IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$652M
4
PWAG
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.78B
2
HNB
Huntington National Bank
Ohio
$154M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
Wells Fargo
California
$1.3B
5
Goldman Sachs
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
551
Corundum Group
Colorado
$1.02M – – –
PP
552
Paloma Partners
Connecticut
$1.02M -$1.13M -6,996 -53%
CC
553
Cadinha & Co
Hawaii
$1.01M – – –
SDWMA
554
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.01M -$25.6K -159 -2%
PWLP
555
Prio Wealth Limited Partnership
Massachusetts
$1.01M -$240K -1,488 -19%
FT
556
Fiduciary Trust
Massachusetts
$1.01M +$234K +1,453 +30%
LA
557
Legacy Advisors
Pennsylvania
$1M – – –
TIM
558
Thompson Investment Management
Wisconsin
$997K -$12.9K -80 -1%
WPC
559
Wedmont Private Capital
Pennsylvania
$994K +$672K +4,105 +209%
SAG
560
SageView Advisory Group
California
$992K +$10.6K +66 +1%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$985K +$4.35K +27 +0.4%
TA
562
TrueWealth Advisors
Alabama
$983K -$154K -954 -14%
JIC
563
Johnson Investment Counsel
Ohio
$981K -$1.93K -12 -0.2%
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$980K -$200K -1,241 -17%
WPWM
565
Windward Private Wealth Management
Kansas
$977K -$48.8K -303 -5%
BIM
566
Bridges Investment Management
Nebraska
$975K -$37.4K -232 -4%
LC
567
Lindbrook Capital
California
$971K – – –
WE
568
Wealth Effects
Massachusetts
$964K -$2.9K -18 -0.3%
PPW
569
PACK Private Wealth
Minnesota
$964K – – –
KWMG
570
King Wealth Management Group
Florida
$963K +$250K +1,550 +35%
FPAS
571
Focus Partners Advisor Solutions
Missouri
$961K +$99.1K +615 +11%
GT
572
Glenmede Trust
Pennsylvania
$955K – – –
RIA
573
Realta Investment Advisors
Delaware
$951K -$48.5K -301 -5%
ACIM
574
Azimuth Capital Investment Management
Michigan
$950K -$161 -1 -0%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$948K +$12.6K +78 +1%
21 22
23
24 25