iShares S&P 500 Value ETF
727 hedge funds and large institutions have $9.59B invested in iShares S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 53 closing their positions.
115,600% more call options, than puts
Call options by funds: $3.47M | Put options by funds: $3K
162% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 53
34% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 196
28% more funds holding in top 10
Funds holding in top 10: 58 → 74 (+16)
13% more funds holding
Funds holding: 646 → 727 (+81)
1.31% more ownership
Funds ownership: 64.48% → 65.79% (+1.3%)
15% less capital invested
Capital invested by funds: $11.3B → $9.59B (-$1.73B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$777M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$144M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$55M |
| 4 |
BlackRock
New York
|
+$42.8M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$486M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$69.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$49.8M |
| 4 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$26.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$19.5M |
IVE Hedge Fund Activity: Q4 2018 in Review
727 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2018, worth a combined $9.59B — down 15% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new IVE positions and 53 closed out — a net gain of 86 holders — while 263 added to existing stakes and 196 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $777M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $486M sold.
- 727 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2018, up from 646 in Q3 2018.
- Funds reported $9.59B of iShares S&P 500 Value ETF stock for Q4 2018, down 15% quarter-over-quarter.
- 139 funds opened new iShares S&P 500 Value ETF positions in Q4 2018 and 53 closed out, a net change of +86 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $777M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2018 was Varma Mutual Pension Insurance Co, an estimated $486M sold.
Based on aggregated 13F filings for Q4 2018.