IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
Truist Financial
North Carolina
$81.3M
4
UBS Group
UBS Group
Switzerland
$545M
5
AWA
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$670M
2
HNB
Huntington National Bank
Ohio
$129M
3
WHAM
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
Bank of America
North Carolina
$980M
5
Wells Fargo
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
ELC
276
Edgar Lomax Company
Virginia
$4.55M +$1.6M +11,016 +54%
PL
277
Polianta Ltd
Jersey
$4.53M -$450K -3,100 -9%
SCM
278
SCS Capital Management
Massachusetts
$4.43M – – –
HWA
279
Hilltop Wealth Advisors
North Carolina
$4.41M -$345K -2,376 -7%
William Blair & Company
280
William Blair & Company
Illinois
$4.39M +$2.56M +17,641 +139%
PFA
281
Pathway Financial Advisors
Vermont
$4.35M -$477K -3,286 -10%
RA
282
Rodgers & Associates
Pennsylvania
$4.35M -$92K -634 -2%
First Trust Advisors
283
First Trust Advisors
Illinois
$4.35M -$5.06M -34,848 -54%
CWM
284
Cranbrook Wealth Management
Michigan
$4.33M -$1.76M -12,106 -29%
WB
285
WesBanco Bank
West Virginia
$4.31M -$96.8K -667 -2%
Brown Advisory
286
Brown Advisory
Maryland
$4.25M +$188K +1,299 +5%
HCM
287
Hudson Capital Management
New Jersey
$4.21M +$91.1K +628 +2%
SC
288
Saiph Capital
New Jersey
$4.1M +$3.45M +23,786 +531%
BOTW
289
Bank of the West
California
$4.09M +$631K +4,351 +18%
LFAS
290
Level Four Advisory Services
Texas
$4.06M – – –
FSWA
291
Financial Synergies Wealth Advisors
Texas
$4.04M +$51.2K +353 +1%
BAM
292
Belpointe Asset Management
Nevada
$4.01M -$91.8K -633 -2%
WANY
293
Wealthspire Advisors (New York)
New York
$4M -$296K -2,037 -7%
AllianceBernstein
294
AllianceBernstein
Tennessee
$3.95M +$398K +2,745 +11%
CA
295
Clearstead Advisors
Ohio
$3.93M +$36.3K +250 +0.9%
ST
296
Smithfield Trust
Pennsylvania
$3.92M -$511K -3,525 -12%
CCM
297
Canal Capital Management
Virginia
$3.88M +$3.88M +26,716 New
SC
298
Savant Capital
Illinois
$3.87M +$2.5M +48,334 +182%
NA
299
Nottingham Advisors
New York
$3.82M -$390K -2,689 -9%
SIA
300
Stegner Investment Associates
Kentucky
$3.82M +$335K +2,311 +10%
10 11
12
13 14