iShares S&P 500 Value ETF
1,540 hedge funds and large institutions have $31.8B invested in iShares S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 614 increasing their positions, 483 reducing their positions, and 84 closing their positions.
137% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $7.56M
134% more capital inflows, than outflows
Capital inflows: $1.9B | Capital outflows: $814M
27% more repeat investments, than reductions
Existing positions increased: 614 | Existing positions reduced: 483
24% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 84
0.91% more ownership
Funds ownership: 80.27% → 81.18% (+0.91%)
0% more funds holding
Funds holding: 1,539 → 1,540 (+1)
5% less funds holding in top 10
Funds holding in top 10: 140 → 133 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$436M |
| 2 |
LPL Financial
San Diego,
California
|
+$174M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$90.3M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
+$61.9M |
| 5 |
Morgan Stanley
New York
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$59.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$47.5M |
| 3 |
Goldman Sachs
New York
|
-$44.2M |
| 4 |
PWM
Praetorian Wealth Management
Carmel,
California
|
-$39.4M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
-$36.7M |
IVE Hedge Fund Activity: Q2 2025 in Review
1,540 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2025, worth a combined $31.8B — up 6.1% from $30B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IVE positions and 84 closed out — a net gain of 20 holders — while 614 added to existing stakes and 483 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $436M. The largest seller was Charles Schwab, cutting an estimated $59.9M.
- 1,540 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2025, up from 1,539 in Q1 2025.
- Funds reported $31.8B of iShares S&P 500 Value ETF stock for Q2 2025, up 6.1% quarter-over-quarter.
- 104 funds opened new iShares S&P 500 Value ETF positions in Q2 2025 and 84 closed out, a net change of +20 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $436M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2025 was Charles Schwab, an estimated $59.9M sold.
Based on aggregated 13F filings for Q2 2025.