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 %
SXL
726
Summit X LLC
Missouri
$402K -$1.66K -12 -0.4%
WCG
727
Weaver Consulting Group
California
$399K -$114K -828 -22%
TFS
728
TrustCore Financial Services
Tennessee
$399K -$6.05K -44 -1%
FWA
729
FSM Wealth Advisors
Ohio
$396K +$396K +2,732 New
4WM
730
4J Wealth Management
Virginia
$395K +$2.75K +20 +0.7%
QC
731
Quent Capital
New York
$394K -$239K -1,737 -38%
SDAM
732
Shulman DeMeo Asset Management
New York
$393K +$1.65K +12 +0.4%
LFG
733
Larson Financial Group
Missouri
$390K -$4.4K -32 -1%
BWM
734
Blossom Wealth Management
California
$389K +$9.63K +70 +3%
RC
735
RegentAtlantic Capital
New Jersey
$388K -$13.6K -99 -3%
FF
736
Francis Financial
$388K +$388K +2,735 New
WFA
737
Wipfli Financial Advisors
Wisconsin
$388K +$388K +2,821 New
RTS
738
Round Table Services
New Jersey
$387K – – –
CW
739
Connectus Wealth
Ohio
$386K +$549 +4 +0.1%
SWM
740
Stockman Wealth Management
Montana
$385K – – –
TTWM
741
TCV Trust & Wealth Management
Virginia
$385K – – –
Neuberger Berman Group
742
Neuberger Berman Group
New York
$385K +$385K +2,798 New
PWM
743
Perigon Wealth Management
California
$384K -$103K -747 -21%
ACP
744
Arcus Capital Partners
Georgia
$384K +$1.65K +12 +0.4%
OPPS
745
Obsidian Personal Planning Solutions
Maryland
$383K +$383K +2,784 New
VC
746
Veracity Capital
Georgia
$380K -$13.3K -97 -3%
AIS
747
American Investment Services
Massachusetts
$377K +$6.45K +47 +2%
GCA
748
Gradient Capital Advisors
California
$373K – – –
OPA
749
Old Port Advisors
Maine
$373K +$138 +1 +0%
IFA
750
Interactive Financial Advisors
Illinois
$373K +$71.5K +516 +24%
28 29
30
31 32