IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$155M
2
AWM
Avitas Wealth Management
California
$18.4M
3
BMM
Berkshire Money Management
Massachusetts
$23.1M
4
KAS
Kestra Advisory Services
Texas
$29.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$755M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.58B
2
HNB
Huntington National Bank
Ohio
$109M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
BFG
Barber Financial Group
Kansas
$1.54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
751
Mathes Company
New York
$334K – – –
BFA
752
Beaumont Financial Advisors
Massachusetts
$334K +$51.5K +400 +18%
EWM
753
Empirical Wealth Management
Washington
$333K -$12.7K -99 -4%
CFA
754
CWS Financial Advisors
Michigan
$333K – – –
EVM
755
Eaton Vance Management
Massachusetts
$327K -$10.2K -79 -3%
IRAG
756
Investment Research & Advisory Group
Georgia
$327K – – –
JFG
757
JMG Financial Group
Illinois
$324K – – –
SSW
758
Stone Summit Wealth
Florida
$322K – – –
LC
759
LTG Capital
Massachusetts
$321K -$756K -5,885 -70%
SFWA
760
Summit Financial Wealth Advisors
Louisiana
$320K – – –
CCFM
761
Clear Creek Financial Management
Washington
$319K -$10.8M -84,499 -97%
RCG
762
Regatta Capital Group
California
$319K +$39.7K +289 +14%
E
763
ETFidea
New York
$316K – – –
CFAM
764
Center For Asset Management
Florida
$316K +$48.4K +376 +18%
MYIA
765
Mount Yale Investment Advisors
Colorado
$313K – – –
OCPWS
766
One Charles Private Wealth Services
Massachusetts
$312K +$14.4K +112 +5%
EI
767
Ellevest Inc
New York
$309K -$1.16K -9 -0.4%
OIS
768
Okabena Investment Services
Minnesota
$308K – – –
VWA
769
Visionary Wealth Advisors
Illinois
$306K – – –
HIIFS
770
Harel Insurance Investments & Financial Services
Israel
$306K – – –
IFWM
771
Institute for Wealth Management
Colorado
$305K +$7.71K +60 +3%
IA
772
IFG Advisors
Missouri
$304K +$304K +2,364 New
CWM
773
Chesapeake Wealth Management
Virginia
$303K -$1.93K -15 -0.6%
VCA
774
Verdence Capital Advisors
Maryland
$302K +$302K +2,352 New
BCI
775
Brinker Capital Investments
Pennsylvania
$300K -$128 -1 -0%
29 30
31
32 33