IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

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.

Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M

Top Buyers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$415M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$349M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$607M
4
UBS Group
4
UBS Group
Switzerland
$396M
5
SEI Investments
5
SEI Investments
Pennsylvania
$176M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$612M
2
VA
2
Valmark Advisers
Ohio
$76.4M
3
Franklin Resources
3
Franklin Resources
California
$2.12M
4
HNB
4
Huntington National Bank
Ohio
$42.7M
5
Wells Fargo
5
Wells Fargo
California
$774M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$14.6M 132,493 +2,887 +2%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M 130,619 -24,196 -16%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$14.3M 129,504 +34,455 +36%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$14M 127,248 +24,352 +24%
CIM
80
Confluence Investment Management
Missouri
$13.7M 124,029 +10,549 +9%
MML Investors Services
81
MML Investors Services
Massachusetts
$13.2M 119,633 +25,911 +28%
BOH
82
Bank of Hawaii
Hawaii
$13.2M 119,598 +2,880 +2%
ANB
83
Amarillo National Bank
Texas
$12.9M 117,201 -8,665 -7%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$12.6M 114,552 +2,503 +2%
V
85
Veritable
Delaware
$12.5M 113,798 – –
CWM
86
Cornerstone Wealth Management
Missouri
$12.3M 1,348,714 +1,339,710 +14,879%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$12.2M 110,661 -36,470 -25%
GIA
88
GHP Investment Advisors
Colorado
$12M 109,317 -1,638 -1%
SPC
89
Sigma Planning Corp
Michigan
$12M 109,298 -3,256 -3%
EPP
90
ETF Portfolio Partners
Kansas
$12M 108,531 +1,371 +1%
SB
91
Suntrust Banks
Georgia
$11.7M 106,283 -966 -0.9%
AA
92
Alesco Advisors
New York
$11.7M 106,065 -861 -0.8%
EDRIA
93
Edmonds Duncan Registered Investment Advisors
Kansas
$11.1M 101,154 +2,433 +2%
MCM
94
MAI Capital Management
Ohio
$10.8M 97,842 +12,484 +15%
MGIA
95
Moneta Group Investment Advisors
Missouri
$10.5M 95,394 +5,518 +6%
MBT
96
Monroe Bank & Trust
Michigan
$10.4M 94,026 +3,005 +3%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$10.2M 93,042 – –
HighTower Advisors
98
HighTower Advisors
Illinois
$10.2M 92,104 -5,503 -6%
HFS
99
HL Financial Services
Kentucky
$10M 91,147 +4,749 +5%
BCM
100
Brookstone Capital Management
Illinois
$10M 90,812 +6,593 +8%
2 3
4
5 6