iShares S&P 500 Value ETF
1,116 hedge funds and large institutions have $17.3B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 65 closing their positions.
319% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $5.35M
149% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 65
31% more funds holding in top 10
Funds holding in top 10: 85 → 111 (+26)
16% more capital invested
Capital invested by funds: $14.9B → $17.3B (+$2.42B)
7% more funds holding
Funds holding: 1,044 → 1,116 (+72)
5% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 354
0.59% more ownership
Funds ownership: 69.09% → 69.68% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$204M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$97.7M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$65.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$63M |
| 5 |
HWM
Hohimer Wealth Management
Seattle,
Washington
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$179M |
| 2 |
WHAM
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
-$44.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$41.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$31.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.1M |
IVE Hedge Fund Activity: Q4 2022 in Review
1,116 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2022, worth a combined $17.3B — up 16% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new IVE positions and 65 closed out — a net gain of 97 holders — while 372 added to existing stakes and 354 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $204M. The largest seller was Envestnet Asset Management, cutting an estimated $179M.
- 1,116 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2022, up from 1,044 in Q3 2022.
- Funds reported $17.3B of iShares S&P 500 Value ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 162 funds opened new iShares S&P 500 Value ETF positions in Q4 2022 and 65 closed out, a net change of +97 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $204M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $179M sold.
Based on aggregated 13F filings for Q4 2022.