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 %
SBL
576
Sargent Bickham Lagudis
Colorado
$39K – – –
CB
577
Community Bank
New York
$38K -$2.84K -25 -7%
OFW
578
Omnia Family Wealth
Florida
$36K – – –
FPS
579
Fieldpoint Private Securities
Connecticut
$35K – – –
SFG
580
SevenBridge Financial Group
Pennsylvania
$35K +$32K +276 +1,062%
LFA
581
Legacy Financial Advisors
Kentucky
$34K +$34K +300 New
TA
582
Townsend & Associates
Colorado
$33K +$33K +291 New
CBT
583
Central Bank & Trust
Kentucky
$32K – – –
MA
584
MCF Advisors
Kentucky
$31K – – –
TWA
585
TCI Wealth Advisors
Arizona
$28K – – –
TCM
586
TD Capital Management
Tennessee
$28K +$114 +1 +0.4%
FCFS
587
First Command Financial Services
Texas
$27K – – –
FCB
588
First Command Bank
Texas
$27K – – –
IA
589
IndexIQ Advisors
New York
$25K +$7.82K +66 +46%
FWM
590
Focused Wealth Management
New York
$24K -$23.9K -210 -50%
HDIM
591
Hanson & Doremus Investment Management
Vermont
$22K -$5.24K -45 -19%
CWM
592
Catamount Wealth Management
Connecticut
$22K – – –
KFA
593
Kabarec Financial Advisors
Illinois
$22K +$22K +193 New
SWP
594
Strategic Wealth Partners
Ohio
$20K +$20K +175 New
BAM
595
Brave Asset Management
New Jersey
$19K +$19K +162 New
HT
596
Heritage Trust
Oklahoma
$18K -$10K -87 -36%
MIM
597
Macroview Investment Management
Maryland
$18K – – –
JAM
598
Jolley Asset Management
North Carolina
$17K – – –
CCM
599
Covington Capital Management
California
$15K – – –
FGC
600
Financial Gravity Companies
Texas
$13K +$13K +109 New
22 23
24
25 26