iShares S&P 500 Value ETF
1,144 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 343 increasing their positions, 453 reducing their positions, and 58 closing their positions.
764% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $2.93M
57% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 58
7% more capital invested
Capital invested by funds: $16.9B → $18B (+$1.13B)
5% more funds holding in top 10
Funds holding in top 10: 95 → 100 (+5)
2% more funds holding
Funds holding: 1,122 → 1,144 (+22)
0.88% more ownership
Funds ownership: 69.43% → 70.31% (+0.88%)
24% less repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 453
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$70.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.8M |
| 3 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$31.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$170M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$111M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$31.8M |
| 4 |
Goldman Sachs
New York
|
-$29.7M |
| 5 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$25.2M |
IVE Hedge Fund Activity: Q2 2023 in Review
1,144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2023, worth a combined $18B — up 6.7% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new IVE positions and 58 closed out — a net gain of 33 holders — while 343 added to existing stakes and 453 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $70.6M. The largest seller was JP Morgan Chase, cutting an estimated $170M.
- 1,144 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2023, up from 1,122 in Q1 2023.
- Funds reported $18B of iShares S&P 500 Value ETF stock for Q2 2023, up 6.7% quarter-over-quarter.
- 91 funds opened new iShares S&P 500 Value ETF positions in Q2 2023 and 58 closed out, a net change of +33 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $70.6M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2023 was JP Morgan Chase, an estimated $170M sold.
Based on aggregated 13F filings for Q2 2023.