IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

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.

Holders
626
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
14.37%
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
+$4.68M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$983M
2
LPL Financial
2
LPL Financial
California
$260M
3
Stifel Financial
3
Stifel Financial
Missouri
$257M
4
SEI Investments
4
SEI Investments
Pennsylvania
$144M
5
Betterment LLC
5
Betterment LLC
New York
$178M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$558M
2
VA
2
Valmark Advisers
Ohio
$220M
3
HNB
3
Huntington National Bank
Ohio
$42.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04B
5
Wells Fargo
5
Wells Fargo
California
$794M
Name Market Value Shares Shares
Change 		Shares
Change %
ANB
76
Amarillo National Bank
Texas
$13.8M 125,866 – –
CA
77
Centerpoint Advisors
Massachusetts
$13.4M 122,518 -2,763 -2%
BOH
78
Bank of Hawaii
Hawaii
$12.8M 116,718 -52,431 -31%
VMPIC
79
Varma Mutual Pension Insurance Co
Finland
$12.6M 115,000 – –
V
80
Veritable
Delaware
$12.4M 113,798 – –
CIM
81
Confluence Investment Management
Missouri
$12.4M 113,480 +107,552 +1,814%
SPC
82
Sigma Planning Corp
Michigan
$12.3M 112,554 -1,278 -1%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$12.3M 112,049 +1,011 +0.9%
GIA
84
GHP Investment Advisors
Colorado
$12.1M 110,955 -1,465 -1%
SB
85
Suntrust Banks
Georgia
$11.7M 107,249 +3,975 +4%
EPP
86
ETF Portfolio Partners
Kansas
$11.7M 107,160 +5,149 +5%
AA
87
Alesco Advisors
New York
$11.7M 106,926 -4,838 -4%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$11.3M 102,896 +7,654 +8%
VR
89
Viridian RIA
Washington
$11.2M 102,867 +102,867 New
EDRIA
90
Edmonds Duncan Registered Investment Advisors
Kansas
$10.8M 98,721 +3,342 +4%
LMIM
91
Lockheed Martin Investment Management
Maryland
$10.8M 98,322 -200 -0.2%
HighTower Advisors
92
HighTower Advisors
Illinois
$10.7M 97,607 -1,256 -1%
AssetMark Inc
93
AssetMark Inc
California
$10.6M 96,718 +13,501 +16%
AP
94
Arlington Partners
Alabama
$10.5M 96,110 +78,546 +447%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$10.4M 95,049 -13,024 -12%
MML Investors Services
96
MML Investors Services
Massachusetts
$10.2M 93,722 -204,209 -69%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$10.2M 93,042 – –
Two Sigma Investments
98
Two Sigma Investments
New York
$10M 91,700 -71,502 -44%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$9.97M 91,160 -16,730 -16%
MBT
100
Monroe Bank & Trust
Michigan
$9.95M 91,021 -293 -0.3%
2 3
4
5 6