iShares S&P 500 Value ETF
1,072 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 429 increasing their positions, 284 reducing their positions, and 67 closing their positions.
468% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $2.67M
70% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 67
51% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 284
15% more funds holding in top 10
Funds holding in top 10: 84 → 97 (+13)
7% more capital invested
Capital invested by funds: $17.1B → $18.3B (+$1.14B)
3% more funds holding
Funds holding: 1,037 → 1,072 (+35)
0.64% less ownership
Funds ownership: 71.1% → 70.46% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$312M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$114M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$102M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$76.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$75.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$144M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.7M |
| 3 |
VR
Viridian RIA
Bothell,
Washington
|
-$22.2M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$19.2M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.7M |
IVE Hedge Fund Activity: Q1 2022 in Review
1,072 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q1 2022, worth a combined $18.3B — up 6.6% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new IVE positions and 67 closed out — a net gain of 47 holders — while 429 added to existing stakes and 284 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $312M. The largest seller was BlackRock, cutting an estimated $144M.
- 1,072 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q1 2022, up from 1,037 in Q4 2021.
- Funds reported $18.3B of iShares S&P 500 Value ETF stock for Q1 2022, up 6.6% quarter-over-quarter.
- 114 funds opened new iShares S&P 500 Value ETF positions in Q1 2022 and 67 closed out, a net change of +47 holders.
- The largest iShares S&P 500 Value ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $312M added.
- The largest iShares S&P 500 Value ETF seller in Q1 2022 was BlackRock, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2022.