IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$347M
2
Stifel Financial
Stifel Financial
Missouri
+$68.8M
3
Wells Fargo
Wells Fargo
California
+$51.7M
4
Lido Advisors
Lido Advisors
California
+$50.7M
5
Morgan Stanley
Morgan Stanley
New York
+$47.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$226M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$128M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$97.7M
4
HNB
Huntington National Bank
Ohio
-$77.3M
5
AC
Allstate Corporation
Illinois
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
451
9258 Wealth Management
Ohio
$1.03M – – –
HA
452
Harborview Advisors
Maine
$1.02M -$424 -3 -0%
EWM
453
EPG Wealth Management
Georgia
$1.01M +$2.83K +20 +0.3%
RIA
454
Realta Investment Advisors
Delaware
$995K +$638K +4,516 +178%
CC
455
Chicago Capital
Illinois
$993K -$176K -1,247 -15%
TIA
456
Tiemann Investment Advisors
California
$993K +$4.38K +31 +0.4%
MG
457
Mather Group
Illinois
$982K -$61.9K -438 -6%
SG
458
StoneX Group
New York
$969K -$13.4K -95 -1%
PAS
459
Park Avenue Securities
New York
$966K +$482K +3,412 +99%
HWM
460
HighMark Wealth Management
Minnesota
$956K +$733K +5,187 +328%
CWC
461
Carolinas Wealth Consulting
North Carolina
$953K +$4.52K +32 +0.5%
HCC
462
Hirtle Callaghan & Co
Pennsylvania
$950K – – –
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$950K +$198K +1,400 +26%
Renaissance Technologies
464
Renaissance Technologies
New York
$946K +$946K +6,700 New
BIM
465
Bridges Investment Management
Nebraska
$943K – – –
GT
466
Glenmede Trust
Pennsylvania
$942K +$150K +1,060 +19%
PFS
467
Prospera Financial Services
Texas
$931K +$186K +1,315 +25%
AA
468
Argent Advisors
Louisiana
$930K +$238K +1,688 +34%
SFPG
469
Stonebridge Financial Planning Group
Florida
$928K +$14.4K +100 +2%
IWA
470
Inspirion Wealth Advisors
Illinois
$912K -$3.25K -23 -0.4%
GG
471
Gofen & Glossberg
Illinois
$908K – – –
TIM
472
Thompson Investment Management
Wisconsin
$908K +$28K +198 +3%
QCG
473
Quadrant Capital Group
Ohio
$898K – – –
NCG
474
Newport Capital Group
New Jersey
$893K -$21.9K -155 -2%
FMTC
475
Farmers & Merchants Trust Company
California
$888K – – –
17 18
19
20 21