IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

821 hedge funds and large institutions have $12B invested in iShares S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+109
Holders Change %
+15.31%
% of All Funds
16.21%
Holding in Top 10
79
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.44%
% of All Funds
1.56%
New
149
Increased
269
Reduced
240
Closed
33
Calls
$9.63M
Puts
$3.64M
Net Calls
+$5.99M
Net Calls Change
-$2.17M

Top Buyers

1
BlackRock
BlackRock
New York
+$94.6M
2
JFA
Johanson Financial Advisors
California
+$44.5M
3
US Bancorp
US Bancorp
Minnesota
+$37.1M
4
Wells Fargo
Wells Fargo
California
+$27.4M
5
Bank of America
Bank of America
North Carolina
+$23.2M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$140M
2
HNB
Huntington National Bank
Ohio
-$57.2M
3
GI
Gradient Investments
Minnesota
-$52.3M
4
Axa
Axa
France
-$40.1M
5
CS
Credit Suisse
Switzerland
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
551
Gryphon Financial Partners
Ohio
$440K – – –
CCMD
552
Cypress Capital Management (Delaware)
Delaware
$439K – – –
AIC
553
Ameritas Investment Company
Nebraska
$438K -$22K -169 -5%
RHBC
554
R.H. Bluestein & Co
Michigan
$437K +$71.5K +550 +20%
KCM
555
Kornitzer Capital Management
Kansas
$437K +$437K +3,359 New
JIC
556
Joel Isaacson & Co
New York
$435K +$651 +5 +0.1%
HIA
557
Harbor Investment Advisory
Maryland
$432K +$432K +3,317 New
SC
558
Soundwatch Capital
Connecticut
$432K +$432K +3,320 New
AF
559
Apexium Financial
Texas
$432K +$432K +3,320 New
SFG
560
Sowa Financial Group
Rhode Island
$432K +$432K +3,321 New
GTAM
561
Global Trust Asset Management
Florida
$431K – – –
GRP
562
Global Retirement Partners
California
$428K -$31.2K -240 -7%
RG
563
Rikoon Group
New Mexico
$426K +$2.6K +20 +0.6%
SMFS
564
Squar Milner Financial Services
California
$420K +$910 +7 +0.2%
CFA
565
CWS Financial Advisors
Michigan
$420K +$420K +3,231 New
AP
566
Appleton Partners
Massachusetts
$414K – – –
CPSAC
567
Chas P. Smith & Associates (CPS)
Florida
$412K – – –
CMO
568
Covenant Multifamily Offices
Texas
$409K +$16.3K +128 +4%
TW
569
Towerpoint Wealth
California
$408K -$5.21K -40 -1%
TFS
570
TrustCore Financial Services
Tennessee
$407K – – –
AWA
571
Acorn Wealth Advisors
Michigan
$405K +$906 +7 +0.2%
SWM
572
Sugarloaf Wealth Management
Georgia
$403K +$403K +3,095 New
TI
573
Truepoint Inc
Ohio
$401K – – –
CCT
574
Country Club Trust
Missouri
$400K -$648 -5 -0.2%
TI
575
Trexquant Investment
Connecticut
$398K +$398K +3,060 New
21 22
23
24 25