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iShares S&P 500 Value ETF
IVE

1,144 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 343 increasing their positions, 453 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

764% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $2.93M

57% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 58

7% more capital invested

Capital invested by funds: $16.9B → $18B (+$1.13B)

5% more funds holding in top 10

Funds holding in top 10: 95 → 100 (+5)

2% more funds holding

Funds holding: 1,122 → 1,144 (+22)

0.88% more ownership

Funds ownership: 69.43% → 70.31% (+0.88%)

24% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 453

Holders
1,144
Holders Change
+22
Holders Change %
+1.96%
% of All Funds
17.96%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.57%
New
91
Increased
343
Reduced
453
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.6M
2
Ameriprise
Ameriprise
Minnesota
+$39.8M
3
LWM
LJI Wealth Management
Indiana
+$31.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.7M
5
PWAG
Polaris Wealth Advisory Group
California
+$19.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$170M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$111M
3
Wells Fargo
Wells Fargo
California
-$31.8M
4
Goldman Sachs
Goldman Sachs
New York
-$29.7M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
AE Wealth Management
Kansas
$12.9M +$6.93M +45,075 +129%
EA
152
Efficient Advisors
Ohio
$12.9M -$1.23M -8,001 -9%
WP
153
WealthPLAN Partners
Nebraska
$12.8M +$59.7K +388 +0.5%
AIA
154
Alera Investment Advisors
Illinois
$12.6M +$129K +838 +1%
LWA
155
LWS Wealth Advisors
New Jersey
$12.6M +$395K +2,565 +3%
PP
156
Prosperity Planning
Missouri
$12.5M +$702K +4,564 +6%
CFO
157
Callan Family Office
Pennsylvania
$12.5M -$7.69K -50 -0.1%
MWM
158
Modera Wealth Management
New Jersey
$12.3M +$1.5M +9,770 +15%
CFP
159
Catalyst Financial Partners
Massachusetts
$12.1M +$1.13M +7,337 +11%
EPP
160
ETF Portfolio Partners
Kansas
$11.9M -$153K -997 -1%
FAIM
161
Financial Advocates Investment Management
Washington
$11.9M -$462K -3,001 -4%
IWMWV
162
Ironwood Wealth Management (West Virginia)
West Virginia
$11.7M -$68.8K -447 -0.6%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M -$1.92M -12,498 -15%
PW
164
Peninsula Wealth
California
$11.7M +$29.8K +194 +0.3%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$11.6M -$481K -3,129 -4%
GRP
166
Global Retirement Partners
California
$11.5M -$682K -4,435 -6%
AAP
167
Arax Advisory Partners
Colorado
$11.5M +$9.22M +59,928 +534%
BPA
168
Beacon Pointe Advisors
California
$11.3M +$852K +5,540 +9%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$11.1M – – –
AWS
170
Atria Wealth Solutions
New York
$11M -$198K -1,289 -2%
CS
171
Comerica Securities
Michigan
$11M +$274K +1,781 +3%
OIA
172
OneDigital Investment Advisors
Kansas
$10.8M -$247K -1,606 -2%
JWCA
173
J.W. Cole Advisors
Florida
$10.7M +$321K +2,084 +3%
CFG
174
Citizens Financial Group
Rhode Island
$10.7M -$559K -3,635 -5%
GWAM
175
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.7M +$271K +1,763 +3%
5 6
7
8 9

IVE Hedge Fund Activity: Q2 2023 in Review

1,144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2023, worth a combined $18B — up 6.7% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IVE positions and 58 closed out — a net gain of 33 holders — while 343 added to existing stakes and 453 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $70.6M. The largest seller was JP Morgan Chase, cutting an estimated $170M.

  • 1,144 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2023, up from 1,122 in Q1 2023.
  • Funds reported $18B of iShares S&P 500 Value ETF stock for Q2 2023, up 6.7% quarter-over-quarter.
  • 91 funds opened new iShares S&P 500 Value ETF positions in Q2 2023 and 58 closed out, a net change of +33 holders.
  • The largest iShares S&P 500 Value ETF buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $70.6M added.
  • The largest iShares S&P 500 Value ETF seller in Q2 2023 was JP Morgan Chase, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2023.