iShares S&P 500 Value ETF
1,556 hedge funds and large institutions have $27.4B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 581 increasing their positions, 486 reducing their positions, and 64 closing their positions.
223% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 64
80% more call options, than puts
Call options by funds: $20M | Put options by funds: $11.1M
20% more repeat investments, than reductions
Existing positions increased: 581 | Existing positions reduced: 486
16% more funds holding in top 10
Funds holding in top 10: 109 → 126 (+17)
8% more funds holding
Funds holding: 1,441 → 1,556 (+115)
1.4% more ownership
Funds ownership: 76.66% → 78.05% (+1.4%)
1% more capital invested
Capital invested by funds: $27.2B → $27.4B (+$177M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$168M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$97.9M |
| 3 |
Morgan Stanley
New York
|
+$95.8M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$89M |
| 5 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$80.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$151M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$91.7M |
| 3 |
JP Morgan Chase
New York
|
-$33.7M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$20.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$18.7M |
IVE Hedge Fund Activity: Q4 2024 in Review
1,556 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2024, worth a combined $27.4B — up 0.65% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new IVE positions and 64 closed out — a net gain of 143 holders — while 581 added to existing stakes and 486 trimmed.
The largest buyer was LPL Financial, adding an estimated $168M. The largest seller was US Bancorp, cutting an estimated $151M.
- 1,556 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2024, up from 1,441 in Q3 2024.
- Funds reported $27.4B of iShares S&P 500 Value ETF stock for Q4 2024, up 0.65% quarter-over-quarter.
- 207 funds opened new iShares S&P 500 Value ETF positions in Q4 2024 and 64 closed out, a net change of +143 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2024 was LPL Financial, an estimated $168M added.
- The largest iShares S&P 500 Value ETF seller in Q4 2024 was US Bancorp, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2024.