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
$3.12B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
Truist Financial
North Carolina
$81.3M
4
UBS Group
UBS Group
Switzerland
$545M
5
AWA
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$670M
2
HNB
Huntington National Bank
Ohio
$129M
3
WHAM
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
Bank of America
North Carolina
$980M
5
Wells Fargo
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
651
Personal Capital Advisors
California
$648K +$209K +1,442 +48%
SCA
652
Snowden Capital Advisors
New York
$646K +$17.4K +120 +3%
KA
653
Kovack Advisors
Florida
$644K -$53.2K -367 -8%
CS
654
Credit Suisse
Switzerland
$644K -$2.77M -19,061 -81%
FWA
655
FSM Wealth Advisors
Ohio
$644K – – –
SIG
656
Stonegate Investment Group
Alabama
$644K +$72.5K +500 +13%
KWMG
657
King Wealth Management Group
Florida
$642K – – –
WTC
658
WhitTier Trust Company
Nevada
$642K – – –
SFWC
659
Strategic Family Wealth Counselors
New Jersey
$640K – – –
PCM
660
Parsons Capital Management
Rhode Island
$640K +$52.2K +360 +9%
CTC
661
Central Trust Company
Missouri
$639K – – –
SCI
662
S&CO Inc
Massachusetts
$631K – – –
CST
663
Charles Schwab Trust
Nevada
$630K – – –
CT
664
Cambridge Trust
Massachusetts
$630K -$89.3K -615 -12%
MG
665
Mather Group
Illinois
$623K -$16.7K -115 -3%
CS
666
Capital Square
Tennessee
$621K – – –
NL
667
Navalign LLC
California
$621K -$55.1K -380 -8%
VVP
668
Venture Visionary Partners
Ohio
$616K -$37.4K -258 -6%
SHWM
669
Silicon Hills Wealth Management
Texas
$612K -$188K -1,299 -24%
H
670
HoyleCohen
California
$603K +$19.6K +135 +3%
MA
671
MCF Advisors
Kentucky
$603K – – –
CPA
672
Capital Planning Advisors
California
$602K – – –
PCMC
673
Private Capital Management (Colorado)
Colorado
$597K +$163K +1,121 +37%
CBFP
674
Cedar Brook Financial Partners
Ohio
$591K +$591K +4,072 New
LA
675
Lynch & Associates
Indiana
$590K -$115K -791 -16%
25 26
27
28 29