IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,510 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-27
Holders Change %
-1.76%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
102
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
1226
Hills Bank & Trust
Iowa
$255K -$1.91K -10 -0.7%
CAM
1227
Clark Asset Management
New Hampshire
$254K -$8.2K -43 -3%
CCWM
1228
Correct Capital Wealth Management
Missouri
$254K -$381 -2 -0.1%
AAG
1229
Armstrong Advisory Group
Massachusetts
$254K – – –
SFG
1230
Sather Financial Group
Texas
$254K – – –
GLA
1231
Good Life Advisors
Pennsylvania
$254K -$24K -126 -9%
GWM
1232
Greenhouse Wealth Management
Connecticut
$254K -$53.8K -282 -17%
KHCM
1233
Kirtland Hills Capital Management
Ohio
$253K – – –
SFP
1234
Strategic Financial Partners
Oregon
$252K -$6.67K -35 -3%
TFP
1235
Tilia Fiduciary Partners
North Carolina
$251K +$251K +1,319 New
ZBNA
1236
Zions Bancorporation, National Association
Utah
$251K +$251K +1,318 New
SAMT
1237
Select Asset Management & Trust
Pennsylvania
$251K -$9.54K -50 -4%
AB
1238
ANB Bank
Colorado
$249K -$14.1K -74 -5%
FHA
1239
Flagship Harbor Advisors
Massachusetts
$248K +$4.76K +25 +2%
AF
1240
Apollon Financial
South Carolina
$248K +$248K +1,302 New
SPP
1241
Single Point Partners
Massachusetts
$248K – – –
IA
1242
IFC Advisors
California
$247K – – –
VC
1243
Veery Capital
Delaware
$247K +$247K +1,295 New
GBT
1244
Grove Bank & Trust
Florida
$246K – – –
SEM
1245
Strategic Equity Management
Arizona
$246K -$24.8K -130 -9%
CA
1246
Clune & Associates
Illinois
$245K +$191 +1 +0.1%
KWS
1247
Keystone Wealth Services
California
$245K +$245K +1,286 New
HI
1248
Human Investing
Oregon
$244K +$41.9K +220 +21%
MIA
1249
MMBG Investment Advisors
Florida
$243K +$243K +1,275 New
SFG
1250
Sage Financial Group
Pennsylvania
$241K +$572 +3 +0.2%
48 49
50
51 52