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iShares S&P 500 Value ETF
IVE

1,361 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 102 funds opening new positions, 501 increasing their positions, 464 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,443% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $1.27M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

8% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 464

1% more funds holding

Funds holding: 1,351 → 1,361 (+10)

0.29% more ownership

Funds ownership: 77.37% → 77.65% (+0.29%)

3% less capital invested

Capital invested by funds: $26.4B → $25.6B (-$817M)

14% less funds holding in top 10

Funds holding in top 10: 127 → 109 (-18)

Holders
1,361
Holders Change
+10
Holders Change %
+0.74%
% of All Funds
19.66%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.57%
New
102
Increased
501
Reduced
464
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
+$86.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.5M
3
LWM
Liberty Wealth Management
California
+$64.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62.8M
5
KOC
Koss-Olinger Consulting
Florida
+$55.9M

Top Sellers

1
UFF
USA Financial Formulas
Michigan
-$72.1M
2
MWM
Modern Wealth Management
Kansas
-$60.5M
3
EW
Evoke Wealth
California
-$41.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$32.2M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1251
Westend Capital Management
California
$90K – – –
FP
1252
Financial Perspectives
Minnesota
$86.3K +$364 +2 +0.4%
TAM
1253
Tucker Asset Management
Colorado
$85.7K +$7.1K +39 +9%
TCM
1254
TD Capital Management
Tennessee
$85.2K -$1.64K -9 -2%
CB
1255
Chris Bulman
California
$84.3K +$84.3K +463 New
W
1256
WealthCollab
Washington
$83.4K – – –
OIA
1257
Optimum Investment Advisors
Illinois
$81.9K – – –
S
1258
Syntrinsic
Colorado
$79.4K +$546 +3 +0.7%
CT
1259
Caldwell Trust
Florida
$76.4K – – –
AIC
1260
Archer Investment Corporation
Indiana
$75.7K -$41.7K -229 -36%
MHR
1261
Matthew Hamilton Rosenberg
$75.3K – – –
APW
1262
Atlantic Private Wealth
North Carolina
$74.1K -$59.6K -327 -45%
Russell Investments Group
1263
Russell Investments Group
United Kingdom
$74.1K +$73.4K +403 +10,075%
RFA
1264
Register Financial Advisors
Georgia
$72.6K – – –
SMA
1265
Sage Mountain Advisors
Georgia
$69.5K – – –
Kayne Anderson Rudnick Investment Management
1266
Kayne Anderson Rudnick Investment Management
California
$69K – – –
IIL
1267
Insight Inv LLC
California
$68.4K – – –
PIM
1268
Progressive Investment Management
Oregon
$68.3K – – –
AWM
1269
Avondale Wealth Management
Texas
$65.9K +$13.1K +72 +25%
TCM
1270
TruNorth Capital Management
Michigan
$64.6K +$64.7K +355 New
IWP
1271
IAG Wealth Partners
Wisconsin
$63.7K – – –
HWA
1272
HHM Wealth Advisors
Tennessee
$62.4K -$4.37K -24 -7%
CAS
1273
Coppell Advisory Solutions
Texas
$62.1K +$62.1K +341 New
BBPWM
1274
Blue Bell Private Wealth Management
Pennsylvania
$57.7K – – –
CPG
1275
Cornerstone Planning Group
New Jersey
$56.5K -$36.4K -200 -39%
49 50
51
52 53

IVE Hedge Fund Activity: Q2 2024 in Review

1,361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2024, worth a combined $25.6B — down 3.1% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IVE positions and 76 closed out — a net gain of 26 holders — while 501 added to existing stakes and 464 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $86.3M. The largest seller was USA Financial Formulas, exiting entirely with an estimated $72.1M sold.

  • 1,361 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2024, up from 1,351 in Q1 2024.
  • Funds reported $25.6B of iShares S&P 500 Value ETF stock for Q2 2024, down 3.1% quarter-over-quarter.
  • 102 funds opened new iShares S&P 500 Value ETF positions in Q2 2024 and 76 closed out, a net change of +26 holders.
  • The largest iShares S&P 500 Value ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $86.3M added.
  • The largest iShares S&P 500 Value ETF seller in Q2 2024 was USA Financial Formulas, an estimated $72.1M sold.

Based on aggregated 13F filings for Q2 2024.