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 %
BCV
701
Banque Cantonale Vaudoise
Switzerland
$440K -$413K -3,000 -48%
WAM
702
WNY Asset Management
New York
$439K – – –
JGIA
703
Jackson Grant Investment Advisers
Connecticut
$439K +$1.79K +13 +0.4%
WEG
704
World Equity Group
Illinois
$439K +$92K +669 +27%
TW
705
Towerpoint Wealth
California
$438K -$2.34K -17 -0.5%
H
706
HoyleCohen
California
$437K +$437K +3,180 New
EWM
707
Executive Wealth Management
Michigan
$437K +$437K +3,185 New
SWM
708
SeaCrest Wealth Management
New York
$435K +$961 +7 +0.2%
JWM
709
JFG Wealth Management
Colorado
$434K -$687 -5 -0.2%
AB
710
Atlas Brown
Kentucky
$433K – – –
CWM
711
Cabot Wealth Management
Massachusetts
$432K +$13.3K +97 +3%
BCP
712
Blue Chip Partners
Michigan
$431K +$275 +2 +0.1%
JIC
713
Joel Isaacson & Co
New York
$426K +$550 +4 +0.1%
HFS
714
Heritage Financial Services
Massachusetts
$426K +$824 +6 +0.2%
CA
715
Claro Advisors
Massachusetts
$425K -$39.8K -290 -9%
Boston Partners
716
Boston Partners
Massachusetts
$422K +$422K +3,070 New
PCM
717
Parsons Capital Management
Rhode Island
$421K +$13.7K +100 +3%
TI
718
Truepoint Inc
Ohio
$419K – – –
CIC
719
Carnegie Investment Counsel
Ohio
$419K +$29.2K +212 +7%
RDFA
720
Ritter Daniher Financial Advisory
Ohio
$419K +$213K +1,551 +104%
WQ
721
Wealth Quarterback
New Jersey
$419K +$419K +3,050 New
Wealth Enhancement Advisory Services
722
Wealth Enhancement Advisory Services
Minnesota
$410K -$131K -943 -24%
WTB
723
Washington Trust Bank
Washington
$405K – – –
OPW
724
Oxler Private Wealth
New York
$405K +$1.79K +13 +0.4%
SC
725
Saiph Capital
New Jersey
$402K +$224K +1,632 +126%
27 28
29
30 31