IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$384M
2
LPL Financial
LPL Financial
California
+$162M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.3M
4
Morgan Stanley
Morgan Stanley
New York
+$92.2M
5
Lido Advisors
Lido Advisors
California
+$85.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$252M
2
HNB
Huntington National Bank
Ohio
-$206M
3
US Bancorp
US Bancorp
Minnesota
-$145M
4
Wells Fargo
Wells Fargo
California
-$88.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
976
Guardian Asset Advisors
Pennsylvania
$547K – – –
WAM
977
WNY Asset Management
New York
$545K – – –
NL
978
Navalign LLC
California
$545K -$20.6K -108 -4%
LSA
979
Lion Street Advisors
Texas
$544K +$84.8K +444 +18%
SWM
980
Stockman Wealth Management
Montana
$543K +$8.59K +45 +2%
OC
981
Oarsman Capital
Wisconsin
$542K -$36.6K -192 -6%
BCA
982
Ballentine Capital Advisors
South Carolina
$541K -$14.1K -74 -3%
CC
983
Chicago Capital
Illinois
$541K – – –
SSB
984
Sandy Spring Bank
Maryland
$539K -$4.2K -22 -0.8%
AB
985
Atlas Brown
Kentucky
$529K -$31.1K -163 -6%
CA
986
Claro Advisors
Massachusetts
$526K -$42.8K -224 -8%
ATC
987
Argent Trust Co
Tennessee
$523K -$15.5K -81 -3%
CL
988
CIM LLC
New York
$522K -$27.7K -145 -5%
DFC
989
DBK Financial Counsel
Ohio
$520K – – –
TTWM
990
TCV Trust & Wealth Management
Virginia
$518K – – –
WWM
991
Waterway Wealth Management
Texas
$517K +$172K +900 +50%
CI
992
Cambiar Investors
Colorado
$517K +$517K +2,710 New
NRC
993
New Republic Capital
North Carolina
$517K +$41.2K +216 +9%
IAS
994
Insigneo Advisory Services
Florida
$517K +$517K +2,706 New
CPIA
995
Cornell Pochily Investment Advisors
New York
$516K -$67.8K -355 -12%
PIAS
996
PCA Investment Advisory Services
Ohio
$516K -$3.05K -16 -0.6%
NA
997
Nordwand Advisors
Pennsylvania
$515K – – –
SWP
998
Semus Wealth Partners
Florida
$514K +$65.1K +341 +14%
RSWA
999
Robinson Smith Wealth Advisors
Maine
$513K – – –
KWA
1000
Kingswood Wealth Advisors
California
$512K +$91.6K +480 +22%
38 39
40
41 42