iShares S&P 500 Value ETF
636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.
87% more call options, than puts
Call options by funds: $8.41M | Put options by funds: $4.5M
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
2.82% more ownership
Funds ownership: 63.4% → 66.22% (+2.8%)
2% more funds holding
Funds holding: 626 → 636 (+10)
4% more capital invested
Capital invested by funds: $9.28B → $9.65B (+$362M)
7% less funds holding in top 10
Funds holding in top 10: 61 → 57 (-4)
18% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 233
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$411M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$339M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$148M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$380M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$146M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$108M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$25.3M |
| 5 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
-$17.4M |
IVE Hedge Fund Activity: Q2 2018 in Review
636 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2018, worth a combined $9.65B — up 3.9% from $9.28B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IVE positions and 27 closed out — a net gain of 13 holders — while 190 added to existing stakes and 233 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $411M. The largest seller was Jones Financial Companies, cutting an estimated $380M.
- 636 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2018, up from 626 in Q1 2018.
- Funds reported $9.65B of iShares S&P 500 Value ETF stock for Q2 2018, up 3.9% quarter-over-quarter.
- 40 funds opened new iShares S&P 500 Value ETF positions in Q2 2018 and 27 closed out, a net change of +13 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2018 was TD Ameritrade Investment Management, an estimated $411M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2018 was Jones Financial Companies, an estimated $380M sold.
Based on aggregated 13F filings for Q2 2018.