Who Owns IVE?
iShares S&P 500 Value ETF — Institutional Ownership & 13F Holdings
$207.32
-2.47 (-1.18%)
Market Cap
$49.3B
Shares Outstanding
227,751,111
Institutional Holders
1,500
Total Inst. Value
$23.1B
% of Float Held
—
QoQ Holder Change
+709
Institutional data as of Q1 2025
New Positions
1,500
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INCNew | $3.6B | 18,643,646 |
| 2 | MORGAN STANLEYNew | $2.6B | 13,819,800 |
| 3 | BANK OF AMERICA CORP /DE/New | $1.6B | 8,579,964 |
| 4 | LPL Financial LLCNew | $1.3B | 6,977,283 |
| 5 | WELLS FARGO & COMPANY/MNNew | $1.2B | 6,269,711 |
| 6 | UBS Group AGNew | $678.2M | 3,558,744 |
| 7 | STIFEL FINANCIAL CORPNew | $517.1M | 2,713,290 |
| 8 | GOLDMAN SACHS GROUP INCNew | $493.6M | 2,590,004 |
| 9 | AMERIPRISE FINANCIAL INCNew | $485.4M | 2,546,232 |
| 10 | PNC FINANCIAL SERVICES GROUP, INC.New | $430.2M | 2,257,076 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCNew | +18.6M | $3.6B |
| MORGAN STANLEYNew | +13.8M | $2.6B |
| BANK OF AMERICA CORP /DE/New | +8.6M | $1.6B |
| LPL Financial LLCNew | +7.0M | $1.3B |
| WELLS FARGO & COMPANY/MNNew | +6.3M | $1.2B |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold IVE?
As of Q1 2025, 1500 institutional investors report holding IVE (iShares S&P 500 Value ETF) in their 13F filings.
Which hedge fund owns the most IVE?
The largest institutional holder of IVE is ENVESTNET ASSET MANAGEMENT INC with $3.6B in shares.
Are institutions buying or selling IVE?
This quarter, 1500 institutions opened new positions in IVE and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.