IV

IVE ISHARES S&P 500 VALUE ETF

2026Q2 · CUSIP 464287408 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,772
Institutions that reported holding it to the SEC
Net increase in holders
+50
Last quarter 1,722 → now 1,772
How unusual is that
Top 10%
Stronger buying than 92% of US stocks
What the filings say, in one paragraph

1,772 funds held IVE at the end of 2026Q2, up 50 from the quarter before. That is stronger buying than 91.9% of US stocks — among the most piled-into names this quarter. IVE has had 28 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=255 2013Q4: holders=291 2014Q1: holders=299 2014Q2: holders=312 2014Q3: holders=320 2014Q4: holders=360 2015Q1: holders=357 2015Q2: holders=363 2015Q3: holders=360 2015Q4: holders=402 2016Q1: holders=419 2016Q2: holders=443 2016Q3: holders=446 2016Q4: holders=516 2017Q1: holders=522 2017Q2: holders=528 2017Q3: holders=544 2017Q4: holders=619 2018Q1: holders=626 2018Q2: holders=637 2018Q3: holders=647 2018Q4: holders=729 2019Q1: holders=724 2019Q2: holders=725 2019Q3: holders=719 2019Q4: holders=825 2020Q1: holders=763 2020Q2: holders=762 2020Q3: holders=771 2020Q4: holders=892 2021Q1: holders=912 2021Q2: holders=930 2021Q3: holders=933 2021Q4: holders=1039 2022Q1: holders=1074 2022Q2: holders=1063 2022Q3: holders=1041 2022Q4: holders=1113 2023Q1: holders=1124 2023Q2: holders=1149 2023Q3: holders=1145 2023Q4: holders=1253 2024Q1: holders=1356 2024Q2: holders=1368 2024Q3: holders=1443 2024Q4: holders=1564 2025Q1: holders=1537 2025Q2: holders=1542 2025Q3: holders=1582 2025Q4: holders=1701 2026Q1: holders=1722 2026Q2: holders=1772 -121 -60.5 +0 +60.5 +121 22910451861 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 20% — —
2025Q4 Top 5% — —
2025Q3 Top 10% — —
2024Q4 Top 5% — —
2024Q3 Top 5% — —
2024Q1 Top 1% in the market — —
2023Q4 Top 5% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
168
Change in large funds
+25
Total value they hold
$39.3B
Funds buying for the first time
147
Funds that sold out entirely
97
Price change that quarter
—
Funds holding puts (bearish)
5
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.