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 %
RP
1226
Riverwater Partners
Wisconsin
$283K -$14.5K -76 -5%
BC
1227
Barrett & Company
Rhode Island
$283K – – –
NP
1228
NorthRock Partners
Minnesota
$283K +$4.96K +26 +2%
BCG
1229
Breakwater Capital Group
New Jersey
$282K – – –
AA
1230
Aufman Associates
Pennsylvania
$280K – – –
BEI
1231
Benjamin Edwards Inc
Missouri
$279K +$44.1K +231 +19%
DP
1232
Denver PWM
Colorado
$279K +$1.53K +8 +0.6%
LSA
1233
L & S Advisors
California
$278K +$954 +5 +0.3%
GLA
1234
Good Life Advisors
Pennsylvania
$278K -$283K -1,483 -50%
WCG
1235
Weaver Consulting Group
California
$277K -$2.67K -14 -1%
IBOK
1236
Independence Bank of Kentucky
Kentucky
$276K +$236K +1,234 +582%
GSIAS
1237
Garden State Investment Advisory Services
New Jersey
$275K – – –
FCIM
1238
Fairview Capital Investment Management
California
$275K +$2.48K +13 +0.9%
BFP
1239
Beacon Financial Planning
Massachusetts
$274K +$1.53K +8 +0.6%
FCFC
1240
First Citizens Financial Corp
Iowa
$273K -$2.86K -15 -1%
AAS
1241
Annex Advisory Services
Wisconsin
$273K +$3.44K +18 +1%
ML
1242
McAdam LLC
Pennsylvania
$272K +$5.73K +30 +2%
KHCM
1243
Kirtland Hills Capital Management
Ohio
$272K – – –
DIM
1244
Delta Investment Management
California
$272K -$7.25K -38 -3%
QP
1245
Quartz Partners
New York
$272K -$24.2K -127 -8%
PPWM
1246
Perissos Private Wealth Management
Oklahoma
$271K +$4.96K +26 +2%
SEM
1247
Strategic Equity Management
Arizona
$271K +$191 +1 +0.1%
PFBT
1248
Parkside Financial Bank & Trust
Missouri
$270K – – –
BF
1249
Brooklyn FI
New York
$270K +$270K +1,412 New
CFGA
1250
Cambridge Financial Group (Arizona)
Arizona
$269K – – –
48 49
50
51 52