ISHARES S&P 500 VALUE ETF (IVE) Institutional Ownership Changes & 13F Activity

ISHARES S&P 500 VALUE ETF (IVE) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Mairs & Power Growth Fund, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-2,21724,575$5,189,065
Q4 2025Renaissance Technologies LLCBuy27,60031,700$6,722,619
Q4 2025Mairs & Power Growth FundBuy1,1431,143$242,396
Q4 2025Sequoia Financial AdvisorsSell-54526,792$5,681,784
Q3 2025Sequoia Financial AdvisorsSell-1,30827,337$5,645,364
Q2 2025Renaissance Technologies LLCSell-9,4004,100$801,222
Q2 2025Sequoia Financial AdvisorsBuy1,04828,645$5,597,886
Q2 2025Matrix Private Capital GroupBuy1304,539$887,011
Q1 2025Sequoia Financial AdvisorsBuy18,06727,597$5,259,382
Q1 2025Matrix Private Capital GroupBuy554,409$840,267
Q4 2024Renaissance Technologies LLCSell-9,20013,500$2,576,880
Q4 2024Sequoia Financial AdvisorsSell-3,3439,530$1,819,139
Q3 2024Renaissance Technologies LLCBuy20,70022,700$4,475,759
Q3 2024Sequoia Financial AdvisorsBuy65112,873$2,538,174
Q3 2024Matrix Private Capital GroupBuy1004,354$858,478
Q2 2024Matrix Private Capital GroupBuy1004,254$774,271
Q2 2024Sequoia Financial AdvisorsBuy1212,222$2,224,497
Q1 2024Renaissance Technologies LLCSell-12,9782,000$374
Q1 2024Sequoia Financial AdvisorsSell-5,40912,210$2,280,933
Q1 2024Matrix Private Capital GroupBuy74,154$776,009
Q4 2023Sequoia Financial AdvisorsBuy4,93417,619$3,063,786
Q4 2023Renaissance Technologies LLCBuy2,17814,978$2,605
Q3 2023Renaissance Technologies LLCSell-16,10012,800$1,969
Q3 2023Matrix Private Capital GroupBuy684,147$641,458
Q3 2023Sequoia Financial AdvisorsSell-1412,685$1,951,493
Q2 2023Sequoia Financial AdvisorsSell-5,66512,699$2,046,986
Q2 2023Renaissance Technologies LLCBuy4,40028,900$4,658
Q1 2023Matrix Private Capital GroupSell-3934,079$619,029
Q1 2023Sequoia Financial AdvisorsSell-15618,364$2,786,875
Q4 2022Renaissance Technologies LLCBuy9,20024,500$3,554

Frequently asked questions about IVE activity

  • Which institutional owners are buying IVE?

    Institutional owners buying IVE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IVE activity?

    "Buy" means an investor increased their reported position in IVE compared to the prior reporting period. This reflects growing exposure to ISHARES S&P 500 VALUE ETF (IVE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IVE increasing?

    Institutional interest in IVE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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