IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,425 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111M
2
Lido Advisors
Lido Advisors
California
+$67.2M
3
EW
Evoke Wealth
California
+$44.8M
4
Bank of America
Bank of America
North Carolina
+$44M
5
LPL Financial
LPL Financial
California
+$33.8M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$533M
2
Goldman Sachs
Goldman Sachs
New York
-$435M
3
HNB
Huntington National Bank
Ohio
-$178M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$167M
5
Wells Fargo
Wells Fargo
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
326
Wealthspire Advisors (New York)
New York
$6.21M +$129K +652 +2%
WFAG
327
Wescott Financial Advisory Group
Pennsylvania
$6.14M +$268K +1,359 +5%
MFS
328
Madrona Financial Services
Washington
$6.12M +$6.12M +31,055 New
Brown Advisory
329
Brown Advisory
Maryland
$6.12M +$255K +1,292 +4%
LSA
330
Lansing Street Advisors
Pennsylvania
$6.09M +$678K +3,437 +13%
RWM
331
RKL Wealth Management
Pennsylvania
$6.05M -$261K -1,324 -4%
FEG
332
Financial Enhancement Group
Indiana
$5.98M -$1.85M -12,304 -24%
Natixis Advisors
333
Natixis Advisors
Massachusetts
$5.95M +$293K +1,484 +5%
SC
334
Sapient Capital
Indiana
$5.94M – – –
PCIA
335
Prime Capital Investment Advisors
Kansas
$5.92M -$683K -3,463 -10%
AWP
336
Avid Wealth Partners
Texas
$5.92M +$32.7K +166 +0.6%
SIAM
337
Sterling Investment Advisors (Missouri)
Missouri
$5.88M -$216K -1,098 -4%
PFA
338
Pathway Financial Advisors
Vermont
$5.82M – – –
AWM
339
Apollon Wealth Management
South Carolina
$5.8M +$269K +1,362 +5%
BHWM
340
Bay Harbor Wealth Management
Maryland
$5.74M +$115K +585 +2%
IA
341
IFP Advisors
Florida
$5.74M +$117K +594 +2%
KWM
342
Keebeck Wealth Management
Illinois
$5.7M +$96.6K +490 +2%
AR
343
Apeiron RIA
Texas
$5.69M +$189K +958 +3%
CIAS
344
CFS Investment Advisory Services
New Jersey
$5.65M -$160K -809 -3%
FSWA
345
Financial Synergies Wealth Advisors
Texas
$5.63M +$32.3K +164 +0.6%
HCA
346
Heck Capital Advisors
Wisconsin
$5.63M -$1.61M -8,159 -22%
MFA
347
Mayflower Financial Advisors
Massachusetts
$5.57M +$298K +1,512 +6%
LGW
348
Leslie Global Wealth
Illinois
$5.49M +$2.83M +14,374 +107%
SL
349
SWMG LLC
Texas
$5.48M +$111K +553 +2%
PCIG
350
Partners Capital Investment Group
Massachusetts
$5.36M +$31K +157 +0.6%
12 13
14
15 16