IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
SEI Investments
Pennsylvania
$113M
4
Bank of America
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
HNB
Huntington National Bank
Ohio
$45M
4
ICOA
Investment Centers of America
North Dakota
$0
5
HCM
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
476
Manchester Capital Management
Vermont
$296K -$97.2K -850 -25%
FWP
477
FAS Wealth Partners
Kansas
$290K -$1.94K -17 -0.7%
AF
478
Alerus Financial
North Dakota
$288K – – –
CCMD
479
Cypress Capital Management (Delaware)
Delaware
$288K – – –
CA
480
Calton & Associates
Florida
$288K +$288K +2,404 New
ONB
481
Old National Bancorp
Indiana
$285K -$78.7K -688 -22%
SB
482
Simmons Bank
Arkansas
$285K – – –
PAS
483
Partnervest Advisory Services
California
$284K -$14.3K -125 -5%
MWM
484
Modera Wealth Management
New Jersey
$283K +$114 +1 +0%
MWP
485
MYCIO Wealth Partners
Pennsylvania
$282K +$3.2K +28 +1%
GIA
486
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
WAM
487
Wolverine Asset Management
Illinois
$277K +$174K +1,523 +168%
KA
488
Klingman & Associates
New York
$275K +$275K +2,405 New
WI
489
Welch Investments
Alabama
$268K – – –
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
$263K +$263K +2,301 New
LWM
491
Lenox Wealth Management
Ohio
$258K – – –
LWA
492
Lenox Wealth Advisors
New York
$258K – – –
CCM
493
Colorado Capital Management
Colorado
$254K – – –
OC
494
Oarsman Capital
Wisconsin
$253K – – –
PAM
495
Peak Asset Management
Colorado
$252K -$8.92K -78 -3%
AC
496
Addison Capital
Pennsylvania
$252K – – –
CPIG
497
Chicago Partners Investment Group
Illinois
$250K +$913 +8 +0.4%
Truist Financial
498
Truist Financial
North Carolina
$249K -$24.8K -217 -9%
ACM
499
Armbruster Capital Management
New York
$248K – – –
FHA
500
First Horizon Advisors
Tennessee
$247K – – –
18 19
20
21 22