iShares S&P 500 Value ETF
1,575 hedge funds and large institutions have $34B invested in iShares S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 601 increasing their positions, 500 reducing their positions, and 54 closing their positions.
122% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 54
82% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $7.52M
20% more repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 500
7% more capital invested
Capital invested by funds: $31.8B → $34B (+$2.17B)
3% more funds holding
Funds holding: 1,536 → 1,575 (+39)
0.25% more ownership
Funds ownership: 80.81% → 81.06% (+0.25%)
7% less funds holding in top 10
Funds holding in top 10: 132 → 123 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$229M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$135M |
| 3 |
LPL Financial
San Diego,
California
|
+$127M |
| 4 |
Two Sigma Investments
New York
|
+$57.5M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$159M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$83.3M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$45.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$31.5M |
| 5 |
FRA
Frank Rimerman Advisors
Palo Alto,
California
|
-$25.4M |
IVE Hedge Fund Activity: Q3 2025 in Review
1,575 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q3 2025, worth a combined $34B — up 6.8% from $31.8B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new IVE positions and 54 closed out — a net gain of 66 holders — while 601 added to existing stakes and 500 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $229M. The largest seller was Goldman Sachs, cutting an estimated $159M.
- 1,575 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q3 2025, up from 1,536 in Q2 2025.
- Funds reported $34B of iShares S&P 500 Value ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
- 120 funds opened new iShares S&P 500 Value ETF positions in Q3 2025 and 54 closed out, a net change of +66 holders.
- The largest iShares S&P 500 Value ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $229M added.
- The largest iShares S&P 500 Value ETF seller in Q3 2025 was Goldman Sachs, an estimated $159M sold.
Based on aggregated 13F filings for Q3 2025.