iShares S&P 500 Value ETF
547 hedge funds and large institutions have $9.52B invested in iShares S&P 500 Value ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 209 reducing their positions, and 18 closing their positions.
244% more call options, than puts
Call options by funds: $3.56M | Put options by funds: $1.04M
133% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 18
4% more funds holding
Funds holding: 528 → 547 (+19)
2% more funds holding in top 10
Funds holding in top 10: 56 → 57 (+1)
4% more capital invested
Capital invested by funds: $9.13B → $9.52B (+$394M)
0.31% more ownership
Funds ownership: 68.03% → 68.34% (+0.31%)
14% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$132M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.5M |
| 3 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$29.5M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$20M |
| 5 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
-$31.5M |
| 2 |
BlackRock
New York
|
-$22.3M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$17.7M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$13M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.7M |
IVE Hedge Fund Activity: Q3 2017 in Review
547 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q3 2017, worth a combined $9.52B — up 4.3% from $9.13B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IVE positions and 18 closed out — a net gain of 24 holders — while 180 added to existing stakes and 209 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $132M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $31.5M sold.
- 547 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q3 2017, up from 528 in Q2 2017.
- Funds reported $9.52B of iShares S&P 500 Value ETF stock for Q3 2017, up 4.3% quarter-over-quarter.
- 42 funds opened new iShares S&P 500 Value ETF positions in Q3 2017 and 18 closed out, a net change of +24 holders.
- The largest iShares S&P 500 Value ETF buyer in Q3 2017 was Jones Financial Companies, an estimated $132M added.
- The largest iShares S&P 500 Value ETF seller in Q3 2017 was Park Avenue Securities, an estimated $31.5M sold.
Based on aggregated 13F filings for Q3 2017.