iShares S&P 500 Value ETF
762 hedge funds and large institutions have $11.1B invested in iShares S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 227 increasing their positions, 305 reducing their positions, and 68 closing their positions.
395% more call options, than puts
Call options by funds: $5.95M | Put options by funds: $1.2M
12% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 68
8% more capital invested
Capital invested by funds: $10.2B → $11.1B (+$846M)
0% more funds holding
Funds holding: 759 → 762 (+3)
1.67% less ownership
Funds ownership: 73.17% → 71.5% (-1.7%)
15% less funds holding in top 10
Funds holding in top 10: 66 → 56 (-10)
26% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 305
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$57.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.8M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$23.3M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$21.3M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$125M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$83.7M |
| 3 |
Morgan Stanley
New York
|
-$72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$54.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$54.4M |
IVE Hedge Fund Activity: Q2 2020 in Review
762 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2020, worth a combined $11.1B — up 8.3% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IVE positions and 68 closed out — a net gain of 8 holders — while 227 added to existing stakes and 305 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $57.6M. The largest seller was JP Morgan Chase, cutting an estimated $125M.
- 762 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2020, up from 759 in Q1 2020.
- Funds reported $11.1B of iShares S&P 500 Value ETF stock for Q2 2020, up 8.3% quarter-over-quarter.
- 76 funds opened new iShares S&P 500 Value ETF positions in Q2 2020 and 68 closed out, a net change of +8 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2020 was Varma Mutual Pension Insurance Co, an estimated $57.6M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2020 was JP Morgan Chase, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2020.