IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
3
Truist Financial
North Carolina
$81.3M
4
UBS Group
4
UBS Group
Switzerland
$545M
5
AWA
5
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$670M
2
HNB
2
Huntington National Bank
Ohio
$129M
3
WHAM
3
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$980M
5
Wells Fargo
5
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
1101
Iron Horse Wealth Management
Iowa
$3K – – –
VNA
1102
Valley National Advisers
Pennsylvania
$3K – – –
MRCM
1103
M&R Capital Management
New Jersey
$2.9K +$2.9K +20 New
HGWM
1104
Harvest Group Wealth Management
Massachusetts
$2.48K -$4.2M -28,811 -100%
AIM
1105
Axiom Investment Management
New York
$2.47K +$2.47K +17 New
RWPA
1106
Richard W. Paul & Associates
Michigan
$2.47K +$2.47K +17 New
ICM
1107
Islay Capital Management
Texas
$2.03K – – –
AWA
1108
Artemis Wealth Advisors
New York
$1.19K – – –
PP
1109
PFS Partners
New Jersey
$291 – – –
AIA
1110
Armor Investment Advisors
North Carolina
$178 -$14.2K -80 -99%
Credit Agricole
1111
Credit Agricole
France
$44 -$264 -180 -86%
CMP
1112
Coston McIsaac & Partners
Maine
$15 – – –
WHAM
1113
Windmill Hill Asset Management
United Kingdom
– -$44.2M -344,045 Closed
MA
1114
MUFG Americas
New York
– -$17.7M -137,997 Closed
Jane Street
1115
Jane Street
New York
– -$9.17M -71,380 Closed
TS
1116
Tamar Securities
California
– -$8.49M -66,026 Closed
Capstone Investment Advisors
1117
Capstone Investment Advisors
New York
– -$7.87M -61,199 Closed
HF
1118
HRT Financial
New York
– -$6.67M -51,888 Closed
Susquehanna International Group
1119
Susquehanna International Group
Pennsylvania
– -$6.51M -50,617 Closed
IUHSA
1120
Itau Unibanco Holding S.A.
Brazil
– -$3.47M -27,000 Closed
Squarepoint
1121
Squarepoint
New York
– -$2.82M -21,928 Closed
ACK
1122
Andrew C. Karlinski
– -$1.42M -11,046 Closed
IDA
1123
Intelligence Driven Advisers
California
– -$1.44M -10,726 Closed
PP
1124
Paloma Partners
Connecticut
– -$1.22M -9,501 Closed
OPWM
1125
Oxinas Partners Wealth Management
Indiana
– -$893K -6,952 Closed
43 44
45
46 47