IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$99.2M
3
Truist Financial
Truist Financial
North Carolina
+$66.1M
4
UBS Group
UBS Group
Switzerland
+$64M
5
AWA
Arete Wealth Advisors
Illinois
+$49.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$182M
2
HNB
Huntington National Bank
Ohio
-$109M
3
WHAM
Windmill Hill Asset Management
United Kingdom
-$44.2M
4
Bank of America
Bank of America
North Carolina
-$42.1M
5
Wells Fargo
Wells Fargo
California
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
626
Concorde Asset Management
Michigan
$739K -$290K -1,998 -28%
BFO
627
Boston Family Office
Massachusetts
$738K – – –
OPS
628
Orion Portfolio Solutions
Nebraska
$728K +$194K +1,339 +36%
CCB
629
Country Club Bank
Missouri
$727K -$710K -4,891 -49%
BFAG
630
Blackston Financial Advisory Group
Florida
$725K -$22.5K -155 -3%
FT
631
Fiduciary Trust
Massachusetts
$723K – – –
IWA
632
Inspirion Wealth Advisors
Illinois
$723K -$57.6K -397 -7%
NEPWA
633
New England Private Wealth Advisors
Massachusetts
$721K +$1.74K +12 +0.2%
BAG
634
Briggs Advisory Group
Rhode Island
$710K – – –
PA
635
Prism Advisors
California
$706K – – –
AF
636
Affiance Financial
Minnesota
$706K +$706K +4,864 New
PCIA
637
Prime Capital Investment Advisors
Kansas
$705K +$380K +2,618 +117%
S
638
SignatureFD
Georgia
$690K +$114K +789 +20%
MA
639
MKT Advisors
California
$690K – – –
TWM
640
Thrive Wealth Management
Pennsylvania
$688K -$557K -3,839 -45%
FA
641
Fiduciary Alliance
South Carolina
$675K +$675K +4,653 New
CAI
642
Capital Advisors Inc
Oklahoma
$669K – – –
GWS
643
Glassman Wealth Services
Virginia
$664K – – –
SWA
644
Stratos Wealth Advisors
Ohio
$656K +$45.7K +315 +7%
ZCA
645
Zeke Capital Advisors
Pennsylvania
$654K – – –
RWA
646
Ropes Wealth Advisors
Massachusetts
$654K +$654K +4,507 New
BONH
647
Bank of New Hampshire
New Hampshire
$653K -$290K -2,000 -31%
MMHP
648
Murphy Middleton Hinkle & Parker
Georgia
$650K -$63K -434 -9%
MSWM
649
McGlone Suttner Wealth Management
Wisconsin
$649K +$649K +4,472 New
MPCG
650
Matrix Private Capital Group
New York
$649K – – –
24 25
26
27 28