IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203M
3
Wells Fargo
Wells Fargo
California
+$40.3M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
CA
Cetera Advisors
Colorado
+$29.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$199M
2
HNB
Huntington National Bank
Ohio
-$118M
3
USAA
United Services Automobile Association
Texas
-$48.6M
4
B
Barings
North Carolina
-$35.4M
5
AWA
Aaron Wealth Advisors
Illinois
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
601
Fiduciary Trust
Massachusetts
$685K – – –
KA
602
Kovack Advisors
Florida
$680K -$39.5K -287 -5%
MMHP
603
Murphy Middleton Hinkle & Parker
Georgia
$680K -$4.54K -33 -0.7%
CCP
604
Corient Capital Partners
California
$674K – – –
BAG
605
Briggs Advisory Group
Rhode Island
$672K – – –
PA
606
Prism Advisors
California
$669K – – –
BDF
607
Balasa Dinverno & Foltz
$661K – – –
MLICM
608
Metropolitan Life Insurance Company (MetLife)
New York
$660K -$27.5K -200 -4%
SBH
609
Segall Bryant & Hamill
Illinois
$656K – – –
MA
610
MKT Advisors
California
$654K +$28.5K +206 +5%
CGFA
611
Colton Groome Financial Advisors
North Carolina
$652K -$28.5K -207 -4%
SFA
612
Source Financial Advisors
New York
$652K -$16.1K -117 -2%
GM
613
GeoWealth Management
Illinois
$651K -$15.9K -116 -2%
S
614
SignatureFD
Georgia
$648K -$5.09K -37 -0.8%
SFO
615
Stokes Family Office
Louisiana
$638K +$389K +2,829 +156%
FWTB
616
First Western Trust Bank
Colorado
$637K – – –
CAI
617
Capital Advisors Inc
Oklahoma
$634K – – –
PCS
618
Personal CFO Solutions
New Jersey
$630K -$15.9K -116 -2%
GWS
619
Glassman Wealth Services
Virginia
$629K – – –
VVP
620
Venture Visionary Partners
Ohio
$622K +$825 +6 +0.1%
ZCA
621
Zeke Capital Advisors
Pennsylvania
$620K – – –
OWA
622
One Wealth Advisors
California
$619K +$440K +3,199 +246%
AWM
623
Altium Wealth Management
New York
$617K +$68.2K +496 +12%
CRCM
624
Corbett Road Capital Management
Virginia
$616K -$120K -871 -16%
MPCG
625
Matrix Private Capital Group
New York
$614K -$15.5K -113 -2%
23 24
25
26 27