IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.62B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
AG
Advisor Group
Arizona
$75.2M
5
G
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$11.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
Betterment LLC
New York
$145M
4
HNB
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
501
Total Investment Management
Arizona
$256K – – –
AC
502
Addison Capital
Pennsylvania
$256K – – –
CFA
503
Carroll Financial Associates
North Carolina
$251K +$7.17K +62 +3%
ONB
504
Old National Bancorp
Indiana
$250K -$18.4K -159 -7%
GLA
505
Good Life Advisors
Pennsylvania
$248K +$5.78K +50 +2%
MWM
506
Modera Wealth Management
New Jersey
$247K +$32.2K +278 +15%
AIM
507
Advantage Investment Management
Iowa
$246K -$25.4K -219 -9%
OIWM
508
OptiFour Integrated Wealth Management
Virginia
$246K – – –
KM
509
Kalos Management
Georgia
$243K +$243K +2,103 New
MCM
510
Manchester Capital Management
Vermont
$242K – – –
BCWM
511
Bartlett & Co Wealth Management
Ohio
$240K – – –
MCM
512
Murphy Capital Management
New Jersey
$240K -$137K -1,183 -36%
SPL
513
Smart Portfolios LLC
Washington
$240K – – –
CPIG
514
Chicago Partners Investment Group
Illinois
$240K +$3.98K +37 +2%
BC
515
Bartlett & Co
Ohio
$239K – – –
WTC
516
WhitTier Trust Company
Nevada
$237K – – –
KIA
517
KCM Investment Advisors
California
$232K – – –
HCIA
518
Hochman Cole Investment Advisors
Illinois
$231K – – –
WP
519
WealthPLAN Partners
Nebraska
$231K +$231K +2,122 New
W
520
Wealthfront
California
$229K +$229K +1,978 New
GIA
521
Guyasuta Investment Advisors
Pennsylvania
$228K -$49.5K -427 -18%
PL
522
Parthenon LLC
Kentucky
$228K – – –
ACM
523
Armbruster Capital Management
New York
$226K – – –
FIB
524
First Interstate Bank
Montana
$223K +$26.1K +225 +13%
WSFS
525
Wilmington Savings Fund Society
Delaware
$223K +$223K +1,928 New
19 20
21
22 23