iShares S&P 500 Value ETF
526 hedge funds and large institutions have $9.1B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 191 reducing their positions, and 34 closing their positions.
160% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $924K
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
1.64% more ownership
Funds ownership: 66.2% → 67.84% (+1.6%)
1% more capital invested
Capital invested by funds: $9B → $9.1B (+$98.6M)
1% more funds holding
Funds holding: 523 → 526 (+3)
8% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 191
17% less funds holding in top 10
Funds holding in top 10: 66 → 55 (-11)
Top Buyers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$127M |
| 2 |
Goldman Sachs
New York
|
+$76.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$47.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.3M |
Top Sellers
| 1 |
BlackRock
New York
|
-$80.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$61.1M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$56.2M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$44.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$42.5M |
IVE Hedge Fund Activity: Q2 2017 in Review
526 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2017, worth a combined $9.1B — up 1.1% from $9B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IVE positions and 34 closed out — a net gain of 10 holders — while 176 added to existing stakes and 191 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $80.4M.
- 526 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2017, up from 523 in Q1 2017.
- Funds reported $9.1B of iShares S&P 500 Value ETF stock for Q2 2017, up 1.1% quarter-over-quarter.
- 44 funds opened new iShares S&P 500 Value ETF positions in Q2 2017 and 34 closed out, a net change of +10 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2017 was Jones Financial Companies, an estimated $127M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2017 was BlackRock, an estimated $80.4M sold.
Based on aggregated 13F filings for Q2 2017.