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 %
UCB
1201
United Community Bank
South Carolina
$302K +$37.2K +195 +14%
TFO
1202
Timonier Family Office
North Carolina
$300K +$300K +1,573 New
SIAG
1203
Safeguard Investment Advisory Group
California
$298K +$191 +1 +0.1%
GJWM
1204
Gilliland Jeter Wealth Management
Arkansas
$297K +$86.7K +454 +41%
CMP
1205
Courage Miller Partners
Virginia
$297K – – –
WJWM
1206
Williams Jones Wealth Management
New York
$297K -$9.54K -50 -3%
WA
1207
WESPAC Advisors
California
$296K +$296K +1,550 New
SWM
1208
Sugarloaf Wealth Management
Georgia
$296K +$382 +2 +0.1%
BWP
1209
Baldwin Wealth Partners
Massachusetts
$293K – – –
HFW
1210
Horizon Family Wealth
Illinois
$291K -$382 -2 -0.1%
BTWM
1211
Baker Tilly Wealth Management
Wisconsin
$290K +$290K +1,517 New
TL
1212
Tradewinds LLC
North Carolina
$290K +$290K +1,478 New
CJ
1213
Caitlin John
Michigan
$289K – – –
LG
1214
LaFleur & Godfrey
Michigan
$289K – – –
GAG
1215
GM Advisory Group
New York
$289K +$289K +1,514 New
FA
1216
Fountainhead AM
New Jersey
$288K +$1.53K +8 +0.5%
AP
1217
Americana Partners
Texas
$288K +$288K +1,511 New
PWM
1218
PBMares Wealth Management
Virginia
$288K +$4.96K +26 +2%
BA
1219
Bellwether Advisors
Nebraska
$288K +$24.6K +129 +9%
MG
1220
McHugh Group
Ohio
$287K +$287K +1,502 New
MMG
1221
Monetary Management Group
Missouri
$286K – – –
GIA
1222
Goodwin Investment Advisory
Georgia
$286K – – –
KCM
1223
KRS Capital Management
Michigan
$285K – – –
BFA
1224
Beaumont Financial Advisors
Massachusetts
$285K – – –
SIG
1225
Sargent Investment Group
Maryland
$284K +$284K +1,501 New
47 48
49
50 51