IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,353 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 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
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
$86.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.25B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$118M
4
KOC
Koss-Olinger Consulting
Florida
$55.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$178M
2
UFF
USA Financial Formulas
Michigan
$0
3
MWM
Modern Wealth Management
Kansas
$1.5M
4
EW
Evoke Wealth
California
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
1151
Garden State Investment Advisory Services
New Jersey
$238K – – –
DZ Bank
1152
DZ Bank
Germany
$237K -$10.6M -58,342 -98%
VFPI
1153
Vantage Financial Partners (Illinois)
Illinois
$237K – – –
NWA
1154
Navis Wealth Advisors
New York
$236K -$14.6K -80 -6%
GBT
1155
Grove Bank & Trust
Florida
$235K – – –
VCM
1156
Vivaldi Capital Management
Illinois
$234K +$728 +4 +0.3%
CAM
1157
Creekmur Asset Management
Illinois
$233K -$109K -600 -32%
GM
1158
GeoWealth Management
Illinois
$231K – – –
PS
1159
Planned Solutions
California
$231K – – –
DIM
1160
Delta Investment Management
California
$230K +$19.1K +105 +9%
CCA
1161
Cora Capital Advisors
New Jersey
$229K – – –
SFG
1162
Sage Financial Group
Pennsylvania
$228K +$728 +4 +0.3%
BA
1163
Bellwether Advisors
Nebraska
$228K +$228K +1,252 New
PA
1164
PSI Advisors
Florida
$228K – – –
FOFP
1165
Fee-Only Financial Planning
South Carolina
$226K -$13.3K -73 -6%
GCA
1166
Genesee Capital Advisors
New York
$226K – – –
SPWG
1167
Sage Private Wealth Group
Illinois
$225K -$411K -2,258 -65%
LSIA
1168
LaSalle St. Investment Advisors
Illinois
$223K -$59.4K -326 -21%
SWM
1169
SeaCrest Wealth Management
New York
$220K -$136K -748 -38%
PP
1170
Patten & Patten
Tennessee
$219K +$728 +4 +0.3%
IPAM
1171
Investment Partners Asset Management
New Jersey
$218K – – –
FG
1172
Fiduciary Group
Georgia
$218K – – –
HPC
1173
HM Payson & Co
Maine
$217K -$8.74K -48 -4%
PGA
1174
Portland Global Advisors
Maine
$216K – – –
LGWM
1175
Litman Gregory Wealth Management
California
$216K +$182 +1 +0.1%
45 46
47
48 49