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iShares S&P 500 Value ETF
626 hedge funds and large institutions have $9.28B invested in iShares S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 200 increasing their positions, 236 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
127% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $4.99M
24% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 46
1% more funds holding
Funds holding: 620 → 626 (+6)
3.51% less ownership
Funds ownership: 66.91% → 63.4% (-3.5%)
9% less capital invested
Capital invested by funds: $10.3B → $9.28B (-$971M)
10% less funds holding in top 10
Funds holding in top 10: 68 → 61 (-7)
15% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 236
Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.35%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.4%
New
57
Increased
200
Reduced
236
Closed
46
Calls
$11.3M
Puts
$4.99M
Net Calls
+$6.34M
Net Calls Change
+$4.67M
Top Buyers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$140M |
| 2 |
LPL Financial
San Diego,
California
|
+$78.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$50.3M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$37.4M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$22.6M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$525M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$169M |
| 3 |
Morgan Stanley
New York
|
-$46.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$39.5M |
| 5 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$24.2M |
