IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
3
Truist Financial
North Carolina
$81.3M
4
UBS Group
4
UBS Group
Switzerland
$545M
5
AWA
5
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$670M
2
HNB
2
Huntington National Bank
Ohio
$129M
3
WHAM
3
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$980M
5
Wells Fargo
5
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
851
IFG Advisors
Missouri
$297K -$46.4K -320 -14%
PWA
852
Physician Wealth Advisors
Utah
$294K +$2.75K +18 +0.9%
VAFP
853
Vahanian & Associates Financial Planning
New York
$293K – – –
OBWG
854
Onyx Bridge Wealth Group
New York
$293K – – –
WPWM
855
Western Pacific Wealth Management
Illinois
$292K – – –
GWM
856
Gray Wealth Management
Maine
$290K – – –
BIM
857
Baldwin Investment Management
Pennsylvania
$290K – – –
HNWA
858
Henrickson Nauta Wealth Advisors
Michigan
$290K – – –
PIM
859
Parker Investment Management
California
$288K +$288K +1,988 New
PSIWM
860
Paradigm Strategies in Wealth Management
Minnesota
$288K – – –
CMP
861
Courage Miller Partners
Virginia
$287K -$10.7K -74 -4%
MSAM
862
Moloney Securities Asset Management
Missouri
$285K – – –
MFA
863
Millington Financial Advisors
Illinois
$285K +$285K +1,964 New
CAG
864
Curtis Advisory Group
California
$285K – – –
PMFA
865
Plante Moran Financial Advisors
Michigan
$284K -$288K -1,986 -50%
AWA
866
Acorn Wealth Advisors
Michigan
$284K +$1.45K +10 +0.5%
DT
867
Diversified Trust
Tennessee
$283K +$580 +4 +0.2%
MHS
868
M Holdings Securities
Oregon
$283K +$52.7K +364 +23%
BFEC
869
Benjamin F. Edwards & Company
Missouri
$281K +$77.7K +536 +38%
PWP
870
Perfromance Wealth Partners
Illinois
$281K – – –
BWM
871
Baystate Wealth Management
Massachusetts
$279K -$7.27K -50 -3%
LC
872
LCNB Corp
Ohio
$278K – – –
CAM
873
Campion Asset Management
Virginia
$277K +$277K +1,910 New
PIM
874
Progressive Investment Management
Oregon
$276K – – –
CCA
875
Cottonwood Capital Advisors
Utah
$275K -$6.82K -47 -2%
33 34
35
36 37