ISHARES S&P 500 VALUE ETF (IVE) Stock Institutional Trading Activity


ISHARES S&P 500 VALUE ETF (IVE) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Mairs & Power Growth Fund, Sequoia Financial Advisors, and Matrix Private Capital Group. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2022Sequoia Financial AdvisorsSell-4,22210,937$1,406
Q3 2022Renaissance Technologies LLCBuy10,50015,300$1,966
Q2 2022Matrix Private Capital GroupSell-1134,464$614
Q2 2022Sequoia Financial AdvisorsBuy47515,159$2,086
Q1 2022Renaissance Technologies LLCSell-8,8004,800$747
Q1 2022Sequoia Financial AdvisorsBuy4,44214,684$2,287
Q4 2021Matrix Private Capital GroupBuy3734,577$717
Q4 2021Sequoia Financial AdvisorsBuy8,76010,242$1,604
Q4 2021Renaissance Technologies LLCBuy4,80013,600$2,130
Q3 2021Sequoia Financial AdvisorsSell-6,7871,482$216
Q3 2021Matrix Private Capital GroupBuy2004,204$611
Q3 2021Renaissance Technologies LLCBuy2,1008,800$1,280
Q1 2021Renaissance Technologies LLCSell-4,8006,700$946
Q1 2021Sequoia Financial AdvisorsBuy218,269$1,168
Q4 2020Matrix Private Capital GroupBuy1744,004$513
Q4 2020Sequoia Financial AdvisorsSell-238,248$1,056
Q3 2020Sequoia Financial AdvisorsBuy8,2718,271$930
Q2 2020Sequoia Financial AdvisorsSell-7,5410$816
Q1 2020Matrix Private Capital GroupBuy613,830$369
Q1 2020Sequoia Financial AdvisorsBuy1377,541$726
Q1 2020Renaissance Technologies LLCBuy8,40011,500$1,107
Q4 2019Matrix Private Capital GroupBuy3,7693,769$490
Q4 2019Sequoia Financial AdvisorsSell-1,0897,404$963
Q3 2019Renaissance Technologies LLCBuy2003,100$369
Q3 2019Sequoia Financial AdvisorsBuy5508,493$1,012
Q2 2019Renaissance Technologies LLCSell-3,4002,900$338
Q1 2019Renaissance Technologies LLCSell-4,4006,300$710
Q1 2019Sequoia Financial AdvisorsBuy4,5227,943$895
Q4 2018Renaissance Technologies LLCBuy10,70010,700$1,082
Q3 2018Sequoia Financial AdvisorsSell-1933,421$396

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.