iShares S&P 500 Value ETF
726 hedge funds and large institutions have $10.4B invested in iShares S&P 500 Value ETF in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 239 increasing their positions, 270 reducing their positions, and 39 closing their positions.
1,764% more call options, than puts
Call options by funds: $9.34M | Put options by funds: $501K
28% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 39
3% more capital invested
Capital invested by funds: $10.1B → $10.4B (+$337M)
0.92% more ownership
Funds ownership: 66.21% → 67.12% (+0.92%)
0% more funds holding
Funds holding: 724 → 726 (+2)
3% less funds holding in top 10
Funds holding in top 10: 71 → 69 (-2)
11% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 270
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Townsend & Associates
Westminster,
Colorado
|
+$22.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$18.6M |
| 3 |
Morgan Stanley
New York
|
+$17M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$13.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$38.3M |
| 2 |
Goldman Sachs
New York
|
-$30.3M |
| 3 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
-$13.5M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$13.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.7M |
IVE Hedge Fund Activity: Q2 2019 in Review
726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2019, worth a combined $10.4B — up 3.3% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IVE positions and 39 closed out — a net gain of 11 holders — while 239 added to existing stakes and 270 trimmed.
The largest buyer was Townsend & Associates, opening a new position worth an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $38.3M.
- 726 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2019, up from 724 in Q1 2019.
- Funds reported $10.4B of iShares S&P 500 Value ETF stock for Q2 2019, up 3.3% quarter-over-quarter.
- 50 funds opened new iShares S&P 500 Value ETF positions in Q2 2019 and 39 closed out, a net change of +11 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2019 was Townsend & Associates, an estimated $22.5M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2019 was JP Morgan Chase, an estimated $38.3M sold.
Based on aggregated 13F filings for Q2 2019.