IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,424 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,424
Holders Change
+71
Holders Change %
+5.25%
% of All Funds
20.6%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.55B
2
Lido Advisors
2
Lido Advisors
California
$190M
3
EW
3
Evoke Wealth
California
$44.8M
4
Bank of America
4
Bank of America
North Carolina
$1.57B
5
LPL Financial
5
LPL Financial
California
$873M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$9.19M
2
Goldman Sachs
2
Goldman Sachs
New York
$467M
3
HNB
3
Huntington National Bank
Ohio
$206M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Wells Fargo
5
Wells Fargo
California
$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
201
Spectrum Wealth Counsel
Indiana
$13.4M +$399K +2,023 +3%
OAM
202
Occidental Asset Management
California
$13.4M +$42.4K +215 +0.3%
WSFS
203
Wilmington Savings Fund Society
Delaware
$13.3M +$12.4M +63,136 +1,498%
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$13.3M -$9.27K -47 -0.1%
BTI
205
Blue Trust Inc
Georgia
$13.1M +$275K +1,513 +2%
PWM
206
Perigon Wealth Management
California
$13M +$1.49M +7,568 +13%
OPS
207
Orion Portfolio Solutions
Nebraska
$12.9M +$1.12M +5,696 +10%
BCI
208
Brinker Capital Investments
Pennsylvania
$12.9M +$1.12M +5,696 +10%
BRWA
209
B. Riley Wealth Advisors
Florida
$12.8M -$272K -1,388 -2%
FAIM
210
Financial Advocates Investment Management
Washington
$12.8M -$988K -5,019 -7%
AWM
211
Avitas Wealth Management
California
$12.8M +$154K +781 +1%
BWM
212
BKM Wealth Management
Wisconsin
$12.7M -$266K -1,351 -2%
CFG
213
Citizens Financial Group
Rhode Island
$12.7M -$610K -3,096 -5%
CFG
214
Cosner Financial Group
Colorado
$12.7M -$50.5K -256 -0.4%
ASW
215
Astoria Strategic Wealth
Texas
$12.7M +$416K +2,112 +3%
JWCA
216
J.W. Cole Advisors
Florida
$12.6M +$239K +1,214 +2%
BPCE
217
Bank Pictet & Cie (Europe)
Germany
$12.4M – – –
TCM
218
Traynor Capital Management
Pennsylvania
$12.3M -$116K -589 -0.9%
KPWS
219
Kestra Private Wealth Services
Texas
$12.2M -$209K -1,053 -2%
ABC
220
Associated Banc-Corp
Wisconsin
$12.1M +$647K +3,279 +6%
BFM
221
Broadview Financial Management
Wisconsin
$11.9M +$280K +1,422 +2%
SWMP
222
Signature Wealth Management Partners
New Jersey
$11.9M +$413K +2,095 +4%
I
223
INVST
Indiana
$11.9M -$5.06M -25,666 -30%
RSWM
224
Robertson Stephens Wealth Management
California
$11.9M +$42.4K +215 +0.4%
GPA
225
Guidance Point Advisors
Massachusetts
$11.8M +$194K +982 +2%
7 8
9
10 11