IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
76
Greenleaf Trust
Michigan
$15.3M 133,682 +814 +0.6%
BCM
77
Brookstone Capital Management
Illinois
$15M 131,255 +52,949 +68%
SMC
78
Smith, Moore & Co
Missouri
$14.7M 128,584 -5,194 -4%
CFA
79
Cahill Financial Advisors
Minnesota
$14.7M 128,544 +1,059 +0.8%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.5M 126,730 +47,158 +59%
ANB
81
Amarillo National Bank
Texas
$14.4M 125,866 +29 +0%
CA
82
Centerpoint Advisors
Massachusetts
$14.3M 125,281 +125,281 New
VMPIC
83
Varma Mutual Pension Insurance Co
Finland
$13.1M 115,000 +115,000 New
SPC
84
Sigma Planning Corp
Michigan
$13M 113,832 +49,759 +78%
V
85
Veritable
Delaware
$13M 113,798 – –
GIA
86
GHP Investment Advisors
Colorado
$12.8M 112,420 -3,264 -3%
AA
87
Alesco Advisors
New York
$12.8M 111,764 -3,326 -3%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$12.7M 111,038 -942 -0.8%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$12.3M 108,073 -743 -0.7%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$12.3M 107,890 -27,030 -20%
SB
91
Suntrust Banks
Georgia
$11.8M 103,274 +6,098 +6%
EPP
92
ETF Portfolio Partners
Kansas
$11.7M 102,011 +206 +0.2%
Citigroup
93
Citigroup
New York
$11.4M 99,997 +25,194 +34%
HighTower Advisors
94
HighTower Advisors
Illinois
$11.3M 98,863 -12,582 -11%
LMIM
95
Lockheed Martin Investment Management
Maryland
$11.3M 98,522 -18,465 -16%
EDRIA
96
Edmonds Duncan Registered Investment Advisors
Kansas
$10.9M 95,379 +2,683 +3%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$10.9M 95,242 +11,861 +14%
NA
98
Nottingham Advisors
New York
$10.9M 95,200 -690 -0.7%
LNWWM
99
Laird Norton Wetherby Wealth Management
California
$10.6M 93,042 – –
SHIM
100
Stone House Investment Management
Pennsylvania
$10.5M 91,583 +3,037 +3%
2 3
4
5 6