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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include United Capital Financial Advisors, Llc, Blue Edge Capital, Llc, Mercer Global Advisors Inc, 49 Wealth Management, Llc, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,027+1.3%78,702$17.87MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+23,297—23,297$5.29MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+29,376+23.3%155,184$35.24MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Sell-36-0.4%9,022$2.05MQ2 2026Aug 25, 2026
Envision Financial Transparency, LlcBuy+2,158—2,158$411.40KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+23,850+3.3%740,561$168.18MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcSell-4,189-25.3%12,401$2.82MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+56,848+50.7%168,907$38.35MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+839+9.1%10,064$2.29MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-362-14.5%2,141$486.13KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+24+6.7%380$86.27KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+36,217—36,217$8.22MQ2 2026Aug 18, 2026
Concorde Asset Management, LlcBuy+12,279—12,279$2.79MQ2 2026Aug 18, 2026
Glenview Trust CoSell-1,946-20.4%7,570$1.72MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,527+0.9%166,410$37.78MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+23+46.0%73$16.65KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-18-1.4%1,300$295.18KQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+4+0.3%1,397$332.67KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-95,161-14.4%565,412$128.43MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+76,736—76,736$17.42MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-27,246-9.5%261,071$59.28MQ2 2026Aug 17, 2026
Atlasmark Financial, IncBuy+15,953+42.5%53,513$12.15MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+6,335+52.1%18,493$4.20MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+4,506—4,506$1.02MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-3,804-15.3%21,136$4.80MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+2,863—2,863$650.07KQ2 2026Aug 17, 2026
Triton Financial Group IncSell-1,838-49.7%1,860$422.35KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-1,258-3.9%31,033$7.05MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+1,149+10.3%12,336$2.80MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+428+4.3%10,479$2.38MQ2 2026Aug 17, 2026
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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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