iShares S&P 500 Value ETF
361 hedge funds and large institutions have $5.03B invested in iShares S&P 500 Value ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 138 increasing their positions, 92 reducing their positions, and 19 closing their positions.
232% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 19
50% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 92
45% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $947K
13% more funds holding
Funds holding: 320 → 361 (+41)
12% more capital invested
Capital invested by funds: $4.48B → $5.03B (+$556M)
9% more funds holding in top 10
Funds holding in top 10: 35 → 38 (+3)
2.44% more ownership
Funds ownership: 55.4% → 57.83% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$89.1M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$49.8M |
| 3 |
VanEck Associates
New York
|
+$42.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$31.4M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$38.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$35.5M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$26M |
| 4 |
LPL Financial
San Diego,
California
|
-$13.8M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$12.9M |
IVE Hedge Fund Activity: Q4 2014 in Review
361 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2014, worth a combined $5.03B — up 12% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IVE positions and 19 closed out — a net gain of 44 holders — while 138 added to existing stakes and 92 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $89.1M. The largest seller was Simply Money Advisors, exiting entirely with an estimated $38.2M sold.
- 361 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2014, up from 320 in Q3 2014.
- Funds reported $5.03B of iShares S&P 500 Value ETF stock for Q4 2014, up 12% quarter-over-quarter.
- 63 funds opened new iShares S&P 500 Value ETF positions in Q4 2014 and 19 closed out, a net change of +44 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2014 was Goldman Sachs, an estimated $89.1M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2014 was Simply Money Advisors, an estimated $38.2M sold.
Based on aggregated 13F filings for Q4 2014.