iShares S&P 500 Value ETF
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.
1,948% more call options, than puts
Call options by funds: $4.61M | Put options by funds: $225K
14% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 59
6% more capital invested
Capital invested by funds: $9.56B → $10.1B (+$545M)
0.42% more ownership
Funds ownership: 65.79% → 66.21% (+0.42%)
0% less funds holding
Funds holding: 726 → 724 (-2)
4% less funds holding in top 10
Funds holding in top 10: 74 → 71 (-3)
16% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$157M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$60.1M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$41.6M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$38.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$214M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$158M |
| 3 |
JP Morgan Chase
New York
|
-$74.8M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$50.2M |
IVE Hedge Fund Activity: Q1 2019 in Review
724 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q1 2019, worth a combined $10.1B — up 5.7% from $9.56B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IVE positions and 59 closed out — a net gain of 8 holders — while 231 added to existing stakes and 274 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $157M. The largest seller was Envestnet Asset Management, cutting an estimated $214M.
- 724 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q1 2019, down from 726 in Q4 2018.
- Funds reported $10.1B of iShares S&P 500 Value ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
- 67 funds opened new iShares S&P 500 Value ETF positions in Q1 2019 and 59 closed out, a net change of +8 holders.
- The largest iShares S&P 500 Value ETF buyer in Q1 2019 was Goldman Sachs, an estimated $157M added.
- The largest iShares S&P 500 Value ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $214M sold.
Based on aggregated 13F filings for Q1 2019.