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 %
PPP
1326
Private Portfolio Partners
New Jersey
$219K +$191 +1 +0.1%
AIM
1327
Advyzon Investment Management
Illinois
$218K +$218K +1,143 New
VT
1328
Vise Technologies
New York
$218K -$3.44K -18 -2%
MCCP
1329
Mission Creek Capital Partners
California
$217K – – –
LFS
1330
Legacy Financial Strategies
Kansas
$216K +$570 +3 +0.3%
PA
1331
Persium Advisors
Georgia
$215K +$215K +1,126 New
CHJWM
1332
Carlton Hofferkamp & Jenks Wealth Management
Texas
$214K – – –
VDI
1333
Vaughan David Investments
Illinois
$213K -$1.33K -7 -0.6%
RMAM
1334
Raab & Moskowitz Asset Management
New Jersey
$213K – – –
RMP
1335
Richards, Merrill & Peterson
Washington
$212K +$212K +1,113 New
AWM
1336
Accurate Wealth Management
Florida
$212K -$26.2K -139 -11%
ACP
1337
Aviance Capital Partners
Florida
$212K +$3.82K +20 +2%
MC
1338
Mathes Company
New York
$210K – – –
TWA
1339
TCI Wealth Advisors
Arizona
$210K +$9.54K +50 +5%
HCM
1340
Hollencrest Capital Management
California
$208K +$191 +1 +0.1%
BTIM
1341
BancFirst Trust & Investment Management
Oklahoma
$208K +$7.63K +40 +4%
SFMG
1342
Sage Financial Management Group
Virginia
$207K – – –
MCIA
1343
Mountain Capital Investment Advisors
Colorado
$206K +$6.02K +31 +3%
DWM
1344
DKM Wealth Management
California
$205K +$205K +1,075 New
FFA
1345
Founders Financial Alliance
North Carolina
$204K – – –
PW
1346
PUREfi Wealth
Massachusetts
$204K +$204K +1,067 New
TWA
1347
Talisman Wealth Advisors
New Jersey
$203K +$203K +1,065 New
OWA
1348
Oak Wealth Advisors
Illinois
$203K +$203K +1,063 New
HI
1349
Human Investing
Oregon
$202K -$41.8K -219 -17%
PCM
1350
Pennsylvania Capital Management
Pennsylvania
$202K – – –
52 53
54
55 56