13FPulse
IV

IVE ISHARES S&P 500 VALUE ETF

2026Q2 · CUSIP 464287408 · Sector: Other

Cooling

Net holder growth weakened from last quarter

Funds that own it
1,729
Institutions that reported holding it to the SEC
Net increase in holders
+16
Last quarter 1,713 → now 1,729
How unusual is that
Above average
Stronger buying than 79% of US stocks
What the filings say, in one paragraph

1,729 funds held IVE at the end of 2026Q2, up 16 from the quarter before. Buying has come off its highs, but funds are not exiting. IVE has had 27 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=718 2019Q4: holders=824 2020Q1: holders=762 2020Q2: holders=761 2020Q3: holders=770 2020Q4: holders=891 2021Q1: holders=911 2021Q2: holders=929 2021Q3: holders=932 2021Q4: holders=1037 2022Q1: holders=1072 2022Q2: holders=1061 2022Q3: holders=1039 2022Q4: holders=1112 2023Q1: holders=1121 2023Q2: holders=1146 2023Q3: holders=1142 2023Q4: holders=1250 2024Q1: holders=1351 2024Q2: holders=1363 2024Q3: holders=1438 2024Q4: holders=1557 2025Q1: holders=1529 2025Q2: holders=1535 2025Q3: holders=1576 2025Q4: holders=1694 2026Q1: holders=1713 2026Q2: holders=1729 -121 -60.5 +0 +60.5 +121 22910231816 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 27 times in its history

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

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
165
Change in large funds
+22
Total value they hold
$38.8B
Funds buying for the first time
148
Funds that sold out entirely
132
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.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

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