iShares S&P 500 Value ETF
1,762 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Value ETF in 2026 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 497 increasing their positions, 746 reducing their positions, and 68 closing their positions.
351% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $3.9M
118% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 68
3% more funds holding
Funds holding: 1,715 → 1,762 (+47)
0% more capital invested
Capital invested by funds: $39.2B → $39.2B (+$10.6M)
3.44% less ownership
Funds ownership: 84.14% → 80.7% (-3.4%)
10% less funds holding in top 10
Funds holding in top 10: 161 → 145 (-16)
33% less repeat investments, than reductions
Existing positions increased: 497 | Existing positions reduced: 746
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$170M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$68.2M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$48.7M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$41.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$978M |
| 2 |
JP Morgan Chase
New York
|
-$209M |
| 3 |
LPL Financial
San Diego,
California
|
-$195M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$133M |
| 5 |
BlackRock
New York
|
-$128M |
IVE Hedge Fund Activity: Q2 2026 in Review
1,762 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Value ETF (IVE) for Q2 2026, worth a combined $39.2B — up 0.03% from $39.2B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IVE positions and 68 closed out — a net gain of 80 holders — while 497 added to existing stakes and 746 trimmed.
The largest buyer was Pacific Life Fund Advisors, opening a new position worth an estimated $170M. The largest seller was Envestnet Asset Management, cutting an estimated $978M.
- 1,762 institutional investors held iShares S&P 500 Value ETF (IVE) as of Q2 2026, up from 1,715 in Q1 2026.
- Funds reported $39.2B of iShares S&P 500 Value ETF stock for Q2 2026, up 0.03% quarter-over-quarter.
- 148 funds opened new iShares S&P 500 Value ETF positions in Q2 2026 and 68 closed out, a net change of +80 holders.
- The largest iShares S&P 500 Value ETF buyer in Q2 2026 was Pacific Life Fund Advisors, an estimated $170M added.
- The largest iShares S&P 500 Value ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $978M sold.
Based on aggregated 13F filings for Q2 2026.