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.

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
1
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
2
LPL Financial
California
$758M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
4
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$105M
4
Lido Advisors
4
Lido Advisors
California
$111M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
151
Concurrent Investment Advisors
Florida
$19M 101,712 +9,120 +10%
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$18.9M 101,348 +74 +0.1%
SC
153
Saiph Capital
New Jersey
$18.9M 101,002 -422 -0.4%
MAM
154
MMA Asset Management
Pennsylvania
$18.8M 102,986 +9,074 +10%
MFIM
155
Mesirow Financial Investment Management
Illinois
$18.5M 98,797 -178 -0.2%
AIG
156
American International Group
New York
$17.7M 94,900 -31,379 -25%
CFB
157
Cullen/Frost Bankers
Texas
$17.7M 94,836 -4,623 -5%
SWM
158
SilverOak Wealth Management
Minnesota
$17.7M 94,783 -3,605 -4%
GIA
159
Gladstone Institutional Advisory
Florida
$17.5M 93,780 +2,291 +3%
FMC
160
First Merchants Corp
Indiana
$17.1M 91,530 +2,892 +3%
NCM
161
Narwhal Capital Management
Georgia
$16.9M 90,580 +2,750 +3%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$16.8M 89,875 -118 -0.1%
SC
163
Savant Capital
Illinois
$16.7M 89,231 -2,022 -2%
PP
164
Prosperity Planning
Missouri
$16.4M 87,569 +4,360 +5%
WA
165
Wealth Alliance
New York
$16.2M 86,632 +42,078 +94%
MGIA
166
Matthew Goff Investment Advisor
Texas
$16.1M 86,238 +2,961 +4%
WP
167
WealthPLAN Partners
Nebraska
$16.1M 86,230 +6,147 +8%
BPA
168
Beacon Pointe Advisors
California
$16M 85,895 -1,877 -2%
AA
169
Alesco Advisors
New York
$15.6M 83,457 -1,317 -2%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$15.5M 83,112 +44,396 +115%
CCFM
171
Clear Creek Financial Management
Washington
$15.5M 82,776 +6,938 +9%
RFA
172
RTD Financial Advisors
Pennsylvania
$15.4M 82,376 -1,131 -1%
OAM
173
Occidental Asset Management
California
$15.2M 81,147 +249 +0.3%
IWA
174
Icon Wealth Advisors
Texas
$15.1M 80,808 +80,808 New
Cerity Partners
175
Cerity Partners
New York
$15M 80,209 +942 +1%
5 6
7
8 9