IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.33B
2
M&T Bank
2
M&T Bank
New York
$108M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$590M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.06B
5
HC
5
HNP Capital
New York
$32.8M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$576M
3
Stifel Financial
3
Stifel Financial
Missouri
$240M
4
HNB
4
Huntington National Bank
Ohio
$51.6M
5
Bank of America
5
Bank of America
North Carolina
$627M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
MV Capital Management
Maryland
$13.8M 143,530 +8,447 +6%
IA
77
Independence Advisors
Pennsylvania
$13.3M 138,495 +40,535 +41%
SMC
78
Smith, Moore & Co
Missouri
$13.2M 137,515 -2,463 -2%
HF
79
Halpern Financial
Virginia
$13M 135,000 +9,510 +8%
CG
80
Colony Group
Massachusetts
$12.8M 133,366 +63,603 +91%
A
81
AdvicePeriod
California
$12.7M 132,360 +20,461 +18%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$12.7M 133,351 +14,925 +13%
FLA
83
Financial Life Advisors
Texas
$12.7M 131,454 +13,763 +12%
SPIA
84
Strategic Point Investment Advisors
Rhode Island
$12.4M 128,774 -4,000 -3%
NSIM
85
North Star Investment Management
Illinois
$12.3M 128,237 -50,037 -28%
PWAG
86
Polaris Wealth Advisory Group
California
$12.3M 127,614 -130,088 -50%
NCM
87
Narwhal Capital Management
Georgia
$11.4M 118,139 +1,416 +1%
CFA
88
Cahill Financial Advisors
Minnesota
$11.3M 117,156 -8,438 -7%
BF
89
BOK Financial
Oklahoma
$11.1M 115,676 +9,947 +9%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$11M 114,433 +7,598 +7%
GIA
91
GHP Investment Advisors
Colorado
$10.7M 111,086 +3,941 +4%
EC
92
Estate Counselors
Wisconsin
$10.6M 109,900 +109,900 New
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$10.6M 109,732 -10,429 -9%
BPCE
94
Bank Pictet & Cie (Europe)
Germany
$10.5M 108,920 – –
TW
95
Transform Wealth
Colorado
$10.4M 107,734 +4,181 +4%
PWP
96
Personal Wealth Partners
Minnesota
$10.2M 105,914 -3,043 -3%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$10.2M 105,510 -6,058 -5%
FMC
98
First Merchants Corp
Indiana
$9.86M 102,491 +1,169 +1%
PFA
99
Pure Financial Advisors
California
$9.85M 102,315 +20,325 +25%
V
100
Veritable
Delaware
$9.8M 101,817 +2,934 +3%
2 3
4
5 6