IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,140 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, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
176
Bank of Stockton
California
$10.6M -$1.27M -7,851 -11%
BPCE
177
Bank Pictet & Cie (Europe)
Germany
$10.5M -$1.95M -12,100 -16%
Cerity Partners
178
Cerity Partners
New York
$10.5M -$724K -4,489 -6%
SIAM
179
Sterling Investment Advisors (Missouri)
Missouri
$10.2M -$363K -2,254 -3%
PAS
180
Park Avenue Securities
New York
$10M +$2M +12,413 +25%
SC
181
Sepio Capital
Utah
$10M – – –
BFM
182
Broadview Financial Management
Wisconsin
$9.7M -$65K -403 -0.7%
FHC
183
First Heartland Consultants
Missouri
$9.69M +$4.71M +29,222 +95%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$9.49M -$310K -1,924 -3%
AIM
185
Acropolis Investment Management
Missouri
$9.29M -$221K -1,373 -2%
IW
186
Instrumental Wealth
Florida
$9.18M +$237K +1,451 +3%
JF
187
JSF Financial
California
$9.1M -$274K -1,700 -3%
CCFM
188
Clear Creek Financial Management
Washington
$9.1M +$7.71M +47,838 +556%
CFG
189
Cosner Financial Group
Colorado
$9.09M +$9.09M +56,399 New
FBA
190
Front Barnett Associates
Illinois
$9.04M -$201K -1,246 -2%
LIA
191
LBMC Investment Advisors
Tennessee
$8.94M -$40K -248 -0.4%
CWM
192
Calamos Wealth Management
Illinois
$8.88M +$266K +1,653 +3%
PL
193
Polianta Ltd
Jersey
$8.67M -$613K -3,800 -7%
PFP
194
Pinnacle Financial Partners
Tennessee
$8.56M +$144K +895 +2%
AMG
195
Asset Management Group
Connecticut
$8.56M -$7.25K -45 -0.1%
GPA
196
Guidance Point Advisors
Massachusetts
$8.54M -$14.5K -90 -0.2%
CFA
197
Camarda Financial Advisors
Florida
$8.5M +$8.5M +52,744 New
BFA
198
BBJS Financial Advisors
Washington
$8.41M -$247K -1,533 -3%
MMRF
199
Michelson Medical Research Foundation
California
$8.37M – – –
Amundi
200
Amundi
France
$8.36M -$6.55M -40,550 -44%
6 7
8
9 10