IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$794M
3
Wells Fargo
3
Wells Fargo
California
$1.27B
4
Bank of America
4
Bank of America
North Carolina
$968M
5
CA
5
Cetera Advisors
Colorado
$48M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.8M
2
HNB
2
Huntington National Bank
Ohio
$116M
3
USAA
3
United Services Automobile Association
Texas
$2.84M
4
B
4
Barings
North Carolina
$15.2M
5
AWA
5
Aaron Wealth Advisors
Illinois
$576K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
1051
Islay Capital Management
Texas
$2K – – –
IAIM
1052
International Assets Investment Management
Florida
$1.41K +$691 +5,025 +97%
AWA
1053
Artemis Wealth Advisors
New York
$1.11K – – –
PP
1054
PFS Partners
New Jersey
$275 – – –
BIM
1055
Baldwin Investment Management
Pennsylvania
$275 – – –
ONST
1056
Old North State Trust
North Carolina
$253 – – –
RDIA
1057
RE Dickinson Investment Advisors
Iowa
$14 – -2 -2%
UIA
1058
UBP Investment Advisors
Switzerland
– -$5.75M -228,820 Closed
Citadel Advisors
1059
Citadel Advisors
Florida
– -$13.5M -86,799 Closed
HWM
1060
Hohimer Wealth Management
Washington
– -$9.86M -63,332 Closed
Susquehanna International Group
1061
Susquehanna International Group
Pennsylvania
– -$9.34M -59,967 Closed
Bank Julius Baer & Co
1062
Bank Julius Baer & Co
Switzerland
– -$8.42M -54,065 Closed
CI
1063
CPMG Inc
Texas
– -$7.24M -46,500 Closed
CFA
1064
Camarda Financial Advisors
Florida
– -$7.01M -44,995 Closed
Balyasny Asset Management
1065
Balyasny Asset Management
Illinois
– -$6.9M -44,328 Closed
PL
1066
Polianta Ltd
Jersey
– -$4.69M -30,100 Closed
SHIM
1067
Stone House Investment Management
Pennsylvania
– -$3.5M -22,451 Closed
PWP
1068
Personal Wealth Partners
Minnesota
– -$3.36M -21,605 Closed
FTUS
1069
Flow Traders U.S.
New York
– -$2.94M -18,859 Closed
ACM
1070
AlphaStar Capital Management
North Carolina
– -$2.33M -14,960 Closed
RCG
1071
Resource Consulting Group
Florida
– -$1.41M -9,055 Closed
Millennium Management
1072
Millennium Management
New York
– -$1.16M -7,469 Closed
FFA
1073
Freedman Financial Associates
Massachusetts
– -$902K -5,775 Closed
CA
1074
Calton & Associates
Florida
– -$841K -5,401 Closed
Wolverine Trading
1075
Wolverine Trading
Illinois
– -$813K -5,150 Closed
41 42
43
44 45