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 %
TA
301
TrueWealth Advisors
Alabama
$3.67M +$173K +1,258 +5%
SC
302
Savant Capital
Illinois
$3.65M -$354K -2,577 -9%
RB
303
Renasant Bank
Mississippi
$3.62M -$511K -3,721 -12%
SIA
304
Stegner Investment Associates
Kentucky
$3.6M -$99.1K -721 -3%
WANY
305
Wealthspire Advisors (New York)
New York
$3.58M +$163K +1,186 +5%
PFS
306
Prospera Financial Services
Texas
$3.54M +$438K +3,185 +14%
PB
307
Pinnacle Bancorp
Nebraska
$3.46M +$275 +2 +0%
AWS
308
AJ Wealth Strategies
New York
$3.37M +$14.2K +103 +0.4%
CWA
309
Clarus Wealth Advisors
Arizona
$3.36M +$341K +2,468 +11%
SHA
310
Seneca House Advisors
Virginia
$3.34M +$149K +1,082 +5%
HF
311
HRT Financial
New York
$3.33M +$3.33M +24,190 New
IP
312
Investment Partners
Ohio
$3.31M +$27.9K +203 +0.8%
AllianceBernstein
313
AllianceBernstein
Tennessee
$3.3M +$728K +5,296 +28%
EWM
314
Evercore Wealth Management
New York
$3.25M -$26K -189 -0.8%
BOTW
315
Bank of the West
California
$3.23M -$1.9M -13,847 -37%
MSWMA
316
Market Street Wealth Management Advisors
Indiana
$3.23M -$152K -1,108 -4%
BIA
317
Benchmark Investment Advisors
Illinois
$3.12M +$1.04M +7,574 +50%
VPIM
318
Vanguard Personalized Indexing Management
California
$3.1M – – –
NA
319
NewEdge Advisors
Louisiana
$3.08M -$113K -824 -4%
BZWA
320
Blue Zone Wealth Advisors
California
$3.07M -$1.29M -9,363 -30%
AL
321
ACAS LLC
California
$3.01M -$50.7K -348 -2%
DIM
322
Delta Investment Management
California
$2.98M -$7.92M -57,621 -73%
MFG
323
Magnus Financial Group
New York
$2.95M +$227K +1,652 +8%
SCM
324
Stordahl Capital Management
Colorado
$2.93M +$119K +865 +4%
NFG
325
Nations Financial Group
Iowa
$2.91M +$1.93K +14 +0.1%
11 12
13
14 15