iShares S&P 500 Value ETF
1,351 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 490 increasing their positions, 420 reducing their positions, and 69 closing their positions.
1,217% more call options, than puts
Call options by funds: $22.9M | Put options by funds: $1.74M
165% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 69
19% more capital invested
Capital invested by funds: $22.3B → $26.4B (+$4.13B)
17% more repeat investments, than reductions
Existing positions increased: 490 | Existing positions reduced: 420
13% more funds holding in top 10
Funds holding in top 10: 112 → 127 (+15)
8% more funds holding
Funds holding: 1,255 → 1,351 (+96)
3.46% less ownership
Funds ownership: 80.83% → 77.37% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.36B |
| 2 |
LPL Financial
San Diego,
California
|
+$368M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$226M |
| 4 |
BlackRock
New York
|
+$223M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$204M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.87B |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$61.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.6M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$50.8M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$49M |
IVE Hedge Fund Activity: Q1 2024 in Review
1,351 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q1 2024, worth a combined $26.4B — up 19% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new IVE positions and 69 closed out — a net gain of 114 holders — while 490 added to existing stakes and 420 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.36B. The largest seller was Morgan Stanley, cutting an estimated $1.87B.
- 1,351 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q1 2024, up from 1,255 in Q4 2023.
- Funds reported $26.4B of iShares S&P 500 Value ETF stock for Q1 2024, up 19% quarter-over-quarter.
- 183 funds opened new iShares S&P 500 Value ETF positions in Q1 2024 and 69 closed out, a net change of +114 holders.
- The largest iShares S&P 500 Value ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $1.36B added.
- The largest iShares S&P 500 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.87B sold.
Based on aggregated 13F filings for Q1 2024.