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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
HNB
Huntington National Bank
Ohio
$187M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
Osaic Holdings
Osaic Holdings
Arizona
$105M
5
Lido Advisors
Lido Advisors
California
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
1326
DecisionPoint Financial
Arizona
$14.6K – – –
SIM
1327
Studio Investment Management
Illinois
$14.6K – – –
TFA
1328
Toth Financial Advisory
Virginia
$13.3K – – –
FRA
1329
Front Row Advisors
California
$13.1K +$13.1K +70 New
NFSG
1330
Newbridge Financial Services Group
Florida
$12K -$1.69K -9 -12%
FMB
1331
Field & Main Bank
Kentucky
$11.4K – – –
PIP
1332
Peachtree Investment Partners
Florida
$10.6K – – –
AWM
1333
Activest Wealth Management
Florida
$9.9K – – –
NRG
1334
Nemes Rush Group
Michigan
$8.97K +$4.48K +24 +100%
FUBT
1335
First United Bank & Trust
Maryland
$8.41K – – –
EAM
1336
Eukles Asset Management
Ohio
$7.66K – – –
VAMG
1337
Voisard Asset Management Group
Michigan
$6.91K – – –
PCWA
1338
Pacific Capital Wealth Advisors
California
$6.54K – – –
HCP
1339
Hexagon Capital Partners
Arkansas
$6.54K +$6.54K +35 New
RMC
1340
Resources Management Corp
Connecticut
$4K – – –
IHWM
1341
Iron Horse Wealth Management
Iowa
$3.74K -$560 -3 -13%
MRCM
1342
M&R Capital Management
New Jersey
$3.74K – – –
CYG
1343
Clean Yield Group
Vermont
$3.36K +$3.36K +18 New
RWPA
1344
Richard W. Paul & Associates
Michigan
$3.18K – – –
ICM
1345
Islay Capital Management
Texas
$2.62K – – –
AssetMark Inc
1346
AssetMark Inc
California
$2.62K +$2.62K +14 New
MSG
1347
Main Street Group
Virginia
$2.23K – – –
Russell Investments Group
1348
Russell Investments Group
United Kingdom
$747 – – –
AIA
1349
Armor Investment Advisors
North Carolina
$47 -$217 -1 Closed
KOC
1350
Koss-Olinger Consulting
Florida
– -$49M -281,589 Closed
52 53
54
55 56