iShares S&P 500 Value ETF
1,691 hedge funds and large institutions have $40.4B invested in iShares S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 704 increasing their positions, 416 reducing their positions, and 55 closing their positions.
273% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 55
110% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $7.57M
69% more repeat investments, than reductions
Existing positions increased: 704 | Existing positions reduced: 416
33% more funds holding in top 10
Funds holding in top 10: 123 → 163 (+40)
19% more capital invested
Capital invested by funds: $34B → $40.4B (+$6.47B)
7% more funds holding
Funds holding: 1,575 → 1,691 (+116)
3.32% more ownership
Funds ownership: 81.06% → 84.38% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.31B |
| 2 |
LPL Financial
San Diego,
California
|
+$517M |
| 3 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$235M |
| 4 |
Morgan Stanley
New York
|
+$224M |
| 5 |
BlackRock
New York
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$150M |
| 2 |
FRA
Frank Rimerman Advisors
Palo Alto,
California
|
-$24.2M |
| 3 |
T
Tidemark
San Diego,
California
|
-$15M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.6M |
| 5 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$10.2M |
IVE Hedge Fund Activity: Q4 2025 in Review
1,691 of the 8,265 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q4 2025, worth a combined $40.4B — up 19% from $34B a quarter earlier.
Buyers outnumbered sellers: 205 funds opened new IVE positions and 55 closed out — a net gain of 150 holders — while 704 added to existing stakes and 416 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.31B. The largest seller was Kovitz Investment Group Partners, cutting an estimated $150M.
- 1,691 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q4 2025, up from 1,575 in Q3 2025.
- Funds reported $40.4B of iShares S&P 500 Value ETF stock for Q4 2025, up 19% quarter-over-quarter.
- 205 funds opened new iShares S&P 500 Value ETF positions in Q4 2025 and 55 closed out, a net change of +150 holders.
- The largest iShares S&P 500 Value ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $1.31B added.
- The largest iShares S&P 500 Value ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2025.