IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,510 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 103 funds opening new positions, 631 increasing their positions, 486 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.51%
Holding in Top 10
134
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.06%
% of All Funds
1.82%
New
103
Increased
631
Reduced
486
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
+$993M
2
LPL Financial
LPL Financial
California
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
SW
SoFi Wealth
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$155M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$209M
2
UFF
USA Financial Formulas
Michigan
-$77M
3
MWM
Modern Wealth Management
Kansas
-$63.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.7M
5
Wells Fargo
Wells Fargo
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Alesco Advisors
New York
$14.2M -$318K -1,671 -2%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$14.2M +$243K +1,276 +2%
WANY
203
Wealthspire Advisors (New York)
New York
$14.2M +$7.36M +38,637 +108%
OWA
204
One Wealth Advisors
California
$14.1M +$4.02M +21,096 +40%
DW
205
Durante & Waters
New York
$14.1M -$611K -3,206 -4%
FNBT
206
FineMark National Bank & Trust
Florida
$13.9M -$1.91M -10,044 -12%
EL
207
EQ LLC
Washington
$13.8M +$1.44M +7,537 +12%
DA
208
Detalus Advisors
Missouri
$13.7M +$3.62M +18,986 +36%
RFA
209
RTD Financial Advisors
Pennsylvania
$13.6M -$881K -4,621 -6%
TWP
210
Triad Wealth Partners
Kansas
$13.5M +$4.21M +22,115 +45%
TPI
211
Trust Point Inc
Wisconsin
$13.4M – – –
TF
212
Trek Financial
Arizona
$13.3M +$6.34M +33,292 +91%
CAL
213
Capital Analysts LLC
Pennsylvania
$13.3M +$2.43M +12,739 +22%
KFP
214
KMG Fiduciary Partners
Ohio
$13.3M -$110K -575 -0.8%
KFS
215
Kelly Financial Services
Massachusetts
$13.2M +$6.69M +35,096 +102%
SPIA
216
Steward Partners Investment Advisory
New York
$13.1M +$2.82M +14,801 +27%
ASW
217
Astoria Strategic Wealth
Texas
$12.9M +$441K +2,316 +4%
PFG
218
PAX Financial Group
Texas
$12.8M +$4.15M +21,773 +48%
OAM
219
Occidental Asset Management
California
$12.8M +$3.43K +18 +0%
UB
220
UMB Bank
Missouri
$12.6M -$681K -3,574 -5%
BEC
221
Blue Edge Capital
Virginia
$12.6M +$572K +2,999 +5%
WSFS
222
Wilmington Savings Fund Society
Delaware
$12.5M -$55.1K -289 -0.4%
ASN
223
Advisory Services Network
Georgia
$12.5M +$832K +4,363 +7%
JWCA
224
J.W. Cole Advisors
Florida
$12.3M +$573K +3,005 +5%
ABC
225
Associated Banc-Corp
Wisconsin
$12.3M +$30.7K +161 +0.2%
7 8
9
10 11