iShares S&P 500 Value ETF
646 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 240 increasing their positions, 212 reducing their positions, and 28 closing their positions.
669% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $452K
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
17% more capital invested
Capital invested by funds: $9.64B → $11.3B (+$1.68B)
13% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 212
2% more funds holding in top 10
Funds holding in top 10: 57 → 58 (+1)
2% more funds holding
Funds holding: 636 → 646 (+10)
0.73% less ownership
Funds ownership: 65.21% → 64.48% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$119M |
| 2 |
Morgan Stanley
New York
|
+$116M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$45.2M |
| 4 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$26.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$626M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$106M |
| 3 |
Betterment LLC
New York
|
-$43.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.1M |
| 5 |
LPL Financial
San Diego,
California
|
-$10.7M |
IVE Hedge Fund Activity: Q3 2018 in Review
646 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q3 2018, worth a combined $11.3B — up 17% from $9.64B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IVE positions and 28 closed out — a net gain of 13 holders — while 240 added to existing stakes and 212 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $119M. The largest seller was Jones Financial Companies, cutting an estimated $626M.
- 646 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q3 2018, up from 636 in Q2 2018.
- Funds reported $11.3B of iShares S&P 500 Value ETF stock for Q3 2018, up 17% quarter-over-quarter.
- 41 funds opened new iShares S&P 500 Value ETF positions in Q3 2018 and 28 closed out, a net change of +13 holders.
- The largest iShares S&P 500 Value ETF buyer in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $119M added.
- The largest iShares S&P 500 Value ETF seller in Q3 2018 was Jones Financial Companies, an estimated $626M sold.
Based on aggregated 13F filings for Q3 2018.