iShares S&P 500 Value ETF
1,039 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 384 increasing their positions, 265 reducing their positions, and 48 closing their positions.
256% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 48
161% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $7.58M
109% more capital inflows, than outflows
Capital inflows: $967M | Capital outflows: $463M
45% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 265
15% more funds holding in top 10
Funds holding in top 10: 73 → 84 (+11)
11% more funds holding
Funds holding: 935 → 1,039 (+104)
0.75% more ownership
Funds ownership: 70.37% → 71.12% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$32.3M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$107M |
| 2 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$91.5M |
| 3 |
Harbour Investments
Madison,
Wisconsin
|
-$54.8M |
| 4 |
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$35.7M |
| 5 |
Arch Capital Group
Pembroke,
Bermuda
|
-$13.3M |
IVE Hedge Fund Activity: Q4 2021 in Review
1,039 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2021, worth a combined $17.1B — up 12% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new IVE positions and 48 closed out — a net gain of 123 holders — while 384 added to existing stakes and 265 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $107M.
- 1,039 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2021, up from 935 in Q3 2021.
- Funds reported $17.1B of iShares S&P 500 Value ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 171 funds opened new iShares S&P 500 Value ETF positions in Q4 2021 and 48 closed out, a net change of +123 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2021 was Morgan Stanley, an estimated $58.3M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2021 was JP Morgan Chase, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2021.