iShares S&P 500 Value ETF (IVE) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IVE?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares S&P 500 Value ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IVE?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares S&P 500 Value ETF.

Is institutional money flowing into IVE?

162 institutional investors hold iShares S&P 500 Value ETF (IVE). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IVE?

Track institutional sentiment and conviction scores for iShares S&P 500 Value ETF (IVE) including Smart Money Verdict and position changes on HoldingsIntel.

iShares S&P 500 Value ETF

IVE·464287408·US·etf·Unknown - Unknown

S&P 500 VAL ETF

IVE (iShares S&P 500 Value ETF) is held by 162 institutional investors as of Q4 2025. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6B), JPMORGAN CHASE & CO ($4B), MORGAN STANLEY ($3.2B). Net institutional sentiment: Bullish.

162

Holders

Avg rating(19 Elite)

$30.1B

Total Value

69% (164)

Fund Consensus

106 buying - 47 selling

Smart Money VerdictView all

70Positive Momentum (Unconfirmed)Single Source

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See how IVE's score breaks down across 4 SEC sources

Held by 162 funds

19 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	28.4M(+28.4%)	$6B	1.8%	+22.12%	63
JPMORGAN CHASE & CO	Increased	18.7M(+4.6%)	$4B	0.2%	+16.67%	40
MORGAN STANLEY	Increased	15.3M(+7.5%)	$3.2B	0.2%	+21.60%	41
LPL Financial LLC	Increased	11M(+28.9%)	$2.3B	0.6%	+22.90%	56
BANK OF AMERICA CORP /DE/	Increased	9.3M(+10.5%)	$2B	0.1%	+15.80%	42
WELLS FARGO & COMPANY/MN	Increased	6.3M(+2.0%)	$1.3B	0.2%	+46.98%	39
UBS Group AG	Decreased	3.5M(-1.9%)	$749.6M	0.1%	+95.79%	0
Cetera Investment Advisers	Increased	3.4M(+22.5%)	$723.2M	0.8%	+15.21%	54
STIFEL FINANCIAL CORP	Increased	3.3M(+7.7%)	$689.3M	0.6%	+64.95%	48
AMERIPRISE FINANCIAL INC	Increased	3.1M(+1.4%)	$653.3M	0.1%	+51.29%	38
BlackRock, Inc.	Increased	2.9M(+47.7%)	$623.1M	0.0%	+12.25%	43
Envestnet Portfolio Solutions, Inc.	Increased	2.5M(+47.4%)	$538.7M	1.9%	+16.09%	68
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2.3M(-1.0%)	$497M	0.3%	+53.45%	0
MML INVESTORS SERVICES, LLC	Increased	2.1M(+48.8%)	$446.1M	1.1%	+15.41%	68
RAYMOND JAMES FINANCIAL INC	Increased	1.8M(+9.1%)	$391.4M	0.1%	+15.70%	41
Lido Advisors, LLC	Increased	1.9M(+4.2%)	$386.8M	1.2%	+26.36%	51
GOLDMAN SACHS GROUP INC	Increased	1.7M(+9.7%)	$363.6M	0.0%	+17.41%	34
ROYAL BANK OF CANADA	Increased	1.3M(+7.3%)	$285.8M	0.0%	+15.99%	33
Focus Partners Wealth	Increased	1.2M(+134.3%)	$259.8M	0.3%	+9.82%	59
Mariner, LLC	Increased	1.2M(+6.7%)	$252.6M	0.3%	+65.78%	39
Bank of New York Mellon Corp	Increased	1.2M(+49.7%)	$249.9M	0.0%	+14.15%	43
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.1M(+5.8%)	$230.1M	0.3%	+55.88%	39
MAI Capital Management	Decreased	1M(-0.3%)	$215.8M	1.2%	+51.47%	0
OneDigital Investment Advisors LLC	Increased	989,897(+37.9%)	$209.9M	2.1%	+18.73%	69
Sanctuary Advisors, LLC	Increased	965,441(+26.5%)	$204.7M	1.1%	+16.43%	60
NewEdge Advisors, LLC	Increased	915,221(+30.1%)	$194.1M	0.7%	+16.03%	54
FMR LLC	Decreased	820,088(-0.8%)	$173.9M	0.0%	+17.38%	0
OSAIC HOLDINGS, INC.	Increased	741,583(+3.1%)	$157.4M	0.2%	+63.67%	37
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	731,518(+36.3%)	$155.1M	0.9%	+20.79%	56
HighTower Advisors, LLC	Increased	659,565(+0.8%)	$139.9M	0.2%	+60.08%	36
TRUIST FINANCIAL CORP	Increased	590,205(+8.5%)	$125.2M	0.2%	+33.79%	39
HUNTINGTON NATIONAL BANK	Decreased	537,140(-6.2%)	$113.9M	0.7%	+70.95%	0
JONES FINANCIAL COMPANIES LLLP	Increased	483,614(+13.6%)	$102.6M	0.1%	+32.89%	34
US BANCORP \DE\	Increased	466,762(+19.4%)	$99M	0.1%	+61.03%	42
Rockefeller Capital Management L.P.	Increased	582,772(+68.5%)	$86.9M	0.2%	+28.31%	53
AE Wealth Management LLC	Increased	383,069(+38.5%)	$81.2M	0.5%	+16.77%	47
MONETA GROUP INVESTMENT ADVISORS LLC	Decreased	363,813(-1.6%)	$77.2M	0.6%	+37.77%	0
Kestra Advisory Services, LLC	Increased	350,736(+2.1%)	$74.4M	0.3%	+49.14%	36
COMERICA BANK	Decreased	341,229(-5.4%)	$72.4M	0.3%	+48.36%	0
Private Advisor Group, LLC	Increased	331,044(+21.3%)	$70.2M	0.3%	+28.89%	42
TWO SIGMA INVESTMENTS, LP	Decreased	312,700(-4.4%)	$66.3M	0.1%	+8.60%	0
BANK OF MONTREAL /CAN/	Increased	296,779(+9.7%)	$62.9M	0.0%	+15.95%	32
Equitable Holdings, Inc.	Increased	295,029(+16.3%)	$62.6M	0.4%	+50.36%	41
Baird Financial Group, Inc.	Increased	294,478(+4.4%)	$62.4M	0.1%	+73.68%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	290,215(-0.7%)	$61.5M	0.0%	+83.41%	0
BARCLAYS PLC	Increased	265,987(+0.6%)	$56.4M	0.0%	+93.64%	29
FIFTH THIRD BANCORP	Decreased	239,291(-2.7%)	$50.7M	0.2%	+103.32%	0
REGIONS FINANCIAL CORP	Increased	234,089(+2.5%)	$49.6M	0.3%	+67.90%	36
Financial Engines Advisors L.L.C.	Decreased	231,400(-2.9%)	$49.1M	0.1%	+71.72%	0
Waverly Advisors, LLC	Increased	207,215(+48.8%)	$43.9M	0.4%	+14.49%	48
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	202,369(-8.1%)	$42.9M	0.2%	+116.96%	0
Cerity Partners LLC	Increased	193,628(+87.2%)	$41.1M	0.1%	+19.46%	45
NORTHERN TRUST CORP	Increased	190,207(+1.1%)	$40.3M	0.0%	+51.67%	29
&PARTNERS	Increased	183,701(+33.8%)	$39.1M	0.2%	+12.51%	45
Orion Porfolio Solutions, LLC	Increased	184,526(+41.2%)	$39.1M	0.3%	+14.27%	46
Farther Finance Advisors, LLC	Increased	177,141(+57.4%)	$37.6M	0.4%	+12.54%	49
TD Waterhouse Canada Inc.	Increased	165,522(+5.3%)	$35.1M	0.2%	+38.89%	37
GREENLEAF TRUST	Increased	161,144(+2.1%)	$34.2M	0.3%	+105.63%	35
Creative Planning	Increased	160,485(+3.8%)	$34M	0.0%	+64.41%	30
Steward Partners Investment Advisory, LLC	Increased	146,445(+27.4%)	$31.1M	0.2%	+18.25%	43
Beacon Pointe Advisors, LLC	Increased	146,169(+80.4%)	$31M	0.2%	+35.47%	53
CAPTRUST FINANCIAL ADVISORS	Decreased	129,449(-3.3%)	$27.5M	0.1%	+58.05%	0
DAVIS SELECTED ADVISERS	Increased	127,053(+1821.0%)	$26.9M	0.1%	+3.68%	55
MERCER GLOBAL ADVISORS INC /ADV	Increased	152,504(+88.5%)	$26.6M	0.0%	+24.17%	45
Pathstone Holdings, LLC	Decreased	114,291(-4.4%)	$24.2M	0.1%	+30.86%	0
Corient Private Wealth LLC	Increased	114,265(+141.3%)	$24.2M	0.0%	+9.23%	46
CITIGROUP INC	Decreased	105,507(-9.2%)	$22.4M	0.0%	+17.10%	0
Merit Financial Group, LLC	Increased	103,211(+19.2%)	$21.9M	0.2%	+15.90%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	98,635(+10.1%)	$21.3M	0.0%	+40.47%	31
RWA WEALTH PARTNERS, LLC	Decreased	95,641(-12.4%)	$20.3M	0.2%	+31.34%	0
Allworth Financial LP	Decreased	95,602(-0.3%)	$20.3M	0.1%	+61.70%	0
CULLEN/FROST BANKERS, INC.	Decreased	91,468(-0.1%)	$19.4M	0.2%	+58.07%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	89,444(-8.9%)	$19M	0.0%	+31.64%	0
Savant Capital, LLC	Decreased	83,433(-4.9%)	$17.7M	0.1%	+64.01%	0
EP Wealth Advisors, LLC	Decreased	70,862(-81.0%)	$15M	0.1%	+17.56%	0
Integrated Wealth Concepts LLC	Decreased	62,931(-14.0%)	$13.3M	0.2%	+25.34%	0
IEQ CAPITAL, LLC	Decreased	61,031(-25.9%)	$12.9M	0.0%	+24.88%	0
Pinnacle Financial Partners, Inc.	New	60,471	$12.8M	0.1%	+3.01%	39
Amundi	Increased	50,600(+5.0%)	$10.7M	0.0%	+27.81%	29
HB Wealth Management, LLC	Increased	49,455(+0.6%)	$10.5M	0.1%	+47.58%	28
BLAIR WILLIAM & CO/IL	Increased	42,069(+7.2%)	$8.9M	0.0%	+52.64%	30
AQR CAPITAL MANAGEMENT LLC	Increased	41,692(+40.9%)	$8.8M	0.0%	+12.49%	37
FRANKLIN RESOURCES INC	Decreased	40,065(-13.1%)	$8.5M	0.0%	+35.44%	0
Cresset Asset Management, LLC	Increased	39,644(+9.9%)	$8.4M	0.0%	+52.01%	30
SEI INVESTMENTS CO	Increased	39,304(+0.1%)	$8.3M	0.0%	+146.61%	27
Quantinno Capital Management LP	Increased	38,682(+32.3%)	$8.2M	0.0%	+12.83%	35
ALLIANCEBERNSTEIN L.P.	Increased	37,079(+26.4%)	$7.9M	0.0%	+38.22%	34
Federation des caisses Desjardins du Quebec	Decreased	35,622(-0.4%)	$7.6M	0.0%	+79.17%	0
SCS Capital Management LLC	Decreased	33,209(-0.8%)	$7M	0.1%	+38.99%	0
RENAISSANCE TECHNOLOGIES LLC	New	31,700	$6.7M	0.0%	+3.01%	38
Wealthspire Advisors, LLC	Decreased	31,474(-50.0%)	$6.7M	0.1%	+38.42%	0
Banco Santander, S.A.	Decreased	30,439(-6.5%)	$6.5M	0.0%	+59.94%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	28,867(+54.2%)	$6.1M	0.0%	+14.26%	38
BROWN ADVISORY INC	Decreased	28,082(-0.2%)	$6M	0.0%	+96.59%	0
Sequoia Financial Advisors, LLC	Decreased	26,792(-2.0%)	$5.7M	0.0%	+26.23%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	26,406(-24.6%)	$5.6M	0.0%	+7.39%	0
XTX Topco Ltd	New	23,691	$5M	0.1%	+3.01%	45
FIRST TRUST ADVISORS LP	Increased	23,561(+4.3%)	$5M	0.0%	+63.35%	28
Calamos Advisors LLC	Increased	23,051(+4.7%)	$4.9M	0.0%	+25.82%	28
ASSETMARK, INC	Increased	22,567(+30.3%)	$4.8M	0.0%	+12.36%	34
PRINCIPAL FINANCIAL GROUP INC	Increased	21,793(+52.2%)	$4.6M	0.0%	+28.23%	37
CIBC Private Wealth Group LLC	Decreased	20,873(-12.1%)	$4.4M	0.0%	+80.70%	0
MATHER GROUP, LLC.	Increased	20,226(+22.9%)	$4.3M	0.0%	+22.53%	32
TIAA TRUST, NATIONAL ASSOCIATION	Increased	18,858(+4.7%)	$4M	0.0%	+44.25%	28
D.A. DAVIDSON & CO.	Decreased	15,974(-2.9%)	$3.4M	0.0%	+76.22%	0
TUDOR INVESTMENT CORP ET AL	Decreased	14,287(-3.2%)	$3M	0.0%	+7.39%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	12,246	$2.6M	0.0%	+3.01%	36
SCOTIA CAPITAL INC.	Increased	12,049(+0.9%)	$2.6M	0.0%	+28.86%	26
BROWN BROTHERS HARRIMAN & CO	Unchanged	11,074	$2.3M	0.0%	+41.63%	0
Fisher Asset Management, LLC	Increased	10,829(+14.8%)	$2.3M	0.0%	+8.49%	30
Point72 Asset Management, L.P.	New	10,798	$2.3M	0.0%	+3.01%	36
Aptus Capital Advisors, LLC	Increased	10,537(+2.1%)	$2.2M	0.0%	+22.22%	27
WHITTIER TRUST CO	Unchanged	10,186	$2.2M	0.0%	+76.29%	0
COMMERCE BANK	Unchanged	10,188	$2.2M	0.0%	+84.81%	0
DAVENPORT & Co LLC	Increased	9,837(+32.6%)	$2.1M	0.0%	+23.35%	33
GLENMEDE TRUST CO NA	Increased	8,218(+1.2%)	$1.7M	0.0%	+66.90%	26
M&T BANK CORP	Decreased	10,239(-98.8%)	$1.6M	0.0%	+127.84%	0
BANK OF NOVA SCOTIA	Increased	7,555(+3.7%)	$1.6M	0.0%	+16.80%	27
Rathbones Group PLC	Increased	7,268(+0.1%)	$1.5M	0.0%	+41.98%	25
Qube Research & Technologies Ltd	Increased	7,147(+223.1%)	$1.5M	0.0%	+7.54%	41
Gotham Asset Management, LLC	Unchanged	6,733	$1.4M	0.0%	+15.23%	0
JOHNSON INVESTMENT COUNSEL INC	Increased	6,103(+1.9%)	$1.3M	0.0%	+50.13%	26
VANGUARD GROUP INC	Increased	5,949(+0.9%)	$1.3M	0.0%	+12.29%	17
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Increased	5,823(+269.0%)	$1.2M	0.0%	+5.82%	41
Vanguard Personalized Indexing Management, LLC	Decreased	5,650(-32.9%)	$1.2M	0.0%	+23.97%	0
Chevy Chase Trust Holdings, LLC	Unchanged	5,474	$1.2M	0.0%	+41.99%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Unchanged	5,326	$1.1M	0.0%	+117.16%	0
NewEdge Wealth, LLC	Increased	5,096(+15.0%)	$1.1M	0.0%	+21.46%	29
Neuberger Berman Group LLC	Increased	4,778(+67.4%)	$1M	0.0%	+24.82%	37
YOUSIF CAPITAL MANAGEMENT, LLC	New	4,493	$960,109	0.0%	+3.01%	35
BENJAMIN EDWARDS INC	Increased	4,515(+249.5%)	$957,659	0.0%	+6.00%	40
QRG CAPITAL MANAGEMENT, INC.	Increased	4,303(+94.0%)	$912,513	0.0%	+9.17%	40
DEUTSCHE BANK AG\	Increased	4,287(+117.6%)	$909,145	0.0%	+27.61%	40
First Command Advisory Services, Inc.	Decreased	4,182(-1.9%)	$886,877	0.0%	+33.03%	0
CIBC WORLD MARKET INC.	Increased	4,180(+31.2%)	$886,453	0.0%	+22.18%	32
HSBC HOLDINGS PLC	Unchanged	3,950	$837,677	0.0%	+63.95%	0
Boston Partners	New	3,707	$786,286	0.0%	+3.01%	34
Kovitz Investment Group Partners, LLC	Decreased	3,379(-99.5%)	$716,769	0.0%	+20.66%	0
Russell Investments Group, Ltd.	Increased	2,896(+22.1%)	$614,102	0.0%	+13.93%	29
Haverford Trust Co	Increased	2,691(+9.7%)	$570,680	0.0%	+44.86%	27
Empower Advisory Group, LLC	Increased	2,596(+30.4%)	$550,534	0.0%	+25.96%	31
Empowered Funds, LLC	Decreased	2,358(-15.1%)	$500,061	0.0%	+7.39%	0
Vident Advisory, LLC	Decreased	2,254(-27.9%)	$478,162	0.0%	+17.77%	0
NATIONAL BANK OF CANADA /FI/	Increased	2,118(+15.1%)	$449,037	0.0%	+60.84%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	1,954(-2.5%)	$414,385	0.0%	+41.58%	0
Wealthfront Advisers LLC	Increased	1,897(+52.3%)	$402,297	0.0%	+5.84%	33
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Decreased	1,792(-3.5%)	$388,398	0.0%	+70.21%	0
Marex Group plc	Decreased	1,553(-14.8%)	$329,345	0.0%	+7.39%	0
Williams Jones Wealth Management, LLC.	Unchanged	1,478	$313,439	0.0%	+77.08%	0
Clark Capital Management Group, Inc.	Increased	1,321(+29.0%)	$280,144	0.0%	+6.37%	29
LAZARD ASSET MANAGEMENT LLC	Unchanged	1,150	$243,881	0.0%	+153.90%	0
MAIRS & POWER INC	New	1,143	$242,396	0.0%	+3.01%	32
AXXCESS WEALTH MANAGEMENT, LLC	Increased	1,063(+2.1%)	$225,447	0.0%	+31.10%	23
KING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	1,026	$217,584	0.0%	+14.20%	0
ZACKS INVESTMENT MANAGEMENT	Increased	982(+0.4%)	$208,302	0.0%	+7.37%	23
Mirae Asset Global Investments Co., Ltd.	New	700	$148,449	0.0%	+3.01%	31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Unchanged	379	$80,354	0.0%	+56.00%	0
GREAT LAKES ADVISORS, LLC	Increased	200(+1900.0%)	$42,331	0.0%	+3.67%	33
SIMPLEX TRADING, LLC	New	117	$24,812	0.0%	+3.01%	29
Brandywine Global Investment Management, LLC	Decreased	51(-89.5%)	$10,816	0.0%	+15.11%	0
HRT FINANCIAL LP	Increased	29,588(+0.3%)	$6,274	0.0%	+7.38%	16
EXCHANGE TRADED CONCEPTS, LLC	Decreased	12(-55.6%)	$2,545	0.0%	+14.20%	0
Capula Management Ltd	Exited	0(-100.0%)	$5.2M	0.0%	+4.26%	0
Belvedere Trading LLC	Exited	0	$0	0.0%	+4.26%	0

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