IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
326
West Coast Financial
California
$3.42M -$73.2K -454 -2%
MA
327
Mutual Advisors
Nebraska
$3.41M +$131K +810 +4%
DWA
328
Dorsey Wright & Associates
California
$3.41M -$11.6K -72 -0.3%
PFS
329
Prospera Financial Services
Texas
$3.41M +$102K +632 +3%
DWT
330
Dorsey & Whitney Trust
South Dakota
$3.35M -$256K -1,588 -7%
SCM
331
Stordahl Capital Management
Colorado
$3.35M +$30.9K +192 +0.9%
EE
332
EWG Elevate
California
$3.34M -$407K -2,528 -11%
TI
333
Truepoint Inc
Ohio
$3.32M +$13.9K +86 +0.4%
WAL
334
W Advisors LLC
Tennessee
$3.32M +$1.29K +8 +0%
TCB
335
Texas Capital Bancshares
Texas
$3.32M +$319K +1,976 +11%
JHCP
336
Jackson Hole Capital Partners
Oklahoma
$3.29M -$279K -1,732 -8%
ELC
337
Edgar Lomax Company
Virginia
$3.28M – – –
SIA
338
Stegner Investment Associates
Kentucky
$3.27M -$51.9K -322 -2%
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
$3.24M -$395K -2,450 -11%
DL
340
DOHJ LLC
Washington
$3.14M +$3.14M +19,482 New
PBO
341
Peoples Bank (Ohio)
Ohio
$3.11M +$1.18M +7,346 +61%
GG
342
GenWealth Group
New Jersey
$3.1M -$20.1K -125 -0.6%
SWA
343
Sax Wealth Advisors
New Jersey
$3.09M +$19.2K +119 +0.6%
MFC
344
Morris Financial Concepts
South Carolina
$3.08M -$15K -93 -0.5%
BCM
345
BTC Capital Management
Iowa
$3.07M – – –
ATPW
346
Ashton Thomas Private Wealth
Arizona
$3.07M +$23.7K +147 +0.8%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$3.05M -$12.9K -80 -0.4%
ZIG
348
Zurich Insurance Group
Switzerland
$3.04M -$3.84M -23,441 -56%
SCA
349
St. Clair Advisors
Ohio
$3.01M – – –
WAS
350
Wealth Advisory Solutions
Indiana
$2.95M -$119K -740 -4%
12 13
14
15 16