IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,509 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 104 funds opening new positions, 630 increasing their positions, 485 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-25
Holders Change %
-1.63%
% of All Funds
20.5%
Holding in Top 10
133
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.13%
% of All Funds
1.81%
New
104
Increased
630
Reduced
485
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
$3.55B
2
LPL Financial
LPL Financial
California
$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.39B
4
SW
SoFi Wealth
California
$171M
5
Morgan Stanley
Morgan Stanley
New York
$2.63B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$125M
2
UFF
USA Financial Formulas
Michigan
$29K
3
MWM
Modern Wealth Management
Kansas
$5.11M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Wells Fargo
Wells Fargo
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Brookstone Capital Management
Illinois
$16.3M +$3.14M +16,453 +24%
MC
177
McMorgan & Co
California
$16.3M +$16.3M +85,362 New
PWA
178
Physician Wealth Advisors
Utah
$16.2M +$5.26M +27,590 +48%
BPA
179
Beacon Pointe Advisors
California
$16.1M +$147K +769 +0.9%
SWMP
180
Signature Wealth Management Partners
New Jersey
$16.1M +$3.57M +18,750 +29%
WIM
181
WealthPlan Investment Management
Nebraska
$15.9M -$258K -1,354 -2%
FHA
182
First Horizon Advisors
Tennessee
$15.9M +$3.23M +16,939 +26%
Allianz Asset Management
183
Allianz Asset Management
Germany
$15.9M +$15.9M +83,300 New
SFS
184
Security Financial Services
Indiana
$15.8M +$5.77M +30,300 +57%
WA
185
Wealth Alliance
New York
$15.8M -$1.22M -6,410 -7%
KPWS
186
Kestra Private Wealth Services
Texas
$15.8M +$4.48M +23,509 +40%
Cerity Partners
187
Cerity Partners
New York
$15.4M +$607K +3,187 +4%
SWC
188
Spectrum Wealth Counsel
Indiana
$15.3M +$2.74M +14,368 +22%
MCM
189
M1 Capital Management
Michigan
$15.2M +$1.58M +8,293 +12%
CA
190
CoreCap Advisors
Michigan
$15.2M +$7.18M +37,651 +90%
IC
191
IEQ Capital
California
$15.1M -$3.91M -20,507 -21%
MWM
192
Modera Wealth Management
New Jersey
$14.9M -$138K -722 -0.9%
ISWM
193
Independent Solutions Wealth Management
New York
$14.7M -$165K -864 -1%
CFG
194
Cosner Financial Group
Colorado
$14.6M +$1.63M +8,561 +13%
MFG
195
Merit Financial Group
Georgia
$14.5M +$348K +1,828 +2%
KIM
196
Kestra Investment Management
Texas
$14.5M -$12.6M -66,108 -47%
BTWM
197
Brass Tax Wealth Management
Ohio
$14.5M +$182K +953 +1%
VA
198
VestGen Advisors
Illinois
$14.4M +$14.4M +75,533 New
KFSC
199
Keystone Financial Services (Colorado)
Colorado
$14.3M +$4.15M +21,761 +41%
P
200
&Partners
Tennessee
$14.3M +$2.79M +14,757 +24%
6 7
8
9 10