IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

929 hedge funds and large institutions have $15.3B invested in iShares S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 329 increasing their positions, 297 reducing their positions, and 42 closing their positions.

Holders
929
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
16.32%
Holding in Top 10
73
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.41%
% of All Funds
1.28%
New
64
Increased
329
Reduced
297
Closed
42
Calls
$23.4M
Puts
$8.49M
Net Calls
+$14.9M
Net Calls Change
+$7.62M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$142M
2
Wells Fargo
2
Wells Fargo
California
$1.2B
3
Mariner
3
Mariner
Kansas
$118M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$123M
5
LPL Financial
5
LPL Financial
California
$251M

Top Sellers

1
WJA
1
Willis Johnson & Associates
Texas
$12.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.78B
3
SVCP
3
Silicon Valley Capital Partners
California
$1.72M
4
Lido Advisors
4
Lido Advisors
California
$70.3M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$3.95M +$17.3K +119 +0.4%
SC
252
Savant Capital
Illinois
$3.91M -$260K -1,791 -6%
JHCP
253
Jackson Hole Capital Partners
Oklahoma
$3.91M -$624K -4,290 -14%
PIM
254
Parker Investment Management
California
$3.84M -$463K -3,185 -11%
CA
255
Clearstead Advisors
Ohio
$3.83M -$30.5K -210 -0.8%
AWM
256
Avior Wealth Management
Nebraska
$3.81M -$485K -3,332 -11%
NB
257
Nicolet Bankshares
Wisconsin
$3.78M – – –
MSWMA
258
Market Street Wealth Management Advisors
Indiana
$3.76M -$3.2K -22 -0.1%
PWP
259
Personal Wealth Partners
Minnesota
$3.73M -$151K -1,039 -4%
WANY
260
Wealthspire Advisors (New York)
New York
$3.73M +$50.5K +347 +1%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$3.72M -$449K -3,089 -11%
BOS
262
Bingham Osborn & Scarborough
California
$3.7M +$14.8K +102 +0.4%
PB
263
Pinnacle Bancorp
Nebraska
$3.66M -$4.95K -34 -0.1%
TA
264
TrueWealth Advisors
Alabama
$3.66M -$400K -2,751 -10%
ASN
265
Advisory Services Network
Georgia
$3.62M -$2.75M -18,945 -43%
ZIG
266
Zurich Insurance Group
Switzerland
$3.61M -$33.5K -230 -0.9%
QCM
267
Quest Capital Management
Texas
$3.55M -$26K -179 -0.7%
EWM
268
Evercore Wealth Management
New York
$3.54M -$4.36K -30 -0.1%
RSWM
269
Robertson Stephens Wealth Management
California
$3.5M +$1.6M +11,000 +84%
IP
270
Investment Partners
Ohio
$3.47M +$82.3K +566 +2%
SHA
271
Seneca House Advisors
Virginia
$3.41M +$23.1K +159 +0.7%
Mirae Asset Global Investments
272
Mirae Asset Global Investments
South Korea
$3.33M +$3.33M +22,900 New
PP
273
Palladium Partners
Virginia
$3.32M -$5.09K -35 -0.2%
VPIM
274
Vanguard Personalized Indexing Management
California
$3.28M – – –
GG
275
GenWealth Group
New Jersey
$3.25M -$20.5K -141 -0.6%
9 10
11
12 13