IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$384M
2
LPL Financial
LPL Financial
California
+$162M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.3M
4
Morgan Stanley
Morgan Stanley
New York
+$92.2M
5
Lido Advisors
Lido Advisors
California
+$85.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$252M
2
HNB
Huntington National Bank
Ohio
-$206M
3
US Bancorp
US Bancorp
Minnesota
-$145M
4
Wells Fargo
Wells Fargo
California
-$88.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
626
Objective Capital Management
Ohio
$1.71M -$747K -3,912 -30%
FWP
627
Forefront Wealth Partners
Texas
$1.71M +$1.71M +8,965 New
DL
628
DOHJ LLC
Washington
$1.71M -$4.54M -23,801 -73%
HFS
629
Hopwood Financial Services
Virginia
$1.71M +$1.71M +8,943 New
RG
630
Rathbones Group
United Kingdom
$1.7M +$207K +1,086 +14%
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$1.68M +$31.9K +167 +2%
UAG
632
United Advisor Group
Ohio
$1.65M -$12.6K -66 -0.8%
BCA
633
Bay Colony Advisors
Massachusetts
$1.64M +$167K +876 +11%
HH
634
Hilltop Holdings
Texas
$1.64M +$104K +547 +7%
BFG
635
Bleakley Financial Group
New Jersey
$1.64M +$94.7K +496 +6%
BWM
636
BigSur Wealth Management
Florida
$1.62M – – –
FFM
637
Forum Financial Management
Illinois
$1.62M -$18.5K -97 -1%
SFPG
638
Stonebridge Financial Planning Group
Florida
$1.61M +$29K +152 +2%
IWC
639
Infinity Wealth Counsel
Ohio
$1.6M +$1.6M +8,399 New
WIA
640
World Investment Advisors
California
$1.6M -$19.8M -103,915 -93%
BP
641
Ballentine Partners
Massachusetts
$1.6M +$12.6K +66 +0.8%
WAP
642
Wealthcare Advisory Partners
Pennsylvania
$1.6M -$39.3K -206 -2%
HFS
643
Heritage Financial Services
Massachusetts
$1.6M -$7.44K -39 -0.5%
PSA
644
Plum Street Advisors
Louisiana
$1.59M +$8.59K +45 +0.5%
EIA
645
Eldridge Investment Advisors
New Hampshire
$1.58M -$16.2K -85 -1%
MPEM
646
Marathon Partners Equity Management
New York
$1.57M +$1.57M +8,250 New
KFAA
647
Klaas Financial Asset Advisors
Illinois
$1.55M -$85.3K -447 -5%
RWM
648
Rialto Wealth Management
New York
$1.54M +$1.54M +8,073 New
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$1.54M -$37K -194 -2%
PCMC
650
Private Capital Management (Colorado)
Colorado
$1.53M -$166K -868 -10%
24 25
26
27 28