IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203M
3
Wells Fargo
Wells Fargo
California
+$40.3M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
CA
Cetera Advisors
Colorado
+$29.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$199M
2
HNB
Huntington National Bank
Ohio
-$118M
3
USAA
United Services Automobile Association
Texas
-$48.6M
4
B
Barings
North Carolina
-$35.4M
5
AWA
Aaron Wealth Advisors
Illinois
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
276
Benjamin F. Edwards & Company
Missouri
$4.3M +$4.17M +30,332 +3,255%
GEA
277
Glen Eagle Advisors
New Jersey
$4.29M +$3.14M +22,824 +273%
RA
278
Rodgers & Associates
Pennsylvania
$4.21M -$63.4K -461 -1%
HGWM
279
Harvest Group Wealth Management
Massachusetts
$4.19M +$130K +903 +3%
MA
280
Mutual Advisors
Nebraska
$4.18M +$1.95M +14,163 +87%
RSWM
281
Robertson Stephens Wealth Management
California
$4.17M -$82.5K -600 -2%
NA
282
Nottingham Advisors
New York
$4.07M -$320K -2,271 -7%
KP
283
Keel Point
Alabama
$4.07M – – –
SCM
284
SCS Capital Management
Massachusetts
$4.01M – – –
COCM
285
Charter Oak Capital Management
New Hampshire
$3.98M +$943K +6,861 +31%
YIA
286
YHB Investment Advisors
Connecticut
$3.97M +$3.97M +28,855 New
CAM
287
Cresset Asset Management
Illinois
$3.95M +$718K +5,335 +22%
JHCP
288
Jackson Hole Capital Partners
Oklahoma
$3.92M -$20.3K -148 -0.5%
BAM
289
Belpointe Asset Management
Nevada
$3.9M -$4.29M -31,198 -52%
CA
290
Clearstead Advisors
Ohio
$3.9M +$158K +1,153 +4%
LFAS
291
Level Four Advisory Services
Texas
$3.89M +$6.05K +44 +0.2%
HCM
292
Hudson Capital Management
New Jersey
$3.89M +$55K +400 +1%
Squarepoint
293
Squarepoint
New York
$3.84M +$3.84M +27,896 New
Brown Advisory
294
Brown Advisory
Maryland
$3.83M -$34.4K -250 -0.9%
ABC
295
Associated Banc-Corp
Wisconsin
$3.82M +$159K +1,157 +4%
HW
296
Hancock Whitney
Mississippi
$3.8M +$2.39M +17,405 +170%
FSWA
297
Financial Synergies Wealth Advisors
Texas
$3.78M +$3.54M +25,722 +1,460%
PP
298
Prudential plc
United Kingdom
$3.69M +$3.34M +24,329 +973%
WAL
299
W Advisors LLC
Tennessee
$3.67M +$303K +2,203 +9%
SFP
300
Sterling Financial Planning
New Jersey
$3.67M -$10K -73 -0.3%
10 11
12
13 14