Who Owns IVE?
iShares S&P 500 Value ETF — Institutional Ownership & 13F Holdings
$223.84
+0.17 (+0.08%)
Market Cap
$49.3B
Shares Outstanding
220,850,957
Institutional Holders
1,500
Total Inst. Value
$20.8B
% of Float Held
—
QoQ Holder Change
+709
Institutional data as of Q1 2025
New Positions
439
Closed Positions
106
Increased
479
Decreased
377
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $3.4B | 17,776,163 |
| 2 | MORGAN STANLEY | $2.6B | 13,819,800 |
| 3 | BANK OF AMERICA CORP /DE/ | $1.6B | 8,579,964 |
| 4 | WELLS FARGO & COMPANY/MN | $1.2B | 6,269,711 |
| 5 | UBS Group AG | $678.2M | 3,558,744 |
| 6 | STIFEL FINANCIAL CORP | $517.1M | 2,713,290 |
| 7 | GOLDMAN SACHS GROUP INC | $493.6M | 2,590,004 |
| 8 | AMERIPRISE FINANCIAL INC | $485.4M | 2,546,232 |
| 9 | Cetera Investment Advisers | $373.5M | 1,960,044 |
| 10 | BlackRock, Inc. | $344.5M | 1,807,569 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CO | +923K | $3.4B |
| MORGAN STANLEY | +811K | $2.6B |
| BANK OF AMERICA CORP /DE/ | +431K | $1.6B |
| STIFEL FINANCIAL CORP | +137K | $517.1M |
| GOLDMAN SACHS GROUP INC | +105K | $493.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HUNTINGTON NATIONAL BANK | -438K | $125.1M |
| WELLS FARGO & COMPANY/MN | -216K | $1.2B |
| DAVIS SELECTED ADVISERS | -177K | $3.8M |
| McKinley Carter Wealth Services, Inc. | -119K | $29.3M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | -79K | $106.2M |
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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 JPMORGAN CHASE & CO with $3.4B in shares.
Are institutions buying or selling IVE?
This quarter, 439 institutions opened new positions in IVE and 106 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.