IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,534 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 482 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+110
Holders Change %
+7.72%
% of All Funds
20.43%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
1.64%
New
204
Increased
571
Reduced
482
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.68B
2
LPL Financial
2
LPL Financial
California
$1.01B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.56B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.48B
5
Lido Advisors
5
Lido Advisors
California
$270M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.24M
2
HNB
2
Huntington National Bank
Ohio
$209M
3
US Bancorp
3
US Bancorp
Minnesota
$137M
4
Wells Fargo
4
Wells Fargo
California
$1.24B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Brookstone Capital Management
Illinois
$13.2M -$707K -3,704 -5%
IA
202
Integrity Alliance
Iowa
$13.2M +$13.2M +69,029 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1M -$229K -1,201 -2%
CFG
204
Cosner Financial Group
Colorado
$13M +$699K +3,664 +6%
BTI
205
Blue Trust Inc
Georgia
$12.9M -$810K -4,243 -6%
OAM
206
Occidental Asset Management
California
$12.8M -$164K -861 -1%
FHA
207
First Horizon Advisors
Tennessee
$12.7M +$1.37M +7,191 +12%
WSFS
208
Wilmington Savings Fund Society
Delaware
$12.6M -$279K -1,464 -2%
SWC
209
Spectrum Wealth Counsel
Indiana
$12.6M -$419K -2,196 -3%
IWM
210
IHT Wealth Management
Illinois
$12.5M -$534K -2,795 -4%
ASW
211
Astoria Strategic Wealth
Texas
$12.5M +$232K +1,216 +2%
WOC
212
West Oak Capital
California
$12.5M +$735K +385 +6%
SWMP
213
Signature Wealth Management Partners
New Jersey
$12.5M +$959K +5,025 +8%
AWM
214
Avitas Wealth Management
California
$12.5M +$75.8K +397 +0.6%
EL
215
EQ LLC
Washington
$12.4M +$5.07M +26,554 +69%
CFG
216
Citizens Financial Group
Rhode Island
$12.3M +$30K +157 +0.2%
ABC
217
Associated Banc-Corp
Wisconsin
$12.3M +$625K +3,274 +5%
BWM
218
BKM Wealth Management
Wisconsin
$12.3M -$62.6K -328 -0.5%
PP
219
Prosperity Planning
Missouri
$12.2M -$1.68M -8,827 -12%
I
220
INVST
Indiana
$12.2M +$644K +3,374 +6%
OPS
221
Orion Portfolio Solutions
Nebraska
$12.2M -$352K -1,844 -3%
BCI
222
Brinker Capital Investments
Pennsylvania
$12.2M -$352K -1,844 -3%
CFA
223
Camarda Financial Advisors
Florida
$12M +$12M +62,930 New
BEC
224
Blue Edge Capital
Virginia
$12M +$4.74M +24,842 +65%
BPCE
225
Bank Pictet & Cie (Europe)
Germany
$11.9M -$80.2K -420 -0.7%
7 8
9
10 11