IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$97.7M
3
Morgan Stanley
Morgan Stanley
New York
+$58.1M
4
Bank of America
Bank of America
North Carolina
+$33.2M
5
Wells Fargo
Wells Fargo
California
+$30.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$67.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53.8M
3
AIP
Ameritas Investment Partners
Nebraska
-$23.7M
4
CCFM
Clear Creek Financial Management
Washington
-$21.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
851
Stewardship Financial Advisors
Georgia
$16K +$16K +125 New
AF
852
Affiance Financial
Minnesota
$14K -$2.88K -23 -17%
RCA
853
Rowland Carmichael Advisors
Arizona
$14K – – –
NFSG
854
Newbridge Financial Services Group
Florida
$14K +$130 +1 +0.9%
EWM
855
Edge Wealth Management
New York
$13K – – –
TFA
856
Toth Financial Advisory
Virginia
$13K – – –
PO
857
Private Ocean
California
$13K – – –
DTIM
858
Danda Trouve Investment Management
Kansas
$13K +$13K +100 New
PFO
859
Pathstone Family Office
New Jersey
$12K – – –
LGA
860
Lebenthal Global Advisors
New York
$12K +$12K +98 New
JWM
861
Janiczek Wealth Management
Colorado
$11K – – –
RCA
862
Ranch Capital Advisors
Florida
$10K -$119 -1 -1%
AIA
863
Armor Investment Advisors
North Carolina
$10K – – –
TF
864
TimeScale Financial
Massachusetts
$10K – – –
AW
865
Avion Wealth
Texas
$10K – – –
OIM
866
Oder Investment Management
California
$10K +$10K +80 New
FRA
867
Front Row Advisors
California
$9K – – –
PIP
868
Peachtree Investment Partners
Florida
$9K – – –
FCA
869
FinTrust Capital Advisors
South Carolina
$8K -$15.6K -117 -66%
FMP
870
Financial Management Professionals
Texas
$8K – – –
KFS
871
Kelly Financial Services
Massachusetts
$7.68K – – –
CA
872
Crewe Advisors
Utah
$6K -$60.5K -454 -91%
IRC
873
Investors Research Corp
Georgia
$6K – – –
AIG
874
American International Group
New York
$5.36K -$6.65K -51,920 -55%
TIAM2
875
Tru Independence Asset Management 2
Oregon
$5K +$5K +37 New
33 34
35
36 37