IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$60.1M
2
UBS Group
UBS Group
Switzerland
+$35.4M
3
Ameriprise
Ameriprise
Minnesota
+$35.2M
4
Wells Fargo
Wells Fargo
California
+$33.2M
5
WIA
World Investment Advisors
California
+$27.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
2
LIA
LBMC Investment Advisors
Tennessee
-$94.3M
3
HNB
Huntington National Bank
Ohio
-$85.3M
4
HI
Harbour Investments
Wisconsin
-$56.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
451
Navalign LLC
California
$1.32M -$152K -971 -10%
National Bank of Canada
452
National Bank of Canada
Quebec, Canada
$1.31M +$1.31M +8,325 New
LNC
453
Lincoln National Corp
Pennsylvania
$1.3M +$75K +479 +6%
HWM
454
HighMark Wealth Management
Minnesota
$1.3M +$19.1K +122 +1%
MBT
455
Montecito Bank & Trust
California
$1.28M +$68.9K +440 +6%
BF
456
Blankinship & Foster
California
$1.27M -$125K -798 -9%
LF
457
Lee Financial
Texas
$1.27M – – –
CB
458
Commerce Bank
Missouri
$1.27M +$31.8K +203 +3%
PA
459
Pinnacle Associates
New York
$1.27M +$7.99K +51 +0.6%
ACM
460
Azimuth Capital Management
Michigan
$1.25M +$16.8K +107 +1%
DPI
461
Diversified Portfolios Inc
Michigan
$1.25M – – –
IWM
462
IHT Wealth Management
Illinois
$1.24M +$1.41K +9 +0.1%
EIA
463
Eldridge Investment Advisors
New Hampshire
$1.24M +$39.6K +253 +3%
WPWM
464
Windward Private Wealth Management
Kansas
$1.22M – – –
RJT
465
Raymond James Trust
Florida
$1.2M -$313 -2 -0%
RIA
466
Realta Investment Advisors
Delaware
$1.19M +$939 +6 +0.1%
WS
467
Wedbush Securities
California
$1.19M +$448K +2,860 +60%
EFS
468
Essex Financial Services
Connecticut
$1.19M -$27.6K -176 -2%
CPIG
469
Chicago Partners Investment Group
Illinois
$1.19M +$181K +1,189 +18%
BFPW
470
BOK Financial Private Wealth
Colorado
$1.18M – – –
EK
471
Evensky & Katz
Florida
$1.18M +$53.7K +343 +5%
GWM
472
GSB Wealth Management
Connecticut
$1.17M +$1.17M +7,494 New
SDWMA
473
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M – – –
SG
474
StoneX Group
New York
$1.17M +$88.3K +564 +8%
SMG
475
Spectrum Management Group
Indiana
$1.17M -$298K -1,904 -20%
17 18
19
20 21