IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$21.3M
2
AWM
Avitas Wealth Management
California
+$18.4M
3
BMM
Berkshire Money Management
Massachusetts
+$16.5M
4
KAS
Kestra Advisory Services
Texas
+$13.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
2
HNB
Huntington National Bank
Ohio
-$116M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$93.4M
4
BFG
Barber Financial Group
Kansas
-$68.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
201
Buckingham Strategic Wealth
Missouri
$6.46M +$254K +1,975 +4%
PAIM
202
Punch & Associates Investment Management
Minnesota
$6.37M -$50.1K -390 -0.8%
VMPIC
203
Varma Mutual Pension Insurance Co
Finland
$6.36M -$28M -217,936 -81%
CA
204
Centerpoint Advisors
Massachusetts
$6.31M – – –
AI
205
Atria Investments
North Carolina
$6.22M -$449K -3,495 -7%
PFP
206
Pinnacle Financial Partners
Tennessee
$6.1M +$58.9K +458 +1%
FWP
207
FAS Wealth Partners
Kansas
$5.94M +$588K +4,572 +11%
PFA
208
Pure Financial Advisors
California
$5.89M -$94.3K -734 -2%
Manulife (Manufacturers Life Insurance)
209
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.88M -$3.86K -30 -0.1%
BFS
210
Bradley Foster & Sargent
Connecticut
$5.85M -$634K -4,937 -10%
ZIG
211
Zurich Insurance Group
Switzerland
$5.84M +$289K +2,230 +5%
BCWM
212
Bartlett & Co Wealth Management
Ohio
$5.84M +$106K +824 +2%
BC
213
Bartlett & Co
Ohio
$5.84M +$106K +824 +2%
UAS
214
United Asset Strategies
New York
$5.81M +$136K +1,055 +2%
KPWG
215
KFA Private Wealth Group
Virginia
$5.75M +$41K +319 +0.7%
HWM
216
HB Wealth Management
Georgia
$5.74M -$983K -7,650 -15%
B
217
Bailard
California
$5.73M +$319K +2,482 +6%
AF
218
Advisornet Financial
Minnesota
$5.7M +$49.9K +388 +0.9%
FMWA
219
Forvis Mazars Wealth Advisors
Missouri
$5.6M +$163K +1,267 +3%
ASFA
220
All Season Financial Advisors
Colorado
$5.59M +$1.39M +10,806 +33%
SWM
221
Soundmark Wealth Management
Washington
$5.58M -$1.8K -14 -0%
IC
222
IEQ Capital
California
$5.42M +$32.1K +250 +0.6%
FTS
223
Fifth Third Securities
Ohio
$5.41M +$454K +3,536 +9%
EWA
224
Exencial Wealth Advisors
Oklahoma
$5.4M -$16.2K -126 -0.3%
SWMP
225
Signature Wealth Management Partners
New Jersey
$5.4M +$71.5K +556 +1%
7 8
9
10 11