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
$164M
2
JFA
Johanson Financial Advisors
California
$44.9M
3
US Bancorp
US Bancorp
Minnesota
$112M
4
Wells Fargo
Wells Fargo
California
$907M
5
Bank of America
Bank of America
North Carolina
$927M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
HNB
Huntington National Bank
Ohio
$65.6M
3
GI
Gradient Investments
Minnesota
$223K
4
Axa
Axa
France
$0
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
651
Measured Wealth Private Client Group
New Hampshire
$253K -$134K -1,025 -35%
PFS
652
Prospera Financial Services
Texas
$253K +$6.64K +51 +3%
BFA
653
Beacon Financial Advisory
Ohio
$253K +$253K +1,947 New
OC
654
Oarsman Capital
Wisconsin
$252K +$6.51K +50 +3%
KA
655
Klingman & Associates
New York
$251K – – –
SC
656
Steph & Co
Wisconsin
$248K +$248K +1,903 New
MCM
657
Manchester Capital Management
Vermont
$246K – – –
CTB
658
Country Trust Bank
Illinois
$244K – – –
WSTAM
659
Wilbanks Smith & Thomas Asset Management
Virginia
$242K -$521 -4 -0.2%
RCA
660
Rex Capital Advisors
Rhode Island
$240K -$51.3K -394 -18%
GIA
661
Guyasuta Investment Advisors
Pennsylvania
$240K – – –
SMG
662
Spectrum Management Group
Indiana
$240K +$240K +1,847 New
HCIA
663
Hochman Cole Investment Advisors
Illinois
$239K – – –
ONST
664
Old North State Trust
North Carolina
$239K – – –
SB
665
Simmons Bank
Arkansas
$238K – – –
Prudential Financial
666
Prudential Financial
New Jersey
$235K -$538K -4,129 -70%
MWM
667
Modera Wealth Management
New Jersey
$235K – – –
FNT
668
First National Trust
Pennsylvania
$234K – – –
TL
669
TrueWealth LLC
Georgia
$234K – – –
PFM
670
Parsec Financial Management
North Carolina
$234K +$234K +1,798 New
ADL
671
Asset Dedication LLC
California
$230K – – –
CWM
672
CCG Wealth Management
California
$230K – – –
RG
673
Retirement Group
California
$230K +$230K +1,764 New
CBN
674
Cadence Bank NA
Texas
$229K – – –
AA
675
Ancora Advisors
Ohio
$226K -$4.48M -34,400 -95%
25 26
27
28 29