iShares S&P 500 Value ETF
1,441 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 529 increasing their positions, 494 reducing their positions, and 43 closing their positions.
232% more call options, than puts
Call options by funds: $17.8M | Put options by funds: $5.34M
209% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 43
6% more capital invested
Capital invested by funds: $25.6B → $27.2B (+$1.58B)
5% more funds holding
Funds holding: 1,366 → 1,441 (+75)
7% more repeat investments, than reductions
Existing positions increased: 529 | Existing positions reduced: 494
0% more funds holding in top 10
Funds holding in top 10: 109 → 109 (0)
0.82% less ownership
Funds ownership: 77.48% → 76.66% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$107M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$64.8M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$43.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$420M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$167M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$138M |
| 4 |
JP Morgan Chase
New York
|
-$120M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$72.3M |
IVE Hedge Fund Activity: Q3 2024 in Review
1,441 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q3 2024, worth a combined $27.2B — up 6.2% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new IVE positions and 43 closed out — a net gain of 90 holders — while 529 added to existing stakes and 494 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $107M. The largest seller was Goldman Sachs, cutting an estimated $420M.
- 1,441 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q3 2024, up from 1,366 in Q2 2024.
- Funds reported $27.2B of iShares S&P 500 Value ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
- 133 funds opened new iShares S&P 500 Value ETF positions in Q3 2024 and 43 closed out, a net change of +90 holders.
- The largest iShares S&P 500 Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $107M added.
- The largest iShares S&P 500 Value ETF seller in Q3 2024 was Goldman Sachs, an estimated $420M sold.
Based on aggregated 13F filings for Q3 2024.