IVE icon

iShares S&P 500 Value ETF

756 hedge funds and large institutions have $10.2B invested in iShares S&P 500 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 307 reducing their positions, and 118 closing their positions.

Holders
756
Holders Change
-65
Holders Change %
-7.92%
% of All Funds
16.7%
Holding in Top 10
65
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.72%
% of All Funds
1.44%
New
66
Increased
242
Reduced
307
Closed
118
Calls
$7.25M
Puts
$1.49M
Net Calls
+$5.76M
Net Calls Change
-$222K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.33B 24,199,303 +17,242,706 +248%
Morgan Stanley
2
Morgan Stanley
New York
$1.06B 11,047,771 +563,375 +5%
Bank of America
3
Bank of America
North Carolina
$627M 6,515,742 -609,795 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$590M 6,127,898 +616,763 +11%
Wells Fargo
5
Wells Fargo
California
$576M 5,982,077 -989,660 -14%
UBS Group
6
UBS Group
Switzerland
$293M 3,043,638 -328,298 -10%
Goldman Sachs
7
Goldman Sachs
New York
$270M 2,802,611 +201,539 +8%
Stifel Financial
8
Stifel Financial
Missouri
$240M 2,489,092 -955,181 -28%
LPL Financial
9
LPL Financial
California
$224M 2,323,191 -206,718 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$175M 1,812,162 +1,812,162 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$135M 1,399,016 -12,238 -0.9%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$134M 1,396,160 -313,697 -18%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$130M 1,352,949 -172,046 -11%
BlackRock
14
BlackRock
New York
$118M 1,224,235 -39,081 -3%
M&T Bank
15
M&T Bank
New York
$108M 1,121,100 +1,121,100 New
Ameriprise
16
Ameriprise
Minnesota
$103M 1,067,153 -34,176 -3%
US Bancorp
17
US Bancorp
Minnesota
$97.1M 1,008,691 +151,004 +18%
Betterment LLC
18
Betterment LLC
New York
$87.4M 908,250 -109,608 -11%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$83.4M 866,226 +100,057 +13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$70.9M 736,720 +80,013 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$70.4M 731,234 -227,133 -24%
Lido Advisors
23
Lido Advisors
California
$54.2M 563,397 +36,408 +7%
HNB
24
Huntington National Bank
Ohio
HFBOT
25
Home Federal Bank of Tennessee
Tennessee
$50M 519,429 +5,739 +1%