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 %
CM
1376
Columbus Macro
Pennsylvania
– -$682K -3,935 Closed
NPFS
1377
Novak & Powell Financial Services
Florida
– -$654K -3,742 Closed
EAMA
1378
EFG Asset Management (Americas)
Florida
– -$643K -3,695 Closed
WCP
1379
Wick Capital Partners
Pennsylvania
– -$634K -3,648 Closed
D.E. Shaw & Co
1380
D.E. Shaw & Co
New York
– -$461K -2,653 Closed
SVCP
1381
Silicon Valley Capital Partners
California
– -$438K -2,518 Closed
GCIM
1382
Gunn & Company Investment Management
Florida
– -$430K -2,473 Closed
EP
1383
Edgestream Partners
New Jersey
– -$416K -2,390 Closed
LS
1384
Leelyn Smith
Illinois
– -$367K -2,108 Closed
HF
1385
HRT Financial
New York
– -$336K -1,933 Closed
DWM
1386
Destination Wealth Management
California
– -$335K -1,926 Closed
Boston Partners
1387
Boston Partners
Massachusetts
– -$331K -1,903 Closed
CTB
1388
Country Trust Bank
Illinois
– -$326K -1,877 Closed
GLR
1389
Great Lakes Retirement
Ohio
– -$285K -1,638 Closed
CWI
1390
Conscious Wealth Investments
Florida
– -$271K -1,551 Closed
GGS
1391
Galvin Gaustad & Stein
Arizona
– -$267K -1,538 Closed
APA
1392
Astoria Portfolio Advisors
New York
– -$251K -1,433 Closed
SG Americas Securities
1393
SG Americas Securities
New York
– -$242K -1,392 Closed
KOMWMG
1394
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$232K -1,336 Closed
RWA
1395
Redhawk Wealth Advisors
Minnesota
– -$229K -1,318 Closed
CI
1396
Cambiar Investors
Colorado
– -$222K -1,276 Closed
SAM
1397
Synergy Asset Management
Washington
– -$211K -1,215 Closed
BB
1398
Busey Bank
Illinois
– -$205K -1,178 Closed
HIA
1399
HTG Investment Advisors
Connecticut
– -$201K -1,155 Closed
ODG
1400
O'Dell Group
Ohio
– -$139K -800 Closed
53 54 55
56
57