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.

New
Increased
Maintained
Reduced
Closed
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 %
AP
276
Arlington Partners
Alabama
$3.24M +$165K +1,137 +5%
FHC
277
First Heartland Consultants
Missouri
$3.22M -$159K -1,091 -5%
BCM
278
Brookstone Capital Management
Illinois
$3.19M +$171K +1,161 +6%
AL
279
ACAS LLC
California
$3.15M +$106K +727 +3%
CWA
280
Clarus Wealth Advisors
Arizona
$3.09M +$176K +1,190 +6%
ABC
281
Associated Banc-Corp
Wisconsin
$3.08M +$9.74K +67 +0.3%
AllianceBernstein
282
AllianceBernstein
Tennessee
$3.08M +$1M +6,886 +48%
GB
283
Gunma Bank
Japan
$3.05M – – –
FMWA
284
Forvis Mazars Wealth Advisors
Missouri
$3.01M +$249K +1,714 +9%
HSA
285
HBK Sorce Advisory
Pennsylvania
$3.01M +$1.25M +8,573 +71%
SCM
286
Stordahl Capital Management
Colorado
$2.99M +$8.72K +60 +0.3%
LB
287
Leo Brokerage
Texas
$2.99M -$2.8M -19,255 -48%
USAA
288
United Services Automobile Association
Texas
$2.97M +$2.97M +20,435 New
ELC
289
Edgar Lomax Company
Virginia
$2.94M – – –
SS
290
Sunbelt Securities
Texas
$2.91M – – –
IDA
291
Intelligence Driven Advisers
California
$2.85M -$142K -959 -5%
FFN
292
Focus Financial Network
Minnesota
$2.84M +$48.3K +332 +2%
SCA
293
St. Clair Advisors
Ohio
$2.81M +$2.81M +19,328 New
CAM
294
Cresset Asset Management
Illinois
$2.8M +$61.7K +424 +2%
FCBT
295
First Citizens Bank & Trust
North Carolina
$2.79M +$22.8K +157 +0.8%
BCM
296
BTC Capital Management
Iowa
$2.77M – – –
Capstone Investment Advisors
297
Capstone Investment Advisors
New York
$2.76M +$2.76M +19,000 New
SCM
298
SOL Capital Management
Maryland
$2.73M -$271K -1,865 -9%
SWA
299
Sax Wealth Advisors
New Jersey
$2.73M +$2.18K +15 +0.1%
SPIA
300
Steward Partners Investment Advisory
New York
$2.69M +$280K +1,926 +12%
10 11
12
13 14