IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,537 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 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$384M
2
LPL Financial
LPL Financial
California
+$162M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.3M
4
Morgan Stanley
Morgan Stanley
New York
+$92.2M
5
Lido Advisors
Lido Advisors
California
+$85.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$252M
2
HNB
Huntington National Bank
Ohio
-$206M
3
US Bancorp
US Bancorp
Minnesota
-$145M
4
Wells Fargo
Wells Fargo
California
-$88.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
826
FSM Wealth Advisors
Ohio
$862K -$193 -1 -0%
ACM
827
Advisors Capital Management
New Jersey
$861K +$13K +68 +2%
CAM
828
Clarity Asset Management
Iowa
$861K -$29.2K -153 -3%
TA
829
TrueWealth Advisors
Alabama
$860K +$8.21K +43 +1%
SAM
830
Summit Asset Management
Tennessee
$858K -$47.9K -251 -5%
MSWM
831
McGlone Suttner Wealth Management
Wisconsin
$854K – – –
CFP
832
Catalyst Financial Partners
Massachusetts
$852K -$1.69M -8,831 -66%
MSA
833
Marino Stram & Associates
Massachusetts
$845K -$9.16K -48 -1%
MAM
834
Milestone Asset Management
Pennsylvania
$842K +$842K +4,411 New
CA
835
Continuum Advisory
Idaho
$842K +$8.21K +43 +1%
BF
836
Blankinship & Foster
California
$834K -$43.1K -226 -5%
MPCG
837
Matrix Private Capital Group
New York
$831K – – –
PMFA
838
Plante Moran Financial Advisors
Michigan
$830K -$1.15K -6 -0.1%
SCI
839
S&CO Inc
Massachusetts
$830K – – –
CTC
840
Central Trust Company
Missouri
$830K +$5.35K +28 +0.6%
PMAM
841
Picton Mahoney Asset Management
Ontario, Canada
$827K – – –
QWM
842
Quadcap Wealth Management
Texas
$820K -$28.6K -150 -3%
BIA
843
Benchmark Investment Advisors
Illinois
$818K -$135K -705 -14%
GWS
844
Glassman Wealth Services
Virginia
$816K -$36.1K -189 -4%
CPSC
845
Carl P. Sherr & Co
Massachusetts
$814K – – –
FCAS
846
First Command Advisory Services
Texas
$814K – – –
IWA
847
Inspirion Wealth Advisors
Illinois
$813K – – –
SAM
848
Smartleaf Asset Management
Massachusetts
$807K +$44.8K +235 +6%
AL
849
Aspiriant LLC
California
$806K +$16.2K +85 +2%
AWA
850
Arete Wealth Advisors
Illinois
$806K +$270K +1,417 +50%
32 33
34
35 36