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 %
GWM
526
GSB Wealth Management
Connecticut
$2.37M -$24.6K -129 -1%
SIC
527
Sigma Investment Counselors
Michigan
$2.37M -$13K -68 -0.5%
SC
528
Scotia Capital
Ontario, Canada
$2.36M +$138K +724 +6%
BFS
529
BridgePort Financial Solutions
Iowa
$2.36M -$2.1K -11 -0.1%
CCA
530
Coign Capital Advisors
Utah
$2.34M +$185K +973 +9%
WCM
531
WealthBridge Capital Management
Ohio
$2.33M -$90.9K -477 -4%
LGW
532
Leslie Global Wealth
Illinois
$2.33M -$45.4K -238 -2%
BBHC
533
Brown Brothers Harriman & Co
New York
$2.31M -$160K -840 -6%
SWA
534
Strategies Wealth Advisors
Michigan
$2.3M -$4.76K -25 -0.2%
GLLW
535
Graves Light Lenhart Wealth
Virginia
$2.3M – – –
WFA
536
Wellspring Financial Advisors
Ohio
$2.29M -$50.1K -263 -2%
GPWA
537
Great Point Wealth Advisors
Massachusetts
$2.29M – – –
MPW
538
MA Private Wealth
California
$2.28M +$3.43K +18 +0.2%
DAS
539
Diversify Advisory Services
Utah
$2.26M +$196K +1,070 +10%
HP
540
Holistic Planning
Texas
$2.25M -$33.5K -176 -1%
SPAS
541
Spectrum Planning & Advisory Services
California
$2.25M -$1.76M -9,236 -44%
CL
542
CLG LLC
California
$2.25M -$104K -547 -4%
PWM
543
Partners Wealth Management
California
$2.23M +$53.4K +280 +2%
NCM
544
Neumann Capital Management
California
$2.19M +$19.1K +100 +0.9%
AG
545
AlTi Global
New York
$2.18M – – –
LIA
546
LifePlan Investment Advisors
North Carolina
$2.17M +$928K +4,871 +75%
MBI
547
May Barnhard Investments
Maryland
$2.16M -$464K -2,435 -18%
TIM
548
Total Investment Management
Arizona
$2.15M -$140K -735 -6%
RBC
549
Roble Belko & Company
Pennsylvania
$2.14M – – –
SQA
550
Simon Quick Advisors
New Jersey
$2.14M +$110K +577 +5%
20 21
22
23 24