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IVE Institutional Ownership & 13F Holders | SmartMoneyDB

IVEISHARES TR

S&P 500 VAL ETF · CUSIP 464287408

Smart Money Ownership

Of the 7 tracked institutions holding IVE, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.2pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$1.9M

+2.5pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

IVE (ISHARES TR) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, IVE (ISHARES TR) is held with a combined value of $739.35M across 3,501,505 shares. The largest holder is BlackRock, Inc. with a position worth $547.71M. 4 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$739.35M

Total Shares Held

3,501,505

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

AQR CAPITAL MANAGEMENT LLC+19% shares~$1.7M CITADEL ADVISORS LLC+34% shares~$760.4K Gotham Asset Management, LLC+35% shares~$497.7K VANGUARD GROUP INC+1% shares~$11.3K

Biggest Sellers

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

Fisher Asset Management, LLC

0.00% of book-4.3%

$2.19M

Gotham Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$547.71M	2,593,920	0.01%	-11.7%
2	FMR LLC	$172.81M	818,444	0.01%	-0.2%
3	AQR CAPITAL MANAGEMENT LLC	$10.48M	49,642	0.00%	+19.1%
4	CITADEL ADVISORS LLC	$2.98M	14,100	0.00%	+34.3%
5	Fisher Asset Management, LLC	$2.19M	10,359	0.00%	-4.3%
6	Gotham Asset Management, LLC	$1.92M	9,091	0.01%	+35.0%
7	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 $547.71M, representing 0.01% of their portfolio. In total, 7 institutional investors hold IVE with a combined value of $739.35M.

What percentage of IVE is owned by institutional investors?

Institutional investors hold $739.35M worth of IVE stock across 7 positions. The largest institutional holder is BlackRock, Inc. with $547.71M 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.