IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

620 hedge funds and large institutions have $10.3B invested in iShares S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+74
Holders Change %
+13.55%
% of All Funds
14.08%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.54%
New
106
Increased
205
Reduced
177
Closed
26
Calls
$3.05M
Puts
$1.38M
Net Calls
+$1.67M
Net Calls Change
-$858K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$887M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
Bank of America
4
Bank of America
North Carolina
$766M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$74.9M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$398M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
HNB
3
Huntington National Bank
Ohio
$45M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
HCM
5
Highfields Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
176
People's United Financial
Connecticut
$4.16M -$169K -1,475 -4%
SNT
177
Security National Trust
West Virginia
$4.08M +$223K +1,955 +6%
GWM
178
Geneos Wealth Management
Colorado
$4.07M +$187K +1,634 +5%
AWM
179
Avior Wealth Management
Nebraska
$4.01M +$167K +1,463 +4%
FHC
180
First Heartland Consultants
Missouri
$3.99M +$200K +1,751 +5%
IA
181
IFP Advisors
Florida
$3.98M -$110K -967 -3%
CCM
182
Cribstone Capital Management
Maine
$3.84M +$9.71K +85 +0.3%
FMW
183
Farr Miller & Washington
District of Columbia
$3.82M -$45K -394 -1%
FNBT
184
FineMark National Bank & Trust
Florida
$3.8M -$70.9K -621 -2%
SRSA
185
S.R. Schill & Associates
Washington
$3.79M -$35.5K -311 -0.9%
B
186
Bailard
California
$3.79M -$139K -1,216 -4%
HCM
187
Hudson Capital Management
New Jersey
$3.71M +$3.71M +32,505 New
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$3.57M -$34.8K -305 -1%
PFA
189
Pathway Financial Advisors
Vermont
$3.55M +$3.55M +31,075 New
AIM
190
Advantage Investment Management
Iowa
$3.51M +$3.38M +29,554 +2,535%
IA
191
Independence Advisors
Pennsylvania
$3.51M -$35.9K -314 -1%
IFS
192
Ifrah Financial Services
Arkansas
$3.44M +$33.7K +295 +1%
GG
193
GenWealth Group
New Jersey
$3.44M +$1.18M +9,884 +53%
SEIA
194
Signature Estate & Investment Advisors
California
$3.41M +$10.2K +89 +0.3%
PCM
195
Price Capital Management
Louisiana
$3.37M +$3.37M +29,484 New
FMP
196
Financial Management Professionals
Texas
$3.31M +$86.5K +757 +3%
JIC
197
Johnson Investment Counsel
Ohio
$3.24M -$126K -1,103 -4%
JFGIW
198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.19M +$113K +991 +4%
FPGK
199
Financial Partners Group (Kansas)
Kansas
$3.11M +$3.11M +27,244 New
CAL
200
Capital Analysts LLC
Pennsylvania
$3.09M +$55.5K +486 +2%
6 7
8
9 10