iShares S&P 500 Value ETF
1,528 hedge funds and large institutions have $30B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 639 increasing their positions, 490 reducing their positions, and 93 closing their positions.
148% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $9.37M
30% more repeat investments, than reductions
Existing positions increased: 639 | Existing positions reduced: 490
12% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 93
10% more funds holding in top 10
Funds holding in top 10: 125 → 138 (+13)
2.19% more ownership
Funds ownership: 78% → 80.2% (+2.2%)
3% more capital invested
Capital invested by funds: $29B → $30B (+$921M)
1% less funds holding
Funds holding: 1,550 → 1,528 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.01B |
| 2 |
LPL Financial
San Diego,
California
|
+$329M |
| 3 |
JP Morgan Chase
New York
|
+$179M |
| 4 |
SW
SoFi Wealth
San Francisco,
California
|
+$171M |
| 5 |
Morgan Stanley
New York
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$78.2M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$64.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$41.9M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$41.7M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$35.6M |
IVE Hedge Fund Activity: Q1 2025 in Review
1,528 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q1 2025, worth a combined $30B — up 3.2% from $29B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IVE positions and 93 closed out — a net gain of 11 holders — while 639 added to existing stakes and 490 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.01B. The largest seller was USA Financial Formulas, cutting an estimated $78.2M.
- 1,528 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q1 2025, down from 1,550 in Q4 2024.
- Funds reported $30B of iShares S&P 500 Value ETF stock for Q1 2025, up 3.2% quarter-over-quarter.
- 104 funds opened new iShares S&P 500 Value ETF positions in Q1 2025 and 93 closed out, a net change of +11 holders.
- The largest iShares S&P 500 Value ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.01B added.
- The largest iShares S&P 500 Value ETF seller in Q1 2025 was USA Financial Formulas, an estimated $78.2M sold.
Based on aggregated 13F filings for Q1 2025.