iShares S&P 500 Value ETF
893 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 292 increasing their positions, 269 reducing their positions, and 27 closing their positions.
526% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 27
384% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $2.8M
27% more funds holding in top 10
Funds holding in top 10: 56 → 71 (+15)
19% more capital invested
Capital invested by funds: $11.3B → $13.5B (+$2.21B)
17% more funds holding
Funds holding: 766 → 893 (+127)
9% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 269
0.24% more ownership
Funds ownership: 72% → 72.25% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$104M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$92.3M |
| 3 |
Morgan Stanley
New York
|
+$54.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$31.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$50.8M |
| 2 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$22.4M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$21.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13.1M |
IVE Hedge Fund Activity: Q4 2020 in Review
893 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2020, worth a combined $13.5B — up 19% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new IVE positions and 27 closed out — a net gain of 142 holders — while 292 added to existing stakes and 269 trimmed.
The largest buyer was Allstate Corporation, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $50.8M.
- 893 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2020, up from 766 in Q3 2020.
- Funds reported $13.5B of iShares S&P 500 Value ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 169 funds opened new iShares S&P 500 Value ETF positions in Q4 2020 and 27 closed out, a net change of +142 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2020 was Allstate Corporation, an estimated $104M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2020 was JP Morgan Chase, an estimated $50.8M sold.
Based on aggregated 13F filings for Q4 2020.