IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

724 hedge funds and large institutions have $10.1B invested in iShares S&P 500 Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 274 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
15.69%
Holding in Top 10
71
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.05%
% of All Funds
1.54%
New
67
Increased
231
Reduced
274
Closed
59
Calls
$4.61M
Puts
$225K
Net Calls
+$4.38M
Net Calls Change
+$914K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$161M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$61.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$51.4M
4
GI
Gradient Investments
Minnesota
+$42.7M
5
Stifel Financial
Stifel Financial
Missouri
+$31.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$220M
2
SEI Investments
SEI Investments
Pennsylvania
-$162M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$76.8M
4
DSA
Davis Selected Advisers
Arizona
-$52M
5
Bank of America
Bank of America
North Carolina
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWM
451
Sunflower Bank Wealth Management
Arizona
$484K -$3.95K -35 -0.8%
AC
452
Alexandria Capital
Virginia
$483K +$1.35K +12 +0.3%
ACI
453
Alpha Cubed Investments
California
$481K +$3.49K +31 +0.7%
CCM
454
Condor Capital Management
New Jersey
$480K +$32.5K +288 +7%
PAS
455
Partnervest Advisory Services
California
$477K +$48.9K +434 +11%
TWM
456
Torch Wealth Management
Ohio
$476K -$2.82K -25 -0.6%
LW
457
Linscomb Wealth
Texas
$476K -$338 -3 -0.1%
MBT
458
Montecito Bank & Trust
California
$473K -$118K -1,050 -20%
TTWM
459
TCV Trust & Wealth Management
Virginia
$470K +$110K +975 +30%
CPO
460
Cerity Partners OCIO
New York
$468K – – –
RIS
461
Retirement Income Solutions
Michigan
$466K -$9.92K -88 -2%
FC
462
Ferris Capital
Massachusetts
$466K – – –
OFG
463
Oxford Financial Group
Indiana
$465K +$465K +4,124 New
EWA
464
Exencial Wealth Advisors
Oklahoma
$463K +$50.5K +448 +12%
Calamos Advisors
465
Calamos Advisors
Illinois
$460K -$49.7K -441 -10%
PBO
466
Peoples Bank (Ohio)
Ohio
$458K -$28.7K -254 -6%
CA
467
Commerzbank Aktiengesellschaft
Germany
$458K – – –
IFA
468
Interactive Financial Advisors
Illinois
$453K -$13.9K -123 -3%
DC
469
Davenport & Co
Virginia
$451K -$28.9K -256 -6%
CCM
470
Coldstream Capital Management
Washington
$443K – – –
ZF
471
Zhang Financial
Michigan
$443K – – –
AIC
472
Ameritas Investment Company
Nebraska
$441K +$441K +3,911 New
PA
473
Parallel Advisors
California
$432K +$268K +2,382 +164%
GTAM
474
Global Trust Asset Management
Florida
$427K +$80.1K +710 +23%
TIM
475
Total Investment Management
Arizona
$425K +$53.8K +480 +14%
17 18
19
20 21