IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$60.1M
2
UBS Group
UBS Group
Switzerland
+$35.4M
3
Ameriprise
Ameriprise
Minnesota
+$35.2M
4
Wells Fargo
Wells Fargo
California
+$33.2M
5
WIA
World Investment Advisors
California
+$27.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
2
LIA
LBMC Investment Advisors
Tennessee
-$94.3M
3
HNB
Huntington National Bank
Ohio
-$85.3M
4
HI
Harbour Investments
Wisconsin
-$56.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
501
Windsor Wealth Management
Indiana
$1.03M +$9.54K +60 +0.9%
CDIA
502
Capital Directions Investment Advisors
Georgia
$1.03M -$6.26K -40 -0.6%
BJL
503
Brighton Jones LLC
Washington
$1.02M +$33.4K +213 +3%
SCM
504
SCS Capital Management
Massachusetts
$1.01M – – –
GAM
505
Gemmer Asset Management
California
$1.01M +$65.6K +419 +7%
PCI
506
Planning Center Inc
Illinois
$1.01M +$1.01M +6,486 New
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M – – –
JAG
508
Journey Advisory Group
Kentucky
$1.01M -$57.6K -368 -5%
TIM
509
Thompson Investment Management
Wisconsin
$998K +$4.7K +30 +0.5%
QCG
510
Quadrant Capital Group
Ohio
$996K – – –
NCG
511
Newport Capital Group
New Jersey
$989K – – –
AFO
512
Allie Family Office
Florida
$989K +$989K +6,315 New
SWA
513
Strategies Wealth Advisors
Michigan
$988K +$988K +6,305 New
MSA
514
Marino Stram & Associates
Massachusetts
$986K – – –
FCI
515
Financial Counselors Inc
Kansas
$975K +$32.7K +209 +3%
SAM
516
Summit Asset Management
Tennessee
$970K -$25.1K -160 -3%
HR
517
Hardy Reed
Mississippi
$969K +$53.1K +339 +6%
AC
518
AWM Capital
Arizona
$966K +$1.41K +9 +0.1%
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
$960K +$960K +6,132 New
LSA
520
L & S Advisors
California
$956K +$278K +1,777 +41%
GG
521
Gofen & Glossberg
Illinois
$955K – – –
CAL
522
Capital Advisors Ltd
Ohio
$952K +$191K +1,218 +25%
IWA
523
Inspirion Wealth Advisors
Illinois
$951K -$26.6K -170 -3%
WT
524
Whittier Trust
California
$948K +$5.48K +35 +0.6%
SWA
525
SOA Wealth Advisors
New York
$947K – – –
19 20
21
22 23