IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$357M
2
Stifel Financial
Stifel Financial
Missouri
$366M
3
Wells Fargo
Wells Fargo
California
$892M
4
Lido Advisors
Lido Advisors
California
$102M
5
Morgan Stanley
Morgan Stanley
New York
$1.58B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
HNB
Huntington National Bank
Ohio
$80.1M
5
AC
Allstate Corporation
Illinois
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
276
Bingham Osborn & Scarborough
California
$3.58M +$372K +2,636 +12%
TA
277
TrueWealth Advisors
Alabama
$3.49M +$3.05M +21,178 +690%
QCM
278
Quest Capital Management
Texas
$3.46M +$23.9K +169 +0.7%
EWM
279
Evercore Wealth Management
New York
$3.44M +$14.5K +103 +0.4%
LA
280
Lynch & Associates
Indiana
$3.42M +$2.19M +15,479 +177%
SIA
281
Soltis Investment Advisors
Utah
$3.38M +$2.34M +16,587 +227%
FHC
282
First Heartland Consultants
Missouri
$3.37M +$1.7K +12 +0.1%
LFAS
283
Level Four Advisory Services
Texas
$3.36M -$901K -6,382 -21%
CFB
284
Cullen/Frost Bankers
Texas
$3.33M -$5.65K -40 -0.2%
ELC
285
Edgar Lomax Company
Virginia
$3.32M – – –
IP
286
Investment Partners
Ohio
$3.3M +$784K +5,547 +31%
PP
287
Palladium Partners
Virginia
$3.29M -$35.7K -253 -1%
AWM
288
AE Wealth Management
Kansas
$3.19M +$1.84M +13,008 +136%
VPIM
289
Vanguard Personalized Indexing Management
California
$3.19M – – –
GG
290
GenWealth Group
New Jersey
$3.17M -$1.22M -8,613 -28%
WB
291
WesBanco Bank
West Virginia
$3.08M +$3.08M +21,794 New
IA
292
IFP Advisors
Florida
$2.99M +$66.5K +471 +2%
SCM
293
SOL Capital Management
Maryland
$2.98M +$9.18K +65 +0.3%
SCM
294
Stordahl Capital Management
Colorado
$2.95M -$28.1K -199 -0.9%
CAM
295
Cresset Asset Management
Illinois
$2.95M +$1.22M +8,650 +71%
IDA
296
Intelligence Driven Advisers
California
$2.93M -$8.9K -63 -0.3%
NFG
297
Nations Financial Group
Iowa
$2.92M +$1.99M +14,075 +214%
LB
298
Leo Brokerage
Texas
$2.91M -$4.94K -35 -0.2%
SG Americas Securities
299
SG Americas Securities
New York
$2.87M -$5.1M -36,120 -64%
FCBT
300
First Citizens Bank & Trust
North Carolina
$2.87M -$147K -1,040 -5%
10 11
12
13 14