IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,347 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 489 increasing their positions, 420 reducing their positions, and 68 closing their positions.

Holders
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
Holding in Top 10
127
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+13.39%
% of All Funds
1.84%
New
183
Increased
489
Reduced
420
Closed
68
Calls
$22.9M
Puts
$1.74M
Net Calls
+$21.1M
Net Calls Change
-$7.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
2
LPL Financial
California
$758M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
4
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$105M
4
Lido Advisors
4
Lido Advisors
California
$111M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TW
101
Transform Wealth
Colorado
$29.4M 157,504 -3,755 -2%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$29.3M 157,102 +18,576 +13%
WWG
103
West Wealth Group
California
$29M 155,284 +155,284 New
AAS
104
Avantax Advisory Services
Texas
$28.9M 154,926 +60,059 +63%
PSCM
105
Per Stirling Capital Management
Texas
$28.6M 152,927 -41,429 -21%
CFA
106
Cahill Financial Advisors
Minnesota
$28.3M 151,657 +5,139 +4%
AWM
107
AE Wealth Management
Kansas
$28.2M 150,959 -100,076 -40%
FLA
108
Financial Life Advisors
Texas
$28.1M 150,314 -1,589 -1%
CCM
109
Condor Capital Management
New Jersey
$28M 149,968 -1,717 -1%
EWA
110
Encompass Wealth Advisors
Oregon
$27.7M 148,432 -45 -0%
PAG
111
Private Advisor Group
New Jersey
$26.4M 141,392 +24,573 +21%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$26.4M 141,075 +3,163 +2%
PIA
113
Powell Investment Advisors
Florida
$26.3M 140,887 +1,504 +1%
AWMS
114
Advocacy Wealth Management Services
Georgia
$25.9M 138,800 +138,800 New
AIP
115
Ameritas Investment Partners
Nebraska
$25.6M 137,298 -11,329 -8%
JWA
116
JFS Wealth Advisors
Pennsylvania
$25.3M 135,537 +10,806 +9%
Northern Trust
117
Northern Trust
Illinois
$25M 133,881 +17,700 +15%
DSA
118
Droms Strauss Advisors
Missouri
$25M 133,798 -273 -0.2%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$25M 133,794 -29,218 -18%
AI
120
Atria Investments
North Carolina
$24.9M 133,546 +97,602 +272%
RVPG
121
Relative Value Partners Group
$24.3M 139,590 -9,610 -6%
Citigroup
122
Citigroup
New York
$24.3M 129,967 +42,675 +49%
MCM
123
MV Capital Management
Maryland
$22.5M 120,588 +68 +0.1%
LFS
124
Lutz Financial Services
Nebraska
$22.5M 120,259 -2,008 -2%
DI
125
DDFG Inc
California
$22.4M 119,895 -3,630 -3%
3 4
5
6 7