IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$238M
2
Barclays
2
Barclays
United Kingdom
$45.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$734M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$48.2M
5
CCFM
5
Clear Creek Financial Management
Washington
$21.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$140M
2
HNB
2
Huntington National Bank
Ohio
$67.4M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$7.9M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.27M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.53B
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$16.7M 148,213 +1,758 +1%
FLA
77
Financial Life Advisors
Texas
$16.1M 142,915 +8,990 +7%
AA
78
Alesco Advisors
New York
$16M 142,172 -3,257 -2%
RVPG
79
Relative Value Partners Group
$15.6M 136,444 -3,084 -2%
SMC
80
Smith, Moore & Co
Missouri
$15.3M 135,873 -1,567 -1%
BF
81
BOK Financial
Oklahoma
$15.2M 134,883 -5,857 -4%
IA
82
Independence Advisors
Pennsylvania
$15.1M 134,559 -1,157 -0.9%
SPIA
83
Strategic Point Investment Advisors
Rhode Island
$14.8M 131,637 +1,127 +0.9%
TW
84
Transform Wealth
Colorado
$14.8M 131,511 +1,416 +1%
NSIM
85
North Star Investment Management
Illinois
$13.9M 123,978 +3,460 +3%
MFM
86
Mirsky Financial Management
New York
$13.9M 123,801 +2,080 +2%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$13.9M 123,783 +20,163 +19%
BOH
88
Bank of Hawaii
Hawaii
$13.6M 121,102 +6,952 +6%
GIA
89
GHP Investment Advisors
Colorado
$13.3M 118,298 +3,818 +3%
BZWA
90
Blue Zone Wealth Advisors
California
$13.2M 117,521 -30,728 -21%
PSUF
91
People's United Financial
Connecticut
$12.8M 114,082 +1,234 +1%
PIA
92
Powell Investment Advisors
Florida
$12.7M 113,199 +11,469 +11%
CCM
93
Condor Capital Management
New Jersey
$12.5M 110,818 -62,968 -36%
FMC
94
First Merchants Corp
Indiana
$12.4M 110,380 +2,642 +2%
AAS
95
Avantax Advisory Services
Texas
$12.3M 109,462 +63,053 +136%
BPCE
96
Bank Pictet & Cie (Europe)
Germany
$12.2M 108,920 – –
KAS
97
Kestra Advisory Services
Texas
$12.2M 108,183 +108,183 New
Comerica Bank
98
Comerica Bank
Texas
$11.8M 101,283 +21,408 +27%
DSA
99
Droms Strauss Advisors
Missouri
$11.8M 104,934 +3,017 +3%
V
100
Veritable
Delaware
$11.7M 103,995 +2,921 +3%
2 3
4
5 6