IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
1.33%
New
41
Increased
240
Reduced
212
Closed
28
Calls
$3.48M
Puts
$452K
Net Calls
+$3.02M
Net Calls Change
-$892K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.62B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$486M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
AG
4
Advisor Group
Arizona
$75.2M
5
G
5
Gainplan
Michigan
$26.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$11.9M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$329M
3
Betterment LLC
3
Betterment LLC
New York
$145M
4
HNB
4
Huntington National Bank
Ohio
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$11.9M -$632M -5,457,682 -98%
FLA
102
Financial Life Advisors
Texas
$11.3M +$1.73M +14,919 +18%
MGIA
103
Moneta Group Investment Advisors
Missouri
$11.1M +$55.5K +479 +0.5%
HFS
104
HL Financial Services
Kentucky
$11M +$485K +4,189 +5%
MBT
105
Monroe Bank & Trust
Michigan
$11M +$72.5K +626 +0.7%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$10.7M -$51K -440 -0.5%
PAG
107
Private Advisor Group
New Jersey
$10.6M +$4.1M +35,005 +63%
SHIM
108
Stone House Investment Management
Pennsylvania
$10.2M +$2.4M +20,751 +31%
TCM
109
Traynor Capital Management
Pennsylvania
$9.82M +$224K +1,937 +2%
BPCE
110
Bank Pictet & Cie (Europe)
Germany
$9.69M -$376K -3,250 -4%
TIM
111
Tortoise Investment Management
New York
$9.42M -$21.3K -184 -0.2%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$9.31M -$342K -2,950 -4%
BCM
113
Brookstone Capital Management
Illinois
$9.28M -$1.24M -10,739 -12%
IWA
114
Independence Wealth Advisors
Virginia
$9.26M -$110K -947 -1%
SGAM
115
Steinberg Global Asset Management
Florida
$9.25M +$193K +1,666 +2%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$9M -$378K -3,250 -4%
BFM
117
Broadview Financial Management
Wisconsin
$8.74M +$83.9K +724 +1%
HJA
118
Hugh Johnson Advisors
New York
$8.66M -$98.5K -850 -1%
TW
119
Transform Wealth
Colorado
$8.49M +$558K +4,814 +7%
BTS
120
BB&T Securities
Virginia
$8.44M -$183K -1,583 -2%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$8.17M -$62.6K -540 -0.8%
AMG
122
Asset Management Group
Connecticut
$8.12M -$48.2K -416 -0.6%
FAAS
123
First Allied Advisory Services
California
$7.79M +$1.1M +9,450 +16%
RWM
124
RKL Wealth Management
Pennsylvania
$7.68M -$175K -1,508 -2%
SI
125
Stephens Inc
Arkansas
$7.62M -$149K -1,285 -2%
3 4
5
6 7