IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,510 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 102 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-27
Holders Change %
-1.76%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
102
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
501
Centaurus Financial
California
$2.66M -$3.74M -19,610 -58%
LA
502
Lane & Associates
New Jersey
$2.65M -$38.7K -203 -1%
SAM
503
Sequent Asset Management
Texas
$2.62M -$525K -2,753 -17%
AWM
504
Avior Wealth Management
Nebraska
$2.62M -$18.1K -95 -0.7%
TPWA
505
TRUE Private Wealth Advisors
Oregon
$2.59M -$127K -666 -5%
RWS
506
Retirement Wealth Solutions
Wisconsin
$2.56M +$1.64M +8,583 +177%
IA
507
IFG Advisory
Georgia
$2.55M +$790K +4,145 +45%
GCM
508
Gables Capital Management
Florida
$2.54M – – –
BAM
509
Brave Asset Management
New Jersey
$2.53M -$22.3K -117 -0.9%
NAAA
510
New Age Alpha Advisors
New York
$2.52M +$2.52M +13,244 New
WP
511
WealthPLAN Partners
Nebraska
$2.52M +$592K +3,108 +31%
EIP
512
Ellis Investment Partners
Pennsylvania
$2.52M -$466K -2,444 -16%
AFS
513
AFG Fiduciary Services
Massachusetts
$2.5M +$780K +4,309 +45%
PAS
514
PKS Advisory Services
New York
$2.5M -$666K -3,497 -21%
BIG
515
Bush Investment Group
Georgia
$2.5M +$657K +3,449 +36%
BOH
516
Bank of Hawaii
Hawaii
$2.49M -$147K -771 -6%
NFG
517
Nations Financial Group
Iowa
$2.48M -$90K -472 -4%
JIC
518
Johnson Investment Counsel
Ohio
$2.44M +$32.2K +169 +1%
SF
519
SWP Financial
California
$2.44M +$2.1K +11 +0.1%
BJL
520
Brighton Jones LLC
Washington
$2.42M -$252K -1,324 -9%
IAN
521
Integrated Advisors Network
Texas
$2.41M +$2.06M +10,783 +585%
OA
522
Operose Advisors
Wisconsin
$2.4M – – –
CWM
523
Centurion Wealth Management
Virginia
$2.4M – – –
ARC
524
Advisor Resource Council
Texas
$2.38M +$2.38M +12,505 New
TFGT
525
TS Financial Group (TSFG)
Illinois
$2.38M +$381 +2 +0%
19 20
21
22 23