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iShares S&P 500 Value ETF
IVE
IVE
1,550 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 576 increasing their positions, 486 reducing their positions, and 64 closing their positions.
New
Increased
Maintained
Reduced
Closed
223% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 64
80% more call options, than puts
Call options by funds: $20M | Put options by funds: $11.1M
19% more repeat investments, than reductions
Existing positions increased: 576 | Existing positions reduced: 486
16% more funds holding in top 10
Funds holding in top 10: 108 → 125 (+17)
8% more funds holding
Funds holding: 1,435 → 1,550 (+115)
7% more capital invested
Capital invested by funds: $27.2B → $29B (+$1.86B)
0.63% more ownership
Funds ownership: 77.37% → 78% (+0.63%)
Holders
1,550
Holders Change
+115
Holders Change %
+8.01%
% of All Funds
20.42%
Holding in Top 10
125
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.74%
% of All Funds
1.65%
New
207
Increased
576
Reduced
486
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$168M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$97.9M |
| 3 |
Morgan Stanley
New York
|
+$95.8M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$89M |
| 5 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$80.2M |
