iShares S&P 500 Value ETF $IVE Stock Holdings Boosted by Calamos Wealth Management LLC

Calamos Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 585,396 shares of the company’s stock after purchasing an additional 8,292 shares during the period. iShares S&P 500 Value ETF comprises approximately 4.3% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 6th largest holding. Calamos Wealth Management LLC owned 0.26% of iShares S&P 500 Value ETF worth $124,145,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in IVE. Envestnet Asset Management Inc. raised its stake in shares of iShares S&P 500 Value ETF by 5.4% during the 3rd quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock worth $4,568,288,000 after purchasing an additional 1,137,886 shares during the period. Park Avenue Securities LLC raised its stake in shares of iShares S&P 500 Value ETF by 40.4% during the 4th quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock worth $523,293,000 after purchasing an additional 710,518 shares during the period. CWM LLC raised its stake in shares of iShares S&P 500 Value ETF by 37.5% during the 4th quarter. CWM LLC now owns 2,579,248 shares of the company’s stock worth $546,981,000 after purchasing an additional 702,987 shares during the period. Ameriprise Financial Inc. raised its stake in shares of iShares S&P 500 Value ETF by 19.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,031,014 shares of the company’s stock worth $591,818,000 after purchasing an additional 484,782 shares during the period. Finally, Two Sigma Investments LP raised its stake in shares of iShares S&P 500 Value ETF by 700.0% during the 3rd quarter. Two Sigma Investments LP now owns 327,200 shares of the company’s stock worth $67,570,000 after purchasing an additional 286,300 shares during the period.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $220.63 on Friday. The stock has a market capitalization of $48.67 billion, a price-to-earnings ratio of 20.70 and a beta of 0.85. iShares S&P 500 Value ETF has a one year low of $180.00 and a one year high of $223.05. The business’s fifty day moving average is $216.03 and its 200-day moving average is $213.67.

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.