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 %
ZCA
451
Zeke Capital Advisors
Pennsylvania
$456K – – –
MWM
452
Mission Wealth Management
California
$455K -$13.1K -130 -3%
UIA
453
UBP Investment Advisors
Switzerland
$455K -$10K -99 -2%
CAPTRUST Financial Advisors
454
CAPTRUST Financial Advisors
North Carolina
$454K -$24.4K -241 -5%
DADC
455
D.A. Davidson & Co
Montana
$451K +$1.31K +13 +0.3%
ACM
456
Armbruster Capital Management
New York
$450K +$253K +2,500 +128%
SCI
457
S&CO Inc
Massachusetts
$440K – – –
AAP
458
Arax Advisory Partners
Colorado
$439K -$527K -5,210 -55%
JIR
459
James Investment Research
Ohio
$437K – – –
SBWM
460
Sunflower Bank Wealth Management
Arizona
$437K – – –
AWM
461
Alterna Wealth Management
Texas
$437K +$437K +4,167 New
PBO
462
Peoples Bank (Ohio)
Ohio
$436K -$5.05K -50 -1%
CAI
463
Capital Advisors Inc
Oklahoma
$435K -$54.9K -543 -11%
AC
464
Alexandria Capital
Virginia
$432K +$15.9K +157 +4%
MWM
465
MinichMacGregor Wealth Management
New York
$432K +$383K +3,552 +784%
TWM
466
Torch Wealth Management
Ohio
$430K +$13.2K +130 +3%
DC
467
Davenport & Co
Virginia
$430K +$56.9K +563 +15%
RCA
468
Rex Capital Advisors
Rhode Island
$429K -$101K -1,000 -19%
LW
469
Linscomb Wealth
Texas
$428K – – –
ACI
470
Alpha Cubed Investments
California
$428K +$127K +1,252 +42%
RIS
471
Retirement Income Solutions
Michigan
$427K +$44.6K +441 +12%
WTB
472
Washington Trust Bank
Washington
$425K – – –
AF
473
Arrow Financial
New York
$422K +$35.4K +350 +9%
CPO
474
Cerity Partners OCIO
New York
$420K – – –
DBRC
475
D.B. Root & Company
Pennsylvania
$418K -$768K -7,601 -65%
17 18
19
20 21