IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

398 hedge funds and large institutions have $5.57B invested in iShares S&P 500 Value ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 159 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+41
Holders Change %
+11.48%
% of All Funds
10.45%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
1.08%
New
71
Increased
159
Reduced
104
Closed
26
Calls
$14.3M
Puts
$864K
Net Calls
+$13.4M
Net Calls Change
-$13.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
HI
2
Horizon Investments
North Carolina
$161M
3
LPL Financial
3
LPL Financial
California
$146M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$259M
5
Bank of America
5
Bank of America
North Carolina
$363M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$211K
2
VA
2
Valmark Advisers
Ohio
$442M
3
Franklin Resources
3
Franklin Resources
California
$38.2M
4
LI
4
LVZ Inc
Michigan
$0
5
NFG
5
Noven Financial Group
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$1.33M +$128K +1,451 +11%
SIA
177
Starfire Investment Advisers
Michigan
$1.31M – – –
HW
178
Hancock Whitney
Mississippi
$1.31M +$463K +5,227 +55%
TCT
179
TIAA CREF Trust
Missouri
$1.31M +$84.6K +956 +7%
1GA
180
1st Global Advisors
Texas
$1.3M -$11.3K -128 -0.9%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$1.29M +$443 +5 +0%
HB
182
Homrich & Berg
Georgia
$1.28M -$109K -1,226 -8%
HC
183
HHG & Company
Connecticut
$1.28M -$209K -2,358 -14%
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$1.27M -$20.8K -235 -2%
TNB
185
Thomasville National Bank
Georgia
$1.26M -$59.8K -675 -5%
OC
186
Oppenheimer & Co
New York
$1.23M -$149K -1,686 -11%
CA
187
Cetera Advisors
Colorado
$1.22M +$111K +1,252 +10%
TFCP
188
Twin Focus Capital Partners
Massachusetts
$1.18M +$7.53K +85 +0.6%
ECM
189
ETrade Capital Management
Virginia
$1.17M -$15.6K -176 -1%
FMW
190
Farr Miller & Washington
District of Columbia
$1.12M +$114K +1,293 +11%
TH
191
Timber Hill
Connecticut
$1.12M +$1.12M +12,629 New
IA
192
IFP Advisors
Florida
$1.11M +$1.11M +12,530 New
IP
193
Investment Partners
Ohio
$1.07M -$2.57K -29 -0.2%
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.05M +$12K +135 +1%
SFG
195
SNS Financial Group
Minnesota
$1.04M +$78.9K +891 +8%
SFA
196
Sequoia Financial Advisors
Ohio
$1.04M +$56.4K +637 +6%
NAM
197
North American Management
Massachusetts
$1.02M +$780K +8,810 +326%
RJT
198
Raymond James Trust
Florida
$977K -$25K -282 -2%
RBC
199
Roble Belko & Company
Pennsylvania
$969K – – –
Brown Advisory
200
Brown Advisory
Maryland
$964K +$160K +1,806 +20%
6 7
8
9 10