iShares S&P 500 Value ETF
1,257 hedge funds and large institutions have $20.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 383 increasing their positions, 423 reducing their positions, and 57 closing their positions.
1,351% more call options, than puts
Call options by funds: $30.8M | Put options by funds: $2.12M
235% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 57
17% more capital invested
Capital invested by funds: $17.4B → $20.3B (+$2.95B)
15% more funds holding in top 10
Funds holding in top 10: 98 → 113 (+15)
10% more funds holding
Funds holding: 1,145 → 1,257 (+112)
1.95% more ownership
Funds ownership: 71.67% → 73.62% (+2%)
9% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 423
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$268M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$71.4M |
| 3 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$67.3M |
| 4 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$60.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$78.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$55.4M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$45.3M |
| 4 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$35.5M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$33.9M |
IVE Hedge Fund Activity: Q4 2023 in Review
1,257 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2023, worth a combined $20.3B — up 17% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new IVE positions and 57 closed out — a net gain of 134 holders — while 383 added to existing stakes and 423 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $268M. The largest seller was Ameriprise, cutting an estimated $78.7M.
- 1,257 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2023, up from 1,145 in Q3 2023.
- Funds reported $20.3B of iShares S&P 500 Value ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 191 funds opened new iShares S&P 500 Value ETF positions in Q4 2023 and 57 closed out, a net change of +134 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2023 was Goldman Sachs, an estimated $268M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2023 was Ameriprise, an estimated $78.7M sold.
Based on aggregated 13F filings for Q4 2023.