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 %
LSPW
476
Lake Street Private Wealth
Illinois
$424K +$424K +3,763 New
EWM
477
Endurance Wealth Management
Rhode Island
$423K +$423K +3,749 New
WP
478
WealthShield Partners
North Carolina
$419K -$167K -1,481 -29%
AB
479
Atlas Brown
Kentucky
$416K +$50.9K +451 +14%
SSW
480
Smith Shellnut Wilson
Mississippi
$416K +$416K +3,687 New
DBRC
481
D.B. Root & Company
Pennsylvania
$413K -$52.8K -469 -11%
WPC
482
White Pine Capital
Minnesota
$412K – – –
CCT
483
Country Club Trust
Missouri
$410K +$53.1K +471 +15%
SWA
484
SFMG Wealth Advisors
Texas
$407K -$15.9K -141 -4%
RSWM
485
Robertson Stephens Wealth Management
California
$407K – – –
CAL
486
Capital Advisors Ltd
Ohio
$406K +$10.5K +93 +3%
BSB
487
Bangor Savings Bank
Maine
$401K – – –
FHA
488
First Horizon Advisors
Tennessee
$399K +$193K +1,712 +93%
GFP
489
Gryphon Financial Partners
Ohio
$396K -$68.2K -605 -15%
SFPM
490
Sensible Financial Planning & Management
Massachusetts
$395K – – –
SXL
491
Summit X LLC
Missouri
$394K -$2.15M -19,335 -85%
CWS
492
Cypress Wealth Services
California
$392K +$45.4K +403 +13%
RC
493
RegentAtlantic Capital
New Jersey
$385K – – –
WTB
494
Washington Trust Bank
Washington
$384K -$90.3K -800 -19%
UBS AM
495
UBS AM
Illinois
$383K -$321K -2,844 -46%
RMCM
496
Reynders McVeigh Capital Management
Massachusetts
$383K -$33.8K -300 -8%
BFPW
497
BOK Financial Private Wealth
Colorado
$383K -$3.27K -29 -0.8%
BA
498
Birinyi Associates
Connecticut
$378K – – –
PA
499
Parkside Advisors
California
$377K -$32.3K -286 -8%
AFNAS
500
American Financial Network Advisory Services
California
$374K -$36.3K -325 -9%
18 19
20
21 22