iShares S&P 500 Value ETF
1,529 hedge funds and large institutions have $31.8B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 607 increasing their positions, 480 reducing their positions, and 85 closing their positions.
137% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $7.56M
26% more repeat investments, than reductions
Existing positions increased: 607 | Existing positions reduced: 480
22% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 85
6% more capital invested
Capital invested by funds: $30B → $31.8B (+$1.84B)
0.59% more ownership
Funds ownership: 80.2% → 80.79% (+0.59%)
0% more funds holding
Funds holding: 1,528 → 1,529 (+1)
6% less funds holding in top 10
Funds holding in top 10: 138 → 130 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$436M |
| 2 |
LPL Financial
San Diego,
California
|
+$174M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$90.3M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$61.9M |
| 5 |
Morgan Stanley
New York
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$59.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$47.5M |
| 3 |
Goldman Sachs
New York
|
-$44.2M |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
-$39.4M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$36.7M |
IVE Hedge Fund Activity: Q2 2025 in Review
1,529 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2025, worth a combined $31.8B — up 6.1% from $30B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IVE positions and 85 closed out — a net gain of 19 holders — while 607 added to existing stakes and 480 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $436M. The largest seller was Charles Schwab, cutting an estimated $59.9M.
- 1,529 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2025, up from 1,528 in Q1 2025.
- Funds reported $31.8B of iShares S&P 500 Value ETF stock for Q2 2025, up 6.1% quarter-over-quarter.
- 104 funds opened new iShares S&P 500 Value ETF positions in Q2 2025 and 85 closed out, a net change of +19 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $436M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2025 was Charles Schwab, an estimated $59.9M sold.
Based on aggregated 13F filings for Q2 2025.