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 %
DWM
1376
Darwin Wealth Management
Florida
$140K -$42.4K -222 -23%
LB
1377
Legacy Bridge
Iowa
$139K – – –
Russell Investments Group
1378
Russell Investments Group
United Kingdom
$135K – – –
RFA
1379
Register Financial Advisors
Georgia
$133K +$57.1K +299 +75%
EF
1380
Empowered Funds
Pennsylvania
$133K +$133K +698 New
CT
1381
Colonial Trust
South Carolina
$131K – – –
CA
1382
Crewe Advisors
Utah
$130K -$4.77K -25 -4%
CSB
1383
City State Bank
Iowa
$129K – – –
CCA
1384
Criterion Capital Advisors
Tennessee
$129K – – –
KWAG
1385
Kiely Wealth Advisory Group
North Carolina
$124K – – –
FLP
1386
Financial Life Planners
Arizona
$123K +$123K +647 New
MWM
1387
Mascoma Wealth Management
New Hampshire
$122K – – –
VHAM
1388
Van Hulzen Asset Management
California
$120K +$120K +631 New
GWANC
1389
Guardian Wealth Advisors (North Carolina)
North Carolina
$119K +$94.7K +496 +394%
FPB
1390
First PREMIER Bank
South Dakota
$117K – – –
FCMT
1391
Founders Capital Management (Texas)
Texas
$116K – – –
ATC
1392
Advantage Trust Company
Kansas
$115K – – –
LFA
1393
LGT Financial Advisors
Texas
$115K +$15.5K +81 +16%
FWM
1394
FLP Wealth Management
Arkansas
$114K +$114K +599 New
OP
1395
ORG Partners
Indiana
$113K -$17.6K -92 -13%
SNB
1396
Security National Bank
Nebraska
$109K – – –
TCM
1397
Tradewinds Capital Management
Washington
$104K -$5.15K -27 -5%
SFG
1398
Stonebridge Financial Group
Pennsylvania
$104K +$104K +546 New
WI
1399
Wintrust Investments
Illinois
$103K -$2.66K -14 -3%
FM
1400
Family Management
New York
$101K +$101K +530 New
54 55
56
57 58