iShares S&P 500 Value ETF
1,705 hedge funds and large institutions have $39.1B invested in iShares S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 586 increasing their positions, 644 reducing their positions, and 63 closing their positions.
113% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $6.33M
86% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 63
1% more funds holding
Funds holding: 1,684 → 1,705 (+21)
0.24% less ownership
Funds ownership: 84.3% → 84.06% (-0.24%)
3% less capital invested
Capital invested by funds: $40.5B → $39.1B (-$1.39B)
9% less repeat investments, than reductions
Existing positions increased: 586 | Existing positions reduced: 644
1% less funds holding in top 10
Funds holding in top 10: 160 → 158 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$129M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$95.1M |
| 3 |
Cerity Partners
New York
|
+$70.1M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$68.9M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$339M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$144M |
| 3 |
LPL Financial
San Diego,
California
|
-$110M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$84.8M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$82.8M |
IVE Hedge Fund Activity: Q1 2026 in Review
1,705 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q1 2026, worth a combined $39.1B — down 3.4% from $40.5B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new IVE positions and 63 closed out — a net gain of 54 holders — while 586 added to existing stakes and 644 trimmed.
The largest buyer was Calamos Advisors, adding an estimated $129M. The largest seller was JP Morgan Chase, cutting an estimated $339M.
- 1,705 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q1 2026, up from 1,684 in Q4 2025.
- Funds reported $39.1B of iShares S&P 500 Value ETF stock for Q1 2026, down 3.4% quarter-over-quarter.
- 117 funds opened new iShares S&P 500 Value ETF positions in Q1 2026 and 63 closed out, a net change of +54 holders.
- The largest iShares S&P 500 Value ETF buyer in Q1 2026 was Calamos Advisors, an estimated $129M added.
- The largest iShares S&P 500 Value ETF seller in Q1 2026 was JP Morgan Chase, an estimated $339M sold.
Based on aggregated 13F filings for Q1 2026.