IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.81B
2
UBS Group
UBS Group
Switzerland
$518M
3
Ameriprise
Ameriprise
Minnesota
$322M
4
Wells Fargo
Wells Fargo
California
$1.33B
5
WIA
World Investment Advisors
California
$28.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.88B
2
LIA
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
Huntington National Bank
Ohio
$105M
4
HI
Harbour Investments
Wisconsin
$3.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
876
Rex Capital Advisors
Rhode Island
$218K – – –
IP
877
Intellectus Partners
California
$217K -$532K -3,400 -71%
TWP
878
Transparent Wealth Partners
Arkansas
$216K +$216K +1,380 New
ACM
879
Advisors Capital Management
New Jersey
$216K +$216K +1,380 New
BFS
880
Bard Financial Services
Connecticut
$215K +$215K +1,370 New
NWM
881
Northcape Wealth Management
New York
$214K +$214K +1,364 New
JEST
882
JTC Employer Solutions Trustee
Jersey
$212K – – –
WBC
883
West Branch Capital
Massachusetts
$212K – – –
DLCIG
884
D.L. Carlson Investment Group
New Hampshire
$212K +$212K +1,351 New
TFCP
885
Twin Focus Capital Partners
Massachusetts
$210K +$210K +1,341 New
ACI
886
Alpha Cubed Investments
California
$210K +$210K +1,343 New
CFD
887
Creative Financial Designs
Indiana
$208K -$10.2K -65 -5%
1SB
888
1ST Source Bank
Indiana
$208K +$208K +1,330 New
DHGWA
889
Dixon Hughes Goodman Wealth Advisors
North Carolina
$207K +$207K +1,321 New
CP
890
Covenant Partners
Tennessee
$206K – – –
SWM
891
Sugarloaf Wealth Management
Georgia
$206K +$4.22K +27 +2%
JSW
892
Journey Strategic Wealth
New Jersey
$206K +$206K +1,313 New
MC
893
Middleton & Co
Massachusetts
$204K +$204K +1,300 New
VFPI
894
Vantage Financial Partners (Illinois)
Illinois
$204K +$204K +1,300 New
RF
895
RHS Financial
California
$204K +$204K +1,302 New
SPP
896
Single Point Partners
Massachusetts
$203K +$203K +1,299 New
FPS
897
Fieldpoint Private Securities
Connecticut
$202K – – –
WP
898
Wealthspan Partners
Iowa
$201K +$201K +1,285 New
PMFA
899
Plante Moran Financial Advisors
Michigan
$200K – – –
KPWS
900
Kestra Private Wealth Services
Texas
$200K +$200K +1,277 New
34 35
36
37 38