IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
PA
2
Probity Advisors
Texas
$46.9M
3
Ameriprise
3
Ameriprise
Minnesota
$431M
4
QS
4
Quantitative Strategies
California
$28.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$652M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$37.2M
3
Wells Fargo
3
Wells Fargo
California
$1.3B
4
Goldman Sachs
4
Goldman Sachs
New York
$492M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
26
McKinley Carter Wealth Services
West Virginia
$95.6M 592,861 +108,751 +22%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$90.6M 562,211 +5,485 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$82.3M 510,468 -7,790 -2%
Betterment LLC
29
Betterment LLC
New York
$78.2M 484,980 -13,917 -3%
MMA
30
Miracle Mile Advisors
California
$77.9M 483,312 -25,657 -5%
LI
31
LVZ Inc
Michigan
$77M 477,605 -8,655 -2%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M 460,838 +458,758 +22,056%
SWPG
33
Strategic Wealth Partners Group
Illinois
$72.1M 447,361 +44,860 +11%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$65.9M 408,800 -45,276 -10%
HFBOT
35
Home Federal Bank of Tennessee
Tennessee
$65.8M 408,051 -8,682 -2%
VA
36
Valmark Advisers
Ohio
$59.9M 371,578 -27,180 -7%
EH
37
Equitable Holdings
New York
$57.5M 356,585 +21,026 +6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$56M 347,516 +10,844 +3%
CA
39
Cetera Advisors
Colorado
$55.6M 345,186 +4,637 +1%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$54.6M 338,557 +32,302 +11%
FHB
41
First Hawaiian Bank
Hawaii
$53.9M 334,643 -8,211 -2%
SAF
42
Smith Anglin Financial
Texas
$53.3M 330,625 +13,008 +4%
Barclays
43
Barclays
United Kingdom
$53.2M 330,026 -1,175 -0.4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$52.9M 328,003 -316 -0.1%
Financial Engines Advisors
45
Financial Engines Advisors
California
$52.3M 324,555 -15,941 -5%
ANB
46
Amarillo National Bank
Texas
$51M 316,307 -151 -0%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$50.6M 313,570 -13,685 -4%
SL
48
Salomon & Ludwin
Virginia
$50.5M 313,555 +2,783 +0.9%
KAS
49
Kestra Advisory Services
Texas
$49.9M 309,828 +98,270 +46%
CC
50
Courier Capital
New York
$49.7M 308,284 -1,352 -0.4%
1
2
3 4 5