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 %
WSFS
726
Wilmington Savings Fund Society
Delaware
$487K – – –
AWA
727
Aaron Wealth Advisors
Illinois
$483K -$111K -767 -19%
PIA
728
Perennial Investment Advisors
California
$480K – – –
CWMGP
729
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$476K +$145 +1 +0%
PTC
730
Private Trust Company
Ohio
$472K -$129K -890 -21%
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$469K +$2.61K +18 +0.6%
National Bank of Canada
732
National Bank of Canada
Quebec, Canada
$468K -$6.44M -47,513 -93%
BSWA
733
Bromfield Sneider Wealth Advisors
Massachusetts
$467K – – –
EWM
734
Empirical Wealth Management
Washington
$465K +$88.9K +613 +24%
WAM
735
WNY Asset Management
New York
$463K – – –
OCM
736
One Capital Management
California
$462K -$149K -1,031 -24%
TW
737
Towerpoint Wealth
California
$460K -$2.03K -14 -0.4%
JWM
738
JFG Wealth Management
Colorado
$458K – – –
OSAM
739
O'Shaughnessy Asset Management
Connecticut
$458K +$434K +2,992 +1,813%
AB
740
Atlas Brown
Kentucky
$453K -$870 -6 -0.2%
JIC
741
Joel Isaacson & Co
New York
$452K +$1.89K +13 +0.4%
CFO
742
CVA Family Office
Colorado
$451K +$427K +2,940 +1,760%
HFS
743
Heritage Financial Services
Massachusetts
$449K – – –
LWM
744
LJI Wealth Management
Indiana
$446K +$446K +3,073 New
F
745
F3Logic
Minnesota
$444K -$73.3K -505 -14%
GBS
746
Gallagher Benefit Services
Illinois
$444K +$444K +3,061 New
Wealth Enhancement Advisory Services
747
Wealth Enhancement Advisory Services
Minnesota
$443K -$47K -307 -10%
EW
748
Enzi Wealth
Texas
$437K – – –
CWM
749
Cabot Wealth Management
Massachusetts
$436K -$15.7K -108 -3%
CA
750
Claro Advisors
Massachusetts
$435K -$13.9K -96 -3%
28 29
30
31 32