IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$347M
2
Stifel Financial
Stifel Financial
Missouri
+$68.8M
3
Wells Fargo
Wells Fargo
California
+$51.7M
4
Lido Advisors
Lido Advisors
California
+$50.7M
5
Morgan Stanley
Morgan Stanley
New York
+$47.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$226M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$128M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$97.7M
4
HNB
Huntington National Bank
Ohio
-$77.3M
5
AC
Allstate Corporation
Illinois
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
501
Alta Wealth Advisors
Massachusetts
$767K +$462K +3,276 +152%
IP
502
Intellectus Partners
California
$766K – – –
FFA
503
Freedman Financial Associates
Massachusetts
$766K – – –
Cerity Partners
504
Cerity Partners
New York
$765K -$457K -3,231 -37%
HSA
505
HBK Sorce Advisory
Pennsylvania
$759K -$1.08M -7,617 -59%
EAM
506
Evanson Asset Management
California
$757K +$141 +1 +0%
VVP
507
Venture Visionary Partners
Ohio
$746K +$5.65K +40 +0.8%
DI
508
Disciplined Investments
Oklahoma
$741K +$9.03K +64 +1%
RC
509
RegentAtlantic Capital
New Jersey
$739K +$247K +1,752 +50%
JIC
510
Johnson Investment Counsel
Ohio
$738K -$1.27K -9 -0.2%
WCA
511
Windsor Creek Advisors
Vermont
$729K – – –
CIAS
512
Capital Investment Advisory Services
North Carolina
$721K -$112K -795 -13%
MWM
513
Mission Wealth Management
California
$718K -$68.7K -487 -9%
SFA
514
Source Financial Advisors
New York
$711K -$17.7K -125 -2%
GM
515
GeoWealth Management
Illinois
$711K -$13K -92 -2%
AHC
516
Anderson Hoagland & Co
Missouri
$707K – – –
WPC
517
White Pine Capital
Minnesota
$707K +$296K +2,095 +72%
WT
518
Whittier Trust
California
$701K -$16.3K -115 -2%
MFA
519
Mayflower Financial Advisors
Massachusetts
$698K +$4.38K +31 +0.6%
CCP
520
Corient Capital Partners
California
$692K – – –
TSS
521
Two Sigma Securities
New York
$691K -$138K -977 -17%
Deutsche Bank
522
Deutsche Bank
Germany
$690K -$2.12K -15 -0.3%
PA
523
Prism Advisors
California
$688K – – –
MMHP
524
Murphy Middleton Hinkle & Parker
Georgia
$683K -$46.4K -328 -6%
CCM
525
Coldstream Capital Management
Washington
$682K +$62.7K +444 +10%
19 20
21
22 23