iShares S&P 500 Value ETF
1,147 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 345 increasing their positions, 455 reducing their positions, and 58 closing their positions.
764% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $2.93M
55% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 58
5% more funds holding in top 10
Funds holding in top 10: 95 → 100 (+5)
2% more funds holding
Funds holding: 1,126 → 1,147 (+21)
0.75% more ownership
Funds ownership: 69.45% → 70.2% (+0.75%)
24% less capital inflows, than outflows
Capital inflows: $577M | Capital outflows: $755M
24% less repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 455
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$70.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 4 |
Polaris Wealth Advisory Group
San Rafael,
California
|
+$19.9M |
| 5 |
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$170M |
| 2 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$111M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$31.8M |
| 4 |
Goldman Sachs
New York
|
-$29.7M |
| 5 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$25.2M |
IVE Hedge Fund Activity: Q2 2023 in Review
1,147 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2023, worth a combined $18B — up 6% from $17B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new IVE positions and 58 closed out — a net gain of 32 holders — while 345 added to existing stakes and 455 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $70.6M. The largest seller was JP Morgan Chase, cutting an estimated $170M.
- 1,147 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2023, up from 1,126 in Q1 2023.
- Funds reported $18B of iShares S&P 500 Value ETF stock for Q2 2023, up 6% quarter-over-quarter.
- 90 funds opened new iShares S&P 500 Value ETF positions in Q2 2023 and 58 closed out, a net change of +32 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $70.6M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2023 was JP Morgan Chase, an estimated $170M sold.
Based on aggregated 13F filings for Q2 2023.