IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

318 hedge funds and large institutions have $4.49B invested in iShares S&P 500 Value ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 19 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.99%
New
27
Increased
130
Reduced
102
Closed
19
Calls
$3.77M
Puts
$3.82M
Net Calls
-$45K
Net Calls Change
+$4.19M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$148M
2
Franklin Resources
2
Franklin Resources
California
$57.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$32.4M
4
PWAG
4
Polaris Wealth Advisory Group
California
$54.1M
5
LPL Financial
5
LPL Financial
California
$169M

Top Sellers

1
ACH
1
Axis Capital Holdings
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Axa
3
Axa
France
$8.25M
4
UCFA
4
United Capital Financial Advisors
Texas
$75.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
126
Financial Management Professionals
Texas
$2.05M 22,803 +311 +1%
UBWV
127
United Bank (West Virginia)
West Virginia
$1.97M 21,872 -376 -2%
Truist Financial
128
Truist Financial
North Carolina
$1.96M 21,785 -2,998 -12%
GT
129
Greenleaf Trust
Michigan
$1.96M 21,716 -743 -3%
SNT
130
Security National Trust
West Virginia
$1.84M 20,415 -65 -0.3%
ACM
131
Ashford Capital Management
Delaware
$1.83M 20,311 – –
FBA
132
Front Barnett Associates
Illinois
$1.77M 19,675 +1,435 +8%
HighTower Advisors
133
HighTower Advisors
Illinois
$1.62M 18,004 +157 +0.9%
OC
134
Oppenheimer & Co
New York
$1.61M 17,832 -656 -4%
CW
135
Cobiz Wealth
Colorado
$1.59M 17,623 +3,296 +23%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$1.56M 17,364 -608 -3%
BUB
137
BBVA USA Bancshares
Texas
$1.54M 17,090 +4,278 +33%
CIBC World Market
138
CIBC World Market
Ontario, Canada
$1.51M 16,736 +186 +1%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$1.49M 16,501 -1,160 -7%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$1.47M 16,308 +156 +1%
SC
141
Savant Capital
Illinois
$1.46M 16,161 -925 -5%
1GA
142
1st Global Advisors
Texas
$1.44M 16,013 +40 +0.3%
HB
143
Homrich & Berg
Georgia
$1.43M 15,919 +4 +0%
MAM
144
Marquette Asset Management
Minnesota
$1.41M 15,691 – –
TNB
145
Thomasville National Bank
Georgia
$1.37M 15,161 -146 -1%
CA
146
Cetera Advisors
Colorado
$1.34M 14,833 +9 +0.1%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$1.32M 14,662 – –
KFS
148
KMS Financial Services
Washington
$1.3M 14,404 +285 +2%
MAA
149
Managed Account Advisors
New Jersey
$1.26M 14,006 +6,358 +83%
IFA
150
Interactive Financial Advisors
Illinois
$1.25M 13,820 -1,233 -8%
4 5
6
7 8