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iShares S&P 500 Value ETF

1,534 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 482 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+110
Holders Change %
+7.72%
% of All Funds
20.43%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
1.64%
New
204
Increased
571
Reduced
482
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
276
FAS Wealth Partners
Kansas
$8.74M -$29.8K -156 -0.3%
HI
277
Harbour Investments
Wisconsin
$8.7M -$839K -4,398 -9%
PFG
278
PAX Financial Group
Texas
$8.68M +$658K +3,447 +8%
LWP
279
LMG Wealth Partners
Louisiana
$8.66M +$15.7K +82 +0.2%
MA
280
Mutual Advisors
Nebraska
$8.6M -$1.19M -6,168 -12%
ACA
281
Ascension Capital Advisors
Texas
$8.45M +$8.25M +43,232 +4,185%
GVAG
282
Great Valley Advisor Group
Delaware
$8.31M +$101K +528 +1%
EDRH
283
Edmond de Rothschild Holding
Switzerland
$8.25M -$1.37M -7,196 -14%
T
284
Tidemark
California
$8.17M +$717K +3,754 +10%
EA
285
Efficient Advisors
Ohio
$8.14M -$986K -5,166 -11%
GWM
286
Geneos Wealth Management
Colorado
$8.13M +$66.8K +350 +0.8%
GWAM
287
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.11M -$2.96M -15,510 -27%
AG
288
Ascent Group
Virginia
$8.07M +$468K +2,454 +6%
CWS
289
Cypress Wealth Services
California
$8.04M +$387K +2,030 +5%
FTS
290
Fifth Third Securities
Ohio
$8.04M +$1.85M +9,700 +30%
CA
291
CoreCap Advisors
Michigan
$8.01M +$5.26M +27,549 +191%
EWA
292
EP Wealth Advisors
California
$7.96M +$314K +1,643 +4%
RSWM
293
Robertson Stephens Wealth Management
California
$7.91M -$3.57M -18,702 -31%
SG
294
StoneX Group
New York
$7.88M +$7.41M +38,814 +1,573%
TWM
295
TSA Wealth Management
Texas
$7.87M -$42.4K -222 -0.5%
AllianceBernstein
296
AllianceBernstein
Tennessee
$7.83M +$235K +1,233 +3%
UAS
297
United Asset Strategies
New York
$7.71M +$120K +631 +2%
CAL
298
Capital Advisors Ltd
Ohio
$7.69M +$161K +846 +2%
NF
299
Nvest Financial
New Hampshire
$7.66M +$232K +1,215 +3%
AWE
300
Avidian Wealth Enterprises
Texas
$7.54M -$67.6K -354 -0.9%