IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

908 hedge funds and large institutions have $15.5B invested in iShares S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 334 increasing their positions, 275 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
15.99%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.43%
New
93
Increased
334
Reduced
275
Closed
60
Calls
$20M
Puts
$5.46M
Net Calls
+$14.5M
Net Calls Change
+$3.75M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$357M
2
Stifel Financial
2
Stifel Financial
Missouri
$366M
3
Wells Fargo
3
Wells Fargo
California
$892M
4
Lido Advisors
4
Lido Advisors
California
$102M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.58B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$699M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.02B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
HNB
4
Huntington National Bank
Ohio
$80.1M
5
AC
5
Allstate Corporation
Illinois
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
751
Greenhouse Wealth Management
Connecticut
$231K – – –
AP
752
Appleton Partners
Massachusetts
$229K – – –
CTFG
753
Capstone Triton Financial Group
Oklahoma
$227K – – –
MWPCG
754
Measured Wealth Private Client Group
New Hampshire
$227K – – –
JIP
755
Jaffetilchin Investment Partners
Florida
$227K +$227K +1,610 New
HCIA
756
Hochman Cole Investment Advisors
Illinois
$226K – – –
TFGT
757
TS Financial Group (TSFG)
Illinois
$223K -$11.4K -81 -5%
FNC
758
First National Corp
Massachusetts
$223K – – –
HA
759
Hamel Associates
New Jersey
$222K – – –
ECM
760
Evergreen Capital Management
Washington
$221K +$221K +1,567 New
MA
761
MONECO Advisors
Connecticut
$220K +$220K +1,559 New
AWA
762
Acorn Wealth Advisors
Michigan
$219K +$219K +1,551 New
IWS
763
Insight Wealth Strategies
California
$218K -$99.1K -702 -31%
CBN
764
Cadence Bank NA
Texas
$218K +$218K +1,540 New
OCM
765
One Capital Management
California
$218K +$218K +1,545 New
CG
766
Caprock Group
Idaho
$218K +$218K +1,546 New
TWM
767
Tradition Wealth Management
Minnesota
$217K – – –
PAI
768
Pittenger & Anderson Inc
Nebraska
$217K +$129K +912 +146%
RG
769
Retirement Group
California
$213K +$141 +1 +0.1%
TWM
770
Titus Wealth Management
California
$213K +$213K +1,510 New
MMG
771
Monetary Management Group
Missouri
$212K – – –
AWE
772
Avidian Wealth Enterprises
Texas
$212K +$212K +1,500 New
BAMG
773
Brand Asset Management Group
Missouri
$211K +$142 +1 +0.1%
WIC
774
Woodmont Investment Counsel
Tennessee
$210K +$210K +1,486 New
WAOTB
775
Wealth Advisors of Tampa Bay
Florida
$208K +$208K +1,470 New
29 30
31
32 33