iShares S&P 500 Value ETF
1,369 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 505 increasing their positions, 466 reducing their positions, and 76 closing their positions.
1,443% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $1.27M
39% more capital inflows, than outflows
Capital inflows: $1.1B | Capital outflows: $791M
34% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 76
8% more repeat investments, than reductions
Existing positions increased: 505 | Existing positions reduced: 466
1% more funds holding
Funds holding: 1,359 → 1,369 (+10)
0.12% more ownership
Funds ownership: 77.37% → 77.5% (+0.12%)
15% less funds holding in top 10
Funds holding in top 10: 128 → 109 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$86.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.5M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$62.8M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$55.9M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$72.1M |
| 2 |
Modern Wealth Management
Lenexa,
Kansas
|
-$60.5M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$41.8M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$32.2M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$30.6M |
IVE Hedge Fund Activity: Q2 2024 in Review
1,369 of the 6,940 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2024, worth a combined $25.6B — down 3.1% from $26.4B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IVE positions and 76 closed out — a net gain of 26 holders — while 505 added to existing stakes and 466 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $86.3M. The largest seller was USA Financial Formulas, exiting entirely with an estimated $72.1M sold.
- 1,369 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2024, up from 1,359 in Q1 2024.
- Funds reported $25.6B of iShares S&P 500 Value ETF stock for Q2 2024, down 3.1% quarter-over-quarter.
- 102 funds opened new iShares S&P 500 Value ETF positions in Q2 2024 and 76 closed out, a net change of +26 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $86.3M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2024 was USA Financial Formulas, an estimated $72.1M sold.
Based on aggregated 13F filings for Q2 2024.