IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,353 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$86.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62.7M
4
KOC
Koss-Olinger Consulting
Florida
+$55.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$50.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$187M
2
UFF
USA Financial Formulas
Michigan
-$72.1M
3
MWM
Modern Wealth Management
Kansas
-$60.5M
4
EW
Evoke Wealth
California
-$41.8M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
651
Summit Financial
New Jersey
$1.23M -$14.2K -78 -1%
1CP
652
17 Capital Partners
Arizona
$1.22M +$107K +589 +10%
AWA
653
Arete Wealth Advisors
Illinois
$1.22M +$1.22M +6,689 New
SAM
654
Synergy Asset Management
Washington
$1.21M +$1.21M +6,663 New
AA
655
Argent Advisors
Louisiana
$1.21M +$26.4K +145 +2%
WOC
656
West Oak Capital
California
$1.2M -$728 -4 -0.1%
RIL
657
Rothschild Investment LLC
Illinois
$1.2M -$45.9K -252 -4%
HNB
658
Hilltop National Bank
Wyoming
$1.19M – – –
CFS
659
Commonwealth Financial Services
West Virginia
$1.19M -$2.67M -14,675 -69%
MG
660
Mather Group
Illinois
$1.18M +$586K +3,137 +98%
LA
661
Legacy Advisors
Pennsylvania
$1.18M – – –
SAM
662
Silvercrest Asset Management
New York
$1.17M -$118K -650 -9%
PPWM
663
Perissos Private Wealth Management
Oklahoma
$1.16M -$1.34M -7,380 -54%
NWMG
664
National Wealth Management Group
Ohio
$1.16M +$201K +1,104 +21%
WP
665
WMS Partners
Maryland
$1.16M -$32.2K -177 -3%
CWA
666
Clearview Wealth Advisors
Oregon
$1.16M -$506K -2,779 -30%
WP
667
Westmount Partners
California
$1.16M +$3.08K +17 +0.3%
BP
668
BBR Partners
New York
$1.16M – – –
PCA
669
Pallas Capital Advisors
Massachusetts
$1.15M -$111K -589 -9%
SFG
670
Sovereign Financial Group
Connecticut
$1.15M +$320K +1,758 +38%
LWM
671
Lakeridge Wealth Management
Ohio
$1.13M +$24.9K +137 +2%
CG
672
Corundum Group
Colorado
$1.12M – – –
KWMG
673
King Wealth Management Group
Florida
$1.12M – – –
CCB
674
Country Club Bank
Missouri
$1.11M +$105K +578 +10%
FT
675
Fiduciary Trust
Massachusetts
$1.11M – – –
25 26
27
28 29