Bank & Trust
California
$531K +$106K +1,050 +25%
KPCM
433
Kings Point Capital Management
New York
$527K -$32.4K -321 -6%
TFO
434
Tarbox Family Office
California
$526K – – –
WP
435
WealthShield Partners
North Carolina
$525K -$212K -2,097 -29%
HCC
436
Hirtle Callaghan & Co
Pennsylvania
$522K +$522K +5,166 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$514K +$90.4K +894 +21%
FNBOSM
438
First National Bank of South Miami
Florida
$514K +$514K +4,678 New
FCI
439
Financial Counselors Inc
Kansas
$511K +$62.8K +620 +14%
CCP
440
Corient Capital Partners
California
$507K – – –
Nomura Asset Management
441
Nomura Asset Management
Japan
$504K – – –
VFA
442
Valeo Financial Advisors
Indiana
$503K +$6.27K +62 +1%
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
$497K +$497K +4,911 New
FHA
444
Flagship Harbor Advisors
Massachusetts
$493K -$321K -3,176 -39%
Cerity Partners
445
Cerity Partners
New York
$484K +$104K +1,029 +27%
SBH
446
Segall Bryant & Hamill
Illinois
$483K – – –
BGIM
447
Brandywine Global Investment Management
Pennsylvania
$478K +$478K +4,725 New
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$472K +$40K +395 +9%
AL
449
Aspiriant LLC
California
$471K -$100K -992 -18%
Calamos Advisors
450
Calamos Advisors
Illinois
$458K +$458K +4,525 New
16 17
18
19 20