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iShares S&P 500 Value ETF
IVE

1,361 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 501 increasing their positions, 464 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,443% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $1.27M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

8% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 464

1% more funds holding

Funds holding: 1,351 → 1,361 (+10)

0.29% more ownership

Funds ownership: 77.37% → 77.65% (+0.29%)

3% less capital invested

Capital invested by funds: $26.4B → $25.6B (-$817M)

14% less funds holding in top 10

Funds holding in top 10: 127 → 109 (-18)

Holders
1,361
Holders Change
+10
Holders Change %
+0.74%
% of All Funds
19.66%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.57%
New
102
Increased
501
Reduced
464
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$86.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.5M
3
LWM
Liberty Wealth Management
California
+$64.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62.8M
5
KOC
Koss-Olinger Consulting
Florida
+$55.9M

Top Sellers

1
UFF
USA Financial Formulas
Michigan
-$72.1M
2
MWM
Modern Wealth Management
Kansas
-$60.5M
3
EW
Evoke Wealth
California
-$41.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$32.2M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
976
Lifeworks Advisors
Michigan
$401K +$39K +214 +11%
LWM
977
LongView Wealth Management
Georgia
$401K -$1.64K -9 -0.4%
HIS
978
Harvest Investment Services
Illinois
$400K -$1.86M -10,204 -82%
MFG
979
Mosaic Financial Group
Illinois
$398K +$1.09K +6 +0.3%
FA
980
Fiducient Advisors
Illinois
$398K +$179K +982 +82%
NCFG
981
New Century Financial Group
New Jersey
$397K +$397K +2,181 New
SA
982
SpiderRock Advisors
Delaware
$396K -$1.29M -7,101 -77%
FNBTCON
983
First National Bank & Trust Co of Newtown
Pennsylvania
$396K – – –
BONH
984
Bank of New Hampshire
New Hampshire
$396K – – –
YCM
985
Yousif Capital Management
Michigan
$395K +$9.84K +54 +3%
FEM
986
Fulcrum Equity Management
Texas
$392K +$392K +2,154 New
RRWA
987
Rainey & Randall Wealth Advisors
Florida
$392K +$1.64K +9 +0.4%
SIC
988
Samalin Investment Counsel
New York
$390K +$171K +940 +78%
Neuberger Berman Group
989
Neuberger Berman Group
New York
$390K +$36.6K +201 +10%
CCA
990
Conservest Capital Advisors
Pennsylvania
$389K – – –
IA
991
IFG Advisors
Missouri
$388K +$13.1K +72 +3%
CCM
992
Colorado Capital Management
Colorado
$388K – – –
LAS
993
Lloyd Advisory Services
Georgia
$386K +$387K +2,123 New
PA
994
Parkside Advisors
California
$386K – – –
TWM
995
Thrive Wealth Management
Pennsylvania
$386K -$2.55K -14 -0.7%
CFAM
996
Center For Asset Management
Florida
$385K +$1.27K +7 +0.3%
HTC
997
Haverford Trust Company
Pennsylvania
$384K -$54.6K -300 -12%
LSA
998
Lion Street Advisors
Texas
$381K +$139K +761 +57%
CTFG
999
Capstone Triton Financial Group
Oklahoma
$381K +$1.27K +7 +0.3%
EW
1000
Enzi Wealth
Texas
$379K -$5.83K -32 -2%
38 39
40
41 42

IVE Hedge Fund Activity: Q2 2024 in Review

1,361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2024, worth a combined $25.6B — down 3.1% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IVE positions and 76 closed out — a net gain of 26 holders — while 501 added to existing stakes and 464 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $86.3M. The largest seller was USA Financial Formulas, exiting entirely with an estimated $72.1M sold.

  • 1,361 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2024, up from 1,351 in Q1 2024.
  • Funds reported $25.6B of iShares S&P 500 Value ETF stock for Q2 2024, down 3.1% quarter-over-quarter.
  • 102 funds opened new iShares S&P 500 Value ETF positions in Q2 2024 and 76 closed out, a net change of +26 holders.
  • The largest iShares S&P 500 Value ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $86.3M added.
  • The largest iShares S&P 500 Value ETF seller in Q2 2024 was USA Financial Formulas, an estimated $72.1M sold.

Based on aggregated 13F filings for Q2 2024.