IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
Truist Financial
North Carolina
$81.3M
4
UBS Group
UBS Group
Switzerland
$545M
5
AWA
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$670M
2
HNB
Huntington National Bank
Ohio
$129M
3
WHAM
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
Bank of America
North Carolina
$980M
5
Wells Fargo
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$6.6M +$13.9K +96 +0.2%
BFA
227
BBJS Financial Advisors
Washington
$6.6M +$6.6M +45,472 New
LWP
228
LMG Wealth Partners
Louisiana
$6.59M +$6.59M +43,164 New
PA
229
Parallel Advisors
California
$6.58M +$1.06M +7,280 +19%
B
230
Bailard
California
$6.55M +$77.5K +534 +1%
BFS
231
Bradley Foster & Sargent
Connecticut
$6.51M -$93.7K -646 -1%
SWMP
232
Signature Wealth Management Partners
New Jersey
$6.48M +$388K +2,674 +6%
HWM
233
HB Wealth Management
Georgia
$6.38M -$96K -662 -1%
GI
234
Glovista Investments
New Jersey
$6.33M +$6.33M +43,617 New
ASFA
235
All Season Financial Advisors
Colorado
$6.31M +$2.61K +18 +0%
SWM
236
Soundmark Wealth Management
Washington
$6.3M +$4.64K +32 +0.1%
FPAS
237
Focus Partners Advisor Solutions
Missouri
$6.28M +$301K +2,078 +5%
PFA
238
Pure Financial Advisors
California
$6.26M -$394K -2,714 -6%
AIG
239
American International Group
New York
$6.2M -$3.16M -21,800 -34%
ASW
240
Astoria Strategic Wealth
Texas
$6.2M +$150K +1,033 +2%
PAS
241
Park Avenue Securities
New York
$6.2M +$468K +3,223 +8%
IC
242
IEQ Capital
California
$6.15M +$30.5K +210 +0.5%
FHC
243
First Heartland Consultants
Missouri
$6.11M +$1.59M +10,952 +35%
GWM
244
Geneos Wealth Management
Colorado
$6.08M +$23.4K +161 +0.4%
FMWA
245
Forvis Mazars Wealth Advisors
Missouri
$6.04M -$289K -1,993 -5%
EWA
246
Exencial Wealth Advisors
Oklahoma
$5.94M -$156K -1,073 -3%
FMP
247
Financial Management Professionals
Texas
$5.93M -$87.3K -602 -1%
COCM
248
Charter Oak Capital Management
New Hampshire
$5.9M +$875K +6,029 +17%
RWM
249
RKL Wealth Management
Pennsylvania
$5.86M +$62.8K +433 +1%
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$5.81M +$119K +818 +2%
8 9
10
11 12