IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,509 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55B
2
LPL Financial
2
LPL Financial
California
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.39B
4
SW
4
SoFi Wealth
California
$171M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63B

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$29K
2
MWM
2
Modern Wealth Management
Kansas
$5.11M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.19B
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
26
SoFi Wealth
California
$171M 897,268 +882,811 +6,106%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$158M 830,308 -6,232 -0.7%
NA
28
NewEdge Advisors
Louisiana
$140M 733,872 +250,790 +52%
MMA
29
Miracle Mile Advisors
California
$138M 723,475 +26,041 +4%
US Bancorp
30
US Bancorp
Minnesota
$135M 708,297 -9,103 -1%
OIA
31
OneDigital Investment Advisors
Kansas
$126M 660,120 +218,091 +49%
HNB
32
Huntington National Bank
Ohio
– – – –
RCAG
33
Rehmann Capital Advisory Group
Michigan
$121M 634,066 +71,565 +13%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$116M 607,547 +194,724 +47%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$113M 592,878 +1,069 +0.2%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$106M 557,167 -78,652 -12%
FIA
37
Foundations Investment Advisors
Arizona
$105M 550,534 +57,218 +12%
Osaic Holdings
38
Osaic Holdings
Arizona
$104M 546,084 -33,701 -6%
HighTower Advisors
39
HighTower Advisors
Illinois
$104M 545,081 -1,721 -0.3%
AAS
40
Avantax Advisory Services
Texas
$103M 542,286 +73,448 +16%
CWM
41
Calamos Wealth Management
Illinois
$103M 542,196 +63,200 +13%
Truist Financial
42
Truist Financial
North Carolina
$94.9M 498,057 +36,104 +8%
UCFA
43
United Capital Financial Advisors
Texas
$94.2M 494,055 +136,657 +38%
JC
44
JB Capital
Connecticut
$91.9M 482,375 +159,723 +50%
LI
45
LVZ Inc
Michigan
$84M 440,965 +3,999 +0.9%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$81.8M 429,231 +66,815 +18%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$78.7M 413,144 -3,852 -0.9%
KAS
48
Kestra Advisory Services
Texas
$77.3M 405,618 +3,681 +0.9%
Betterment LLC
49
Betterment LLC
New York
$76.6M 401,919 -14,112 -3%
HFBOT
50
Home Federal Bank of Tennessee
Tennessee
$74.5M 391,037 +5,063 +1%
1
2
3 4 5