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 %
GCM
701
Gallacher Capital Management
Colorado
$514K +$514K +3,541 New
CA
702
Calton & Associates
Florida
$512K +$512K +3,530 New
CIC
703
Carnegie Investment Counsel
Ohio
$511K – – –
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$508K -$19.6K -135 -4%
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$506K – – –
FPW
706
Flagship Private Wealth
Massachusetts
$505K – – –
IA
707
Insight Advisors
Pennsylvania
$504K -$14.6K -100 -3%
3LCM
708
3D/L Capital Management
Connecticut
$503K -$237K -1,631 -32%
SWM
709
SeaCrest Wealth Management
New York
$502K +$42.6K +294 +9%
VC
710
Veracity Capital
Georgia
$502K +$41.3K +285 +9%
TCA
711
Trifecta Capital Advisors
Illinois
$502K +$502K +3,458 New
WFAG
712
Worth Financial Advisory Group
North Carolina
$500K +$500K +3,449 New
FNBTCON
713
First National Bank & Trust Co of Newtown
Pennsylvania
$500K – – –
PWM
714
Pinnacle Wealth Management
California
$500K +$500K +3,444 New
RDFA
715
Ritter Daniher Financial Advisory
Ohio
$499K -$245K -1,686 -33%
NB
716
NBT Bank
New York
$499K +$499K +3,437 New
PL
717
Plancorp LLC
Missouri
$496K -$79.9K -551 -14%
KLI
718
Kelman-Lazarov Inc
Tennessee
$494K – – –
DFC
719
DBK Financial Counsel
Ohio
$493K – – –
FFA
720
First Foundation Advisors
California
$492K – – –
IIA
721
IPG Investment Advisors
California
$489K +$489K +3,374 New
PFG
722
Pinnacle Financial Group
Illinois
$488K +$8.27K +57 +2%
WTB
723
Washington Trust Bank
Washington
$488K +$60.5K +417 +14%
IWM
724
Iams Wealth Management
Nebraska
$488K +$488K +3,363 New
CGFA
725
Colton Groome Financial Advisors
North Carolina
$488K -$195K -1,345 -29%
27 28
29
30 31