IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,510 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-27
Holders Change %
-1.76%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
102
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
776
Custom Index Systems
New York
$980K -$1.28M -6,726 -57%
APC
777
Aspire Private Capital
North Carolina
$976K +$331K +1,738 +51%
HNWA
778
Henrickson Nauta Wealth Advisors
Michigan
$972K – – –
NB
779
NBT Bank
New York
$968K -$1.14K -6 -0.1%
FMTC
780
Farmers & Merchants Trust Company
California
$963K -$9.53K -50 -1%
NW
781
NewEdge Wealth
Pennsylvania
$963K +$343K +1,798 +55%
O3W
782
Omni 360 Wealth
New Jersey
$956K +$164K +862 +21%
WPW
783
Waldron Private Wealth
Pennsylvania
$953K -$890K -4,670 -48%
NFW
784
Noble Family Wealth
Florida
$953K – – –
HA
785
Helium Advisors
Washington
$950K -$4.57K -24 -0.5%
FA
786
Fiduciary Alliance
South Carolina
$948K +$2.86K +15 +0.3%
EPM
787
Elm Partners Management
Pennsylvania
$946K -$50.7K -266 -5%
EAMA
788
EFG Asset Management (Americas)
Florida
$943K +$4.38K +23 +0.5%
MWM
789
Maripau Wealth Management
Indiana
$938K -$95.9K -503 -9%
SF
790
Summit Financial
New Jersey
$937K -$341K -1,789 -27%
MW
791
Members Wealth
Pennsylvania
$937K -$143K -750 -13%
LA
792
LexAurum Advisors
Kansas
$934K +$201K +1,056 +27%
JSL
793
JT Stratford LLC
Georgia
$931K +$315K +1,652 +51%
BFA
794
Beacon Financial Advisory
Ohio
$927K +$224K +1,176 +32%
TA
795
TrueWealth Advisors
Alabama
$915K +$56.4K +296 +7%
FFA
796
Florida Financial Advisors
Florida
$912K +$288K +1,512 +46%
JFG
797
JMG Financial Group
Illinois
$910K -$69.2K -363 -7%
KWM
798
Kingsview Wealth Management
Oregon
$910K +$2.67K +14 +0.3%
GG
799
Greenwood Gearhart
Arkansas
$909K +$192K +1,007 +27%
PWA
800
Provenance Wealth Advisors
Florida
$908K -$2.48K -13 -0.3%
30 31
32
33 34