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 %
KWM
776
Keebeck Wealth Management
Illinois
$344K +$344K +2,499 New
FNBOSM
777
First National Bank of South Miami
Florida
$340K +$9.9K +72 +3%
E
778
ETFidea
New York
$338K – – –
CF
779
Centaurus Financial
California
$337K +$84.3K +613 +33%
WA
780
Wealth Alliance
New York
$335K -$3.68M -26,759 -92%
MYIA
781
Mount Yale Investment Advisors
Colorado
$335K -$47.8K -347 -12%
EPA
782
Element Pointe Advisors
Florida
$335K +$335K +2,440 New
EI
783
Ellevest Inc
New York
$332K +$2.06K +15 +0.6%
OC
784
Oarsman Capital
Wisconsin
$332K +$38K +277 +13%
OIS
785
Okabena Investment Services
Minnesota
$330K – – –
RG
786
Retirement Group
California
$330K +$13.2K +96 +4%
CIA
787
Capital Investment Advisors
Georgia
$328K +$52.6K +383 +19%
VWA
788
Visionary Wealth Advisors
Illinois
$327K – – –
BWP
789
Baldwin Wealth Partners
Massachusetts
$327K +$41.2K +300 +14%
CWM
790
Chesapeake Wealth Management
Virginia
$326K – – –
HIIFS
791
Harel Insurance Investments & Financial Services
Israel
$323K – – –
SFWA
792
Summit Financial Wealth Advisors
Louisiana
$322K +$322K +2,271 New
WA
793
Waverly Advisors
Alabama
$322K +$322K +2,341 New
BCI
794
Brinker Capital Investments
Pennsylvania
$321K +$2.89K +21 +0.9%
IFWM
795
Institute for Wealth Management
Colorado
$318K – – –
OCPWS
796
One Charles Private Wealth Services
Massachusetts
$317K +$5.47K +40 +2%
KA
797
Klingman & Associates
New York
$315K -$13.8K -100 -4%
PFO
798
Pathstone Family Office
New Jersey
$313K +$313K +2,277 New
PWA
799
Peterson Wealth Advisors
Utah
$312K – – –
DC
800
Davenport & Co
Virginia
$311K -$21K -153 -6%
30 31
32
33 34