IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

726 hedge funds and large institutions have $9.56B invested in iShares S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 262 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+80
Holders Change %
+12.38%
% of All Funds
16.2%
Holding in Top 10
74
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+27.59%
% of All Funds
1.65%
New
138
Increased
262
Reduced
197
Closed
53
Calls
$3.47M
Puts
$3K
Net Calls
+$3.47M
Net Calls Change
+$445K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$807M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$679M
3
DSA
Davis Selected Advisers
Arizona
$52M
4
BlackRock
BlackRock
New York
$85.8M
5
AG
Advisor Group
Arizona
$105M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
CWM
Cornerstone Wealth Management
Missouri
$1.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$223M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
HNB
Huntington National Bank
Ohio
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NNP
201
Nachman Norwood & Parrott
South Carolina
$3.45M +$3.45M +34,088 New
PP
202
Paloma Partners
Connecticut
$3.44M +$3.44M +33,990 New
PFA
203
Pathway Financial Advisors
Vermont
$3.4M +$2.83K +28 +0.1%
PFP
204
Pinnacle Financial Partners
Tennessee
$3.36M +$281K +2,775 +9%
NFG
205
Next Financial Group
Texas
$3.36M +$3.04M +30,049 +942%
PFA
206
Pinnacle Family Advisors
Missouri
$3.33M +$2.39M +23,611 +254%
GG
207
GenWealth Group
New Jersey
$3.3M +$4.96K +49 +0.2%
PSUF
208
People's United Financial
Connecticut
$3.26M +$253K +2,504 +8%
B
209
Bailard
California
$3.07M -$27.6K -273 -0.9%
Barclays
210
Barclays
United Kingdom
$3.06M +$2.3M +22,734 +303%
IA
211
Independence Advisors
Pennsylvania
$3.05M -$4.65K -46 -0.2%
SEIA
212
Signature Estate & Investment Advisors
California
$3.02M +$134K +1,321 +5%
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.97M +$4.25K +42 +0.1%
IUHSA
214
Itau Unibanco Holding S.A.
Brazil
$2.96M – – –
SC
215
Savant Capital
Illinois
$2.94M +$1.85M +18,275 +169%
BCI
216
Brinker Capital Investments
Pennsylvania
$2.91M +$447K +4,417 +18%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$2.9M +$2.53M +24,974 +678%
BWA
218
BDO Wealth Advisors
Florida
$2.82M +$2.07M +20,512 +280%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2.81M +$114K +1,129 +4%
SRSA
220
S.R. Schill & Associates
Washington
$2.79M -$24.1K -238 -0.9%
HCM
221
Hudson Capital Management
New Jersey
$2.77M -$119K -1,170 -4%
NSB
222
Norway Savings Bank
Maine
$2.76M -$61.7K -610 -2%
NB
223
Nicolet Bankshares
Wisconsin
$2.75M – – –
SPIA
224
Steward Partners Investment Advisory
New York
$2.74M -$267K -2,643 -9%
MA
225
Mutual Advisors
Nebraska
$2.73M -$491K -4,851 -15%
7 8
9
10 11