IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.81B
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$36.8M
4
UBS Group
4
UBS Group
Switzerland
$518M
5
Ameriprise
5
Ameriprise
Minnesota
$322M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.88B
2
LIA
2
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
3
Huntington National Bank
Ohio
$105M
4
HI
4
Harbour Investments
Wisconsin
$3.3M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$43.5M 277,673 +819 +0.3%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$41.5M 264,982 -483 -0.2%
KeyBank National Association
53
KeyBank National Association
Ohio
$41.2M 262,845 -3,856 -1%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$40.5M 274,487 +46,831 +21%
Allianz Asset Management
55
Allianz Asset Management
Germany
$39.4M 251,175 +46,425 +23%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$39.3M 251,100 +5,981 +2%
1IA
57
1834 Investment Advisors
Wisconsin
$38.8M 247,779 +2,582 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$37.6M 239,767 -23,485 -9%
RVPG
59
Relative Value Partners Group
$37.2M 237,408 +3,394 +1%
LL
60
LPWM LLC
Minnesota
$37.1M 236,761 +9,684 +4%
TCBWMS
61
Texas Capital Bank Wealth Management Services
Texas
$36.9M 235,780 -6,433 -3%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$36.8M 234,882 +4,221 +2%
TWC
63
TD Waterhouse Canada
Ontario, Canada
$36.8M 193,623 +193,623 New
PWM
64
Praetorian Wealth Management
California
$36.3M 231,868 +5,817 +3%
AIP
65
Ameritas Investment Partners
Nebraska
$35.1M 224,364 +9,142 +4%
HF
66
Halpern Financial
Virginia
$33.3M 212,453 +9,201 +5%
SWM
67
Spire Wealth Management
Virginia
$32.7M 208,514 +3,674 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$30.2M 192,963 -4,541 -2%
CA
69
Cetera Advisors
Colorado
$29.3M 187,170 +48,906 +35%
EW
70
Evoke Wealth
California
$28.5M 182,259 +176,323 +2,970%
WIA
71
World Investment Advisors
California
$28.3M 182,323 +179,381 +6,097%
PWAG
72
Polaris Wealth Advisory Group
California
$28.3M 180,380 +304 +0.2%
QIM
73
Quest Investment Management
Oregon
$28.2M 179,915 – –
SPC
74
Sigma Planning Corp
Michigan
$27.5M 175,838 +9,418 +6%
EWA
75
Encompass Wealth Advisors
Oregon
$27.4M 175,092 +14,060 +9%
1 2
3
4 5