IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

925 hedge funds and large institutions have $15.8B invested in iShares S&P 500 Value ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 364 increasing their positions, 285 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.15%
Holding in Top 10
78
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.7%
% of All Funds
1.36%
New
70
Increased
364
Reduced
285
Closed
40
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.26M
Net Calls Change
-$7.27M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$185M
2
HNB
Huntington National Bank
Ohio
+$83.9M
3
SVCP
Silicon Valley Capital Partners
California
+$45.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.4M
5
Ameriprise
Ameriprise
Minnesota
+$19.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$336M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$266M
3
GL
Graypoint LLC
New York
-$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.9M
5
AC
Allstate Corporation
Illinois
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
476
Glenmede Trust
Pennsylvania
$1.01M +$22.3K +151 +2%
AA
477
Argent Advisors
Louisiana
$1M +$30.3K +205 +3%
CWC
478
Carolinas Wealth Consulting
North Carolina
$1M +$3.54K +24 +0.4%
APW
479
Aurora Private Wealth
New Jersey
$1M +$314K +2,124 +46%
HCC
480
Hirtle Callaghan & Co
Pennsylvania
$993K – – –
CWM
481
Connecticut Wealth Management
Connecticut
$989K +$989K +6,701 New
SG
482
StoneX Group
New York
$987K -$25.4K -172 -3%
BIM
483
Bridges Investment Management
Nebraska
$986K – – –
CC
484
Chicago Capital
Illinois
$982K -$56.1K -380 -5%
FFA
485
Freedman Financial Associates
Massachusetts
$980K +$179K +1,210 +22%
CDIA
486
Capital Directions Investment Advisors
Georgia
$977K +$977K +6,618 New
GAM
487
Gemmer Asset Management
California
$967K +$447K +3,024 +86%
CRCM
488
Corbett Road Capital Management
Virginia
$960K -$412K -2,794 -30%
SCM
489
SCS Capital Management
Massachusetts
$956K +$956K +6,473 New
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$954K -$39.1K -265 -4%
IWA
491
Inspirion Wealth Advisors
Illinois
$951K -$2.36K -16 -0.2%
GG
492
Gofen & Glossberg
Illinois
$949K +$148 +1 +0%
TIM
493
Thompson Investment Management
Wisconsin
$940K -$9.01K -61 -0.9%
QCG
494
Quadrant Capital Group
Ohio
$939K – – –
SAM
495
Summit Asset Management
Tennessee
$938K +$25.1K +170 +3%
KA
496
Kovack Advisors
Florida
$934K +$55.7K +377 +6%
NCG
497
Newport Capital Group
New Jersey
$933K – – –
FMTC
498
Farmers & Merchants Trust Company
California
$928K – – –
TNB
499
Thomasville National Bank
Georgia
$922K -$354K -2,395 -28%
WT
500
Whittier Trust
California
$913K +$181K +1,223 +25%
18 19
20
21 22