IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$137M
2
Bank of America
Bank of America
North Carolina
+$39.4M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$28.6M
4
SS
Simplicity Solutions
Minnesota
+$17.8M
5
Goldman Sachs
Goldman Sachs
New York
+$15.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$479M
2
HNB
Huntington National Bank
Ohio
-$129M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109M
4
Wells Fargo
Wells Fargo
California
-$64.2M
5
Truist Financial
Truist Financial
North Carolina
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
426
Cahaba Wealth Management
Georgia
$1.88M -$27K -178 -1%
RWG
427
Regal Wealth Group
California
$1.86M -$19.1K -124 -1%
FAM
428
Frontier Asset Management
Wyoming
$1.86M +$55.7K +367 +3%
WFA
429
Wellspring Financial Advisors
Ohio
$1.86M +$3.64K +24 +0.2%
SI
430
Stephens Inc
Arkansas
$1.83M -$124K -815 -6%
SIC
431
Sterling Investment Counsel
New York
$1.83M -$39.6K -261 -2%
SCA
432
Southern Capital Advisors
Tennessee
$1.83M +$162K +1,070 +10%
HCC
433
Hirtle Callaghan & Co
Pennsylvania
$1.82M +$272K +1,795 +18%
GB
434
Gunma Bank
Japan
$1.82M +$1.82M +12,000 New
WDG
435
Wealth Dimensions Group
Ohio
$1.82M +$12K +79 +0.7%
PBO
436
Peoples Bank (Ohio)
Ohio
$1.82M +$34.1K +225 +2%
EWM
437
EPG Wealth Management
Georgia
$1.81M +$11.5K +76 +0.6%
GPWA
438
Great Point Wealth Advisors
Massachusetts
$1.8M – – –
SIA
439
Sage Investment Advisers
New York
$1.8M +$170K +1,119 +10%
SC
440
Scotia Capital
Ontario, Canada
$1.78M +$25.3K +167 +1%
RJT
441
Raymond James Trust
Florida
$1.77M +$239K +1,572 +16%
SIC
442
Salem Investment Counselors
North Carolina
$1.76M – – –
OC
443
Oppenheimer & Co
New York
$1.7M -$152K -1,004 -8%
AAP
444
Arax Advisory Partners
Colorado
$1.7M -$276K -1,818 -14%
T
445
TRUADVICE
Florida
$1.7M +$1.7M +10,990 New
BJL
446
Brighton Jones LLC
Washington
$1.69M -$34.1K -225 -2%
MA
447
MBA Advisors
Pennsylvania
$1.69M -$132K -870 -7%
WT
448
Whittier Trust
California
$1.68M +$253K +1,666 +18%
LA
449
Lane & Associates
New Jersey
$1.68M -$104K -683 -6%
IAG
450
Investment Advisory Group
Massachusetts
$1.67M +$9.11K +60 +0.5%
16 17
18
19 20