Calamos Wealth Management LLC Buys 2,168 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Calamos Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 478,996 shares of the company’s stock after acquiring an additional 2,168 shares during the quarter. iShares S&P 500 Value ETF makes up about 4.6% of Calamos Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Calamos Wealth Management LLC owned about 0.27% of iShares S&P 500 Value ETF worth $91,431,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Calamos Advisors LLC boosted its stake in iShares S&P 500 Value ETF by 3.1% in the fourth quarter. Calamos Advisors LLC now owns 18,007 shares of the company’s stock valued at $3,437,000 after acquiring an additional 546 shares during the last quarter. Columbus Macro LLC grew its stake in shares of iShares S&P 500 Value ETF by 42.8% in the fourth quarter. Columbus Macro LLC now owns 10,269 shares of the company’s stock worth $1,960,000 after purchasing an additional 3,076 shares during the last quarter. GEN Financial Management INC. purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $440,000. Vantage Point Financial LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at approximately $933,000. Finally, GDS Wealth Management lifted its holdings in iShares S&P 500 Value ETF by 16.7% in the fourth quarter. GDS Wealth Management now owns 2,060 shares of the company’s stock valued at $393,000 after acquiring an additional 295 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $195.25 on Tuesday. The firm has a fifty day moving average price of $196.00 and a 200-day moving average price of $194.97. The stock has a market cap of $34.98 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1 year low of $173.01 and a 1 year high of $206.63.

iShares S&P 500 Value ETF Profile

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.