IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$238M
2
Barclays
2
Barclays
United Kingdom
$45.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$734M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$48.2M
5
CCFM
5
Clear Creek Financial Management
Washington
$21.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$140M
2
HNB
2
Huntington National Bank
Ohio
$67.4M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$7.9M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.27M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.53B
Name Market Value Shares Shares
Change 		Shares
Change %
HFBOT
26
Home Federal Bank of Tennessee
Tennessee
$58.6M 521,134 -1,536 -0.3%
VA
27
Valmark Advisers
Ohio
$51.7M 459,951 -25,899 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$48.2M 428,898 +222,502 +108%
Lido Advisors
29
Lido Advisors
California
$47.5M 422,313 -154,867 -27%
Barclays
30
Barclays
United Kingdom
$45.1M 401,351 +387,799 +2,862%
Mariner
31
Mariner
Kansas
$44M 391,518 -578 -0.1%
EH
32
Equitable Holdings
New York
$43.4M 385,572 +938 +0.2%
UCFA
33
United Capital Financial Advisors
Texas
$42.4M 377,112 +7,515 +2%
FHB
34
First Hawaiian Bank
Hawaii
$41.4M 367,727 -12,995 -3%
SWPG
35
Strategic Wealth Partners Group
Illinois
$40.6M 361,020 -23,415 -6%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$37.6M 334,445 +6,012 +2%
CC
37
Courier Capital
New York
$37.5M 323,235 -4,457 -1%
SL
38
Salomon & Ludwin
Virginia
$36.4M 323,360 -7,410 -2%
PFM
39
Phillips Financial Management
Indiana
$35.3M 314,017 +6,938 +2%
MCM
40
MAI Capital Management
Ohio
$34.7M 308,953 +7,269 +2%
KeyBank National Association
41
KeyBank National Association
Ohio
$34.6M 307,916 -28,153 -8%
LI
42
LVZ Inc
Michigan
$33M 293,633 +6,553 +2%
Financial Engines Advisors
43
Financial Engines Advisors
California
$32.7M 290,586 +22,796 +9%
BAAM
44
Baker Avenue Asset Management
California
$32.1M 285,128 +96,761 +51%
HighTower Advisors
45
HighTower Advisors
Illinois
$31.1M 276,989 +993 +0.4%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$30.7M 272,960 -4,978 -2%
ANB
47
Amarillo National Bank
Texas
$28.7M 255,137 +8,177 +3%
PA
48
Probity Advisors
Texas
$27.7M 246,312 +29,048 +13%
1IA
49
1834 Investment Advisors
Wisconsin
$27.5M 244,456 +3,530 +1%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$25.9M 229,892 +145,996 +174%
1
2
3 4 5