iShares S&P 500 Value ETF
528 hedge funds and large institutions have $9.13B invested in iShares S&P 500 Value ETF in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 192 reducing their positions, and 34 closing their positions.
160% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $924K
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
1.59% more ownership
Funds ownership: 66.44% → 68.03% (+1.6%)
1% more capital invested
Capital invested by funds: $9.06B → $9.13B (+$68.3M)
1% more funds holding
Funds holding: 525 → 528 (+3)
8% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 192
16% less funds holding in top 10
Funds holding in top 10: 67 → 56 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$127M |
| 2 |
Goldman Sachs
New York
|
+$76.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$47.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$80.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$61.1M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$56.2M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$44.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$42.5M |
IVE Hedge Fund Activity: Q2 2017 in Review
528 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2017, worth a combined $9.13B — up 0.75% from $9.06B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IVE positions and 34 closed out — a net gain of 10 holders — while 176 added to existing stakes and 192 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $80.4M.
- 528 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2017, up from 525 in Q1 2017.
- Funds reported $9.13B of iShares S&P 500 Value ETF stock for Q2 2017, up 0.75% quarter-over-quarter.
- 44 funds opened new iShares S&P 500 Value ETF positions in Q2 2017 and 34 closed out, a net change of +10 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2017 was Jones Financial Companies, an estimated $127M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2017 was BlackRock, an estimated $80.4M sold.
Based on aggregated 13F filings for Q2 2017.