⌘K

IVE Institutional Ownership & 13F Holders | SmartMoneyDB

IVEISHARES TR

S&P 500 VAL ETF · CUSIP 464287408

Smart Money Ownership

Of the 9 tracked institutions holding IVE, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +6.6pt. It's a gauge of who owns the name, not just how many.

IVE (ISHARES TR) Institutional Ownership Summary

Among the 9 tracked institutional investors we monitor, IVE (ISHARES TR) is held with a combined value of $680.83M across 2,998,851 shares. The largest holder is BlackRock, Inc. with a position worth $458.79M. 3 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$680.83M

Total Shares Held

2,998,851

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

Point72 Asset Management, L.P.New position~$6.3M RENAISSANCE TECHNOLOGIES LLCNew position~$6.0M CITADEL ADVISORS LLCNew position~$5.3M AQR CAPITAL MANAGEMENT LLC+15% shares~$1.7M Fisher Asset Management, LLC+2% shares~$40.0K

13F Institutional Holders

Sort

AQR CAPITAL MANAGEMENT LLC

0.00% of book+15.3%

$12.99M

Point72 Asset Management, L.P.

0.01% of bookNew

$6.32M

RENAISSANCE TECHNOLOGIES LLC

Fisher Asset Management, LLC

0.00% of book+1.7%

$2.39M

Gotham Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$458.79M	2,020,568	0.01%	-22.1%
2	FMR LLC	$185.74M	818,023	0.01%	-0.1%
3	AQR CAPITAL MANAGEMENT LLC	$12.99M	57,215	0.00%	+15.3%
4	Point72 Asset Management, L.P.	$6.32M	27,849	0.01%	New
5	RENAISSANCE TECHNOLOGIES LLC	$5.98M	26,320	0.01%	New
6	CITADEL ADVISORS LLC	$5.29M	23,297	0.00%	New
7	Fisher Asset Management, LLC	$2.39M	10,539	0.00%	+1.7%
8	Gotham Asset Management, LLC	$2.06M	9,091	0.00%	-
9	VANGUARD GROUP INC	$1.26M	5,949	0.00%	+0.9%

Frequently Asked Questions

Which institutional investors own the most IVE stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of IVE with a position worth $458.79M, representing 0.01% of their portfolio. In total, 9 institutional investors hold IVE with a combined value of $680.83M.

Are hedge funds buying or selling IVE?

In the most recent quarter, 3 funds opened a new position in IVE. Additionally, 3 increased their holdings and 2 reduced their positions.

What percentage of IVE is owned by institutional investors?

Institutional investors hold $680.83M worth of IVE stock across 9 positions. The largest institutional holder is BlackRock, Inc. with $458.79M in holdings.

What is a 13F filing and why does it matter for IVE?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IVE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IVE institutional moves

Get notified when hedge funds change their IVE positions.