IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$384M
2
LPL Financial
LPL Financial
California
+$162M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.3M
4
Morgan Stanley
Morgan Stanley
New York
+$92.2M
5
Lido Advisors
Lido Advisors
California
+$85.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$252M
2
HNB
Huntington National Bank
Ohio
-$206M
3
US Bancorp
US Bancorp
Minnesota
-$145M
4
Wells Fargo
Wells Fargo
California
-$88.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
476
Sound Income Strategies
Florida
$3.05M +$2.38M +12,480 +358%
NA
477
Nottingham Advisors
New York
$3.04M -$836K -4,381 -22%
AWM
478
Apex Wealth Management
New Hampshire
$3.02M +$3.02M +15,831 New
EIP
479
Ellis Investment Partners
Pennsylvania
$2.99M +$12.2K +64 +0.4%
CB
480
Cadence Bank
Mississippi
$2.97M -$382 -2 -0%
SCM
481
SOL Capital Management
Maryland
$2.94M +$194K +1,015 +7%
LF
482
Lantz Financial
Illinois
$2.94M +$121K +633 +4%
OWCM
483
One Wealth Capital Management
Arizona
$2.91M +$2.91M +15,229 New
NL
484
NWAM LLC
Washington
$2.9M -$678K -3,552 -19%
SFS
485
Sowell Financial Services
Arkansas
$2.9M +$2.9M +15,167 New
SHA
486
Seneca House Advisors
Virginia
$2.89M -$7.64K -40 -0.3%
AWA
487
Alta Wealth Advisors
Massachusetts
$2.89M +$375K +1,967 +15%
USCWA
488
U.S. Capital Wealth Advisors
Texas
$2.89M +$75.6K +396 +3%
SCA
489
Southern Capital Advisors
Tennessee
$2.88M -$3.25K -17 -0.1%
FPAS
490
Focus Partners Advisor Solutions
Missouri
$2.87M -$215K -1,128 -7%
MYIA
491
Mount Yale Investment Advisors
Colorado
$2.86M -$325K -1,704 -10%
BWMG
492
Barnes Wealth Management Group
California
$2.86M +$2.86M +14,989 New
Principal Financial Group
493
Principal Financial Group
Iowa
$2.86M +$214K +1,122 +8%
MSWMA
494
Market Street Wealth Management Advisors
Indiana
$2.84M -$135K -706 -5%
DWA
495
Dorsey Wright & Associates
California
$2.83M -$44.1K -231 -2%
TFA
496
Tobias Financial Advisors
Florida
$2.83M -$71.6K -375 -2%
MFG
497
Magnus Financial Group
New York
$2.82M +$449K +2,352 +19%
GJIA
498
Glass Jacobson Investment Advisors
Maryland
$2.81M -$21.4K -112 -0.8%
LWA
499
Lifelong Wealth Advisors
Minnesota
$2.79M +$2.79M +14,632 New
PCH
500
PGIM Custom Harvest
New Jersey
$2.78M +$58.8K +308 +2%
18 19
20
21 22