iShares S&P 500 Value ETF
1,036 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 382 increasing their positions, 265 reducing their positions, and 48 closing their positions.
254% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 48
161% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $7.58M
44% more repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 265
15% more funds holding in top 10
Funds holding in top 10: 73 → 84 (+11)
12% more capital invested
Capital invested by funds: $15.3B → $17.1B (+$1.79B)
11% more funds holding
Funds holding: 933 → 1,036 (+103)
0.75% more ownership
Funds ownership: 70.35% → 71.1% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$32.3M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$107M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$91.5M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$54.8M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$35.7M |
| 5 |
ACG
Arch Capital Group
Pembroke,
Bermuda
|
-$13.3M |
IVE Hedge Fund Activity: Q4 2021 in Review
1,036 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2021, worth a combined $17.1B — up 12% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new IVE positions and 48 closed out — a net gain of 122 holders — while 382 added to existing stakes and 265 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $107M.
- 1,036 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2021, up from 933 in Q3 2021.
- Funds reported $17.1B of iShares S&P 500 Value ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 170 funds opened new iShares S&P 500 Value ETF positions in Q4 2021 and 48 closed out, a net change of +122 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2021 was Morgan Stanley, an estimated $58.3M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2021 was JP Morgan Chase, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2021.