IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,495 hedge funds and large institutions have $31.5B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 596 increasing their positions, 469 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,495
Holders Change
-14
Holders Change %
-0.93%
% of All Funds
20.07%
Holding in Top 10
126
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.26%
% of All Funds
1.69%
New
98
Increased
596
Reduced
469
Closed
84
Calls
$17.9M
Puts
$7.56M
Net Calls
+$10.4M
Net Calls Change
-$3.55M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.1B
2
LPL Financial
2
LPL Financial
California
$1.55B
3
Ameriprise
3
Ameriprise
Minnesota
$592M
4
EWA
4
EP Wealth Advisors
California
$73.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.76B

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$120M
2
AAP
2
Arax Advisory Partners
Colorado
$4.57M
3
Charles Schwab
3
Charles Schwab
California
$338K
4
Bank of America
4
Bank of America
North Carolina
$1.63B
5
Goldman Sachs
5
Goldman Sachs
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCE
226
Bank Pictet & Cie (Europe)
Germany
$12.2M – – –
AWM
227
Apollon Wealth Management
South Carolina
$12.2M +$818K +4,187 +7%
IC
228
IEQ Capital
California
$12M -$3.47M -17,738 -22%
GPA
229
Guidance Point Advisors
Massachusetts
$12M -$76.2K -390 -0.6%
SA
230
Sovran Advisors
California
$12M +$2.12M +10,767 +22%
MWM
231
McNaughton Wealth Management
California
$11.9M +$1.28M +6,560 +12%
CFG
232
Citizens Financial Group
Rhode Island
$11.6M -$432K -2,209 -4%
FFN
233
Focus Financial Network
Minnesota
$11.6M +$277K +1,415 +2%
FAIM
234
Financial Advocates Investment Management
Washington
$11.6M -$175K -896 -1%
CWS
235
Cypress Wealth Services
California
$11.5M -$547K -2,801 -5%
BOS
236
Bank of Stockton
California
$11.5M +$297K +1,519 +3%
PP
237
Prosperity Planning
Missouri
$11.4M -$264K -1,349 -2%
AWA
238
Arkadios Wealth Advisors
Georgia
$11.2M +$1.82M +9,306 +19%
PA
239
Parallel Advisors
California
$11.1M +$321K +1,641 +3%
SWM
240
Scissortail Wealth Management
Oklahoma
$11.1M +$401K +2,051 +4%
RIA
241
Regal Investment Advisors
Michigan
$11.1M +$1.62M +8,278 +17%
BHWM
242
Bay Harbor Wealth Management
Maryland
$11M +$1.62M +8,306 +17%
AWMG
243
ADG Wealth Management Group
Louisiana
$11M +$901K +4,613 +9%
CAG
244
Csenge Advisory Group
Florida
$11M +$760K +4,021 +7%
BFM
245
Broadview Financial Management
Wisconsin
$10.8M -$286K -1,462 -3%
CIA
246
Concurrent Investment Advisors
Florida
$10.8M +$286K +1,462 +3%
Corient Private Wealth
247
Corient Private Wealth
Florida
$10.7M -$31.9M -164,199 -75%
LNWWM
248
Laird Norton Wetherby Wealth Management
California
$10.7M +$10.7M +54,677 New
FTS
249
Fifth Third Securities
Ohio
$10.6M +$672K +3,438 +7%
AFP
250
Ausdal Financial Partners
Iowa
$10.6M -$1.54M -7,871 -13%
8 9
10
11 12