Calamos Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2,585.9% in the first quarter, HoldingsChannel reports. The institutional investor owned 619,118 shares of the company’s stock after buying an additional 596,067 shares during the period. Calamos Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $130,727,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of the stock. Rockwood Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 2.7% during the first quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock worth $377,000 after acquiring an additional 47 shares in the last quarter. Flagship Private Wealth LLC grew its stake in iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after purchasing an additional 48 shares in the last quarter. Patten & Patten Inc. TN grew its stake in iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after purchasing an additional 48 shares in the last quarter. Bernardo Wealth Planning LLC increased its position in shares of iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after purchasing an additional 49 shares during the last quarter. Finally, Stegner Investment Associates Inc. increased its position in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after purchasing an additional 49 shares during the last quarter.
iShares S&P 500 Value ETF Stock Up 0.2%
Shares of iShares S&P 500 Value ETF stock opened at $230.88 on Tuesday. The stock has a market cap of $48.72 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 12-month low of $193.90 and a 12-month high of $232.28. The business’s 50 day moving average is $227.03 and its 200-day moving average is $220.28.
About iShares S&P 500 Value ETF
iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.
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