IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

636 hedge funds and large institutions have $9.65B invested in iShares S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 190 increasing their positions, 233 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
14.58%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.31%
New
40
Increased
190
Reduced
233
Closed
27
Calls
$8.41M
Puts
$4.5M
Net Calls
+$3.92M
Net Calls Change
-$2.43M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$415M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$349M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$607M
4
UBS Group
UBS Group
Switzerland
$396M
5
SEI Investments
SEI Investments
Pennsylvania
$176M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$612M
2
VA
Valmark Advisers
Ohio
$76.4M
3
Franklin Resources
Franklin Resources
California
$2.12M
4
HNB
Huntington National Bank
Ohio
$42.7M
5
Wells Fargo
Wells Fargo
California
$774M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
176
Invesco
Georgia
$3.48M -$600K -5,446 -15%
B
177
Bailard
California
$3.47M -$17.8K -162 -0.5%
SRSA
178
S.R. Schill & Associates
Washington
$3.46M -$129K -1,171 -4%
PFA
179
Pathway Financial Advisors
Vermont
$3.39M -$33K -300 -1%
IA
180
Independence Advisors
Pennsylvania
$3.35M -$689K -6,259 -17%
SAM
181
Silvercrest Asset Management
New York
$3.33M -$151K -1,375 -4%
IA
182
IFP Advisors
Florida
$3.31M -$521K -4,734 -14%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$3.27M -$244K -2,218 -7%
MA
184
Mutual Advisors
Nebraska
$3.22M +$539K +4,894 +20%
HCM
185
Hudson Capital Management
New Jersey
$3.21M -$94.5K -861 -3%
NSB
186
Norway Savings Bank
Maine
$3.08M +$68.8K +625 +2%
JFGIW
187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.07M – – –
SEIA
188
Signature Estate & Investment Advisors
California
$3.05M -$199K -1,804 -6%
NB
189
Nicolet Bankshares
Wisconsin
$3.01M +$73.9K +671 +3%
SF
190
Synovus Financial
Georgia
$2.99M +$30.3K +275 +1%
SCA
191
Snowden Capital Advisors
New York
$2.92M -$67.2K -610 -2%
SPIA
192
Steward Partners Investment Advisory
New York
$2.89M +$887K +8,055 +44%
Wolverine Trading
193
Wolverine Trading
Illinois
$2.87M – – –
FCC
194
Florin Court Capital
United Kingdom
$2.82M +$1.87M +17,000 +198%
WWM
195
Windsor Wealth Management
Indiana
$2.79M – – –
Two Sigma Advisers
196
Two Sigma Advisers
New York
$2.75M +$110K +1,000 +4%
DWM
197
Darwin Wealth Management
Florida
$2.62M -$35.3K -321 -1%
ALIONA
198
Allianz Life Insurance of North America
Minnesota
$2.61M -$237K -2,155 -8%
SCM
199
Stordahl Capital Management
Colorado
$2.6M -$14.4K -131 -0.6%
BUB
200
BBVA USA Bancshares
Texas
$2.56M +$14.9K +135 +0.6%
6 7
8
9 10