IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

925 hedge funds and large institutions have $15.8B invested in iShares S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 364 increasing their positions, 285 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.15%
Holding in Top 10
78
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.7%
% of All Funds
1.36%
New
70
Increased
364
Reduced
285
Closed
40
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.26M
Net Calls Change
-$7.27M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.12B
2
HNB
Huntington National Bank
Ohio
$83.9M
3
SVCP
Silicon Valley Capital Partners
California
$58M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34.3M
5
Ameriprise
Ameriprise
Minnesota
$259M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$36.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.89B
3
GL
Graypoint LLC
New York
$7.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$644M
5
AC
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ELC
301
Edgar Lomax Company
Virginia
$2.99M -$486K -3,292 -14%
GLLW
302
Graves Light Lenhart Wealth
Virginia
$2.98M +$69.7K +472 +2%
CWA
303
Clarus Wealth Advisors
Arizona
$2.94M +$472K +3,168 +19%
SS
304
Sunbelt Securities
Texas
$2.91M +$195K +1,329 +7%
SG Americas Securities
305
SG Americas Securities
New York
$2.88M -$125K -850 -4%
TF
306
TIAA FSB
Florida
$2.85M +$161K +1,092 +6%
HCA
307
Heck Capital Advisors
Wisconsin
$2.85M +$509K +3,447 +22%
FFN
308
Focus Financial Network
Minnesota
$2.84M -$111K -750 -4%
MA
309
Mutual Advisors
Nebraska
$2.83M -$19.2K -130 -0.7%
BCM
310
BTC Capital Management
Iowa
$2.81M – – –
FCBT
311
First Citizens Bank & Trust
North Carolina
$2.81M -$186K -1,260 -6%
FMWA
312
Forvis Mazars Wealth Advisors
Missouri
$2.81M +$6.35K +43 +0.2%
CAM
313
Cresset Asset Management
Illinois
$2.78M -$301K -2,038 -10%
SWA
314
Sax Wealth Advisors
New Jersey
$2.77M -$24.7K -167 -0.9%
HB
315
Homrich & Berg
Georgia
$2.7M +$316K +2,143 +13%
FMBTD
316
First Midwest Bank Trust Division
Illinois
$2.69M +$108K +730 +4%
DWT
317
Dorsey & Whitney Trust
South Dakota
$2.66M -$119K -803 -4%
EWA
318
Evolution Wealth Advisors
Florida
$2.66M -$122K -825 -4%
IA
319
IFP Advisors
Florida
$2.55M -$580K -3,932 -19%
RIS
320
Retirement Income Solutions
Michigan
$2.51M +$726K +4,921 +41%
AWS
321
AJ Wealth Strategies
New York
$2.49M +$448K +3,036 +22%
KFAA
322
Klaas Financial Asset Advisors
Illinois
$2.48M +$5.02K +34 +0.2%
SPIA
323
Steward Partners Investment Advisory
New York
$2.44M -$2.2M -14,905 -47%
Marshall Wace
324
Marshall Wace
United Kingdom
$2.44M +$2.44M +16,516 New
CCT
325
Country Club Trust
Missouri
$2.41M -$52.9K -360 -2%
11 12
13
14 15