IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,510 hedge funds and large institutions have $29.8B invested in iShares S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-27
Holders Change %
-1.76%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
102
Increased
631
Reduced
486
Closed
93
Calls
$23.3M
Puts
$9.37M
Net Calls
+$13.9M
Net Calls Change
+$5.01M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1576
Mathes Company
New York
– -$210K -1,100 Closed
CHJWM
1577
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$214K -1,091 Closed
BTIM
1578
BancFirst Trust & Investment Management
Oklahoma
– -$208K -1,090 Closed
DWM
1579
DKM Wealth Management
California
– -$205K -1,075 Closed
KFGK
1580
Keystone Financial Group (Kentucky)
Kentucky
– -$470K -775 Closed
EF
1581
Empowered Funds
Pennsylvania
– -$133K -698 Closed
VHAM
1582
Van Hulzen Asset Management
California
– -$120K -631 Closed
WCM
1583
Westend Capital Management
California
– -$94.9K -497 Closed
TCG
1584
Transcendent Capital Group
Oklahoma
– -$82.5K -432 Closed
CAS
1585
Coppell Advisory Solutions
Texas
– -$68.4K -359 Closed
CBT
1586
CoreFirst Bank & Trust
Kansas
– -$67.8K -355 Closed
MRP
1587
Measured Risk Portfolios
California
– -$59.6K -312 Closed
CP
1588
Castleview Partners
Texas
– -$40.5K -213 Closed
CFG
1589
Copley Financial Group
California
– -$35.3K -185 Closed
PCTC
1590
Perkins Coie Trust Company
Washington
– -$34.9K -183 Closed
PFT
1591
Providence First Trust
Arizona
– -$31.5K -165 Closed
DRP
1592
Decker Retirement Planning
Utah
– -$23.7K -124 Closed
VWWMG
1593
Vermillion & White Wealth Management Group
Pennsylvania
– -$23.1K -121 Closed
QPBE
1594
Quintet Private Bank (Europe)
Luxembourg
– -$19.1K -100 Closed
MA
1595
Modus Advisors
Minnesota
– -$14.9K -78 Closed
PIS
1596
POM Investment Strategies
North Carolina
– -$12K -63 Closed
KWM
1597
Kiker Wealth Management
Georgia
– -$9.35K -49 Closed
PCWA
1598
Pacific Capital Wealth Advisors
California
– -$6.68K -35 Closed
FUBT
1599
First United Bank & Trust
Maryland
– -$4.77K -25 Closed
RF
1600
Roxbury Financial
New Jersey
– -$3.76K -18 Closed
61 62 63
64
65