IVE icon

iShares S&P 500 Value ETF

764 hedge funds and large institutions have $11.3B invested in iShares S&P 500 Value ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 46 closing their positions.

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
15.46%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
1.13%
New
59
Increased
251
Reduced
278
Closed
46
Calls
$7.63M
Puts
$2.63M
Net Calls
+$5M
Net Calls Change
+$248K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.53B 22,680,205 -338,293 -1%
Morgan Stanley
2
Morgan Stanley
New York
$1.17B 10,426,091 +57,208 +0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$734M 6,531,705 +313,275 +5%
Wells Fargo
4
Wells Fargo
California
$642M 5,712,320 -14,875 -0.3%
Bank of America
5
Bank of America
North Carolina
$640M 5,688,048 -314,667 -5%
UBS Group
6
UBS Group
Switzerland
$337M 2,993,891 +24,909 +0.8%
Goldman Sachs
7
Goldman Sachs
New York
$326M 2,895,213 +100,999 +4%
Stifel Financial
8
Stifel Financial
Missouri
$238M 2,115,389 +415,191 +24%
Ameriprise
9
Ameriprise
Minnesota
$156M 1,391,304 +81,300 +6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$154M 1,370,668 -72,149 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$151M 1,345,605 +46,407 +4%
LPL Financial
12
LPL Financial
California
$140M 1,245,845 -950,700 -43%
BlackRock
13
BlackRock
New York
$136M 1,211,979 -8,918 -0.7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$126M 1,117,116 -42,076 -4%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$123M 1,095,460 -288,921 -21%
M&T Bank
16
M&T Bank
New York
$122M 1,087,543 -12,310 -1%
US Bancorp
17
US Bancorp
Minnesota
$111M 989,660 +42,661 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$87.5M 777,681 -78,578 -9%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$87.1M 589,848
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$86.3M 767,540 -26,820 -3%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$81M 720,418 -18,212 -2%
Betterment LLC
22
Betterment LLC
New York
$76M 676,172 -49,268 -7%
HNB
23
Huntington National Bank
Ohio
RJFSA
24
Raymond James Financial Services Advisors
Florida
$62.3M 554,387 -62,465 -10%
RJA
25
Raymond James & Associates
Florida
$58.8M 522,506 +421 +0.1%