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iShares S&P 500 Value ETF

1,347 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 489 increasing their positions, 420 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
Holding in Top 10
127
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+13.39%
% of All Funds
1.84%
New
183
Increased
489
Reduced
420
Closed
68
Calls
$22.9M
Puts
$1.74M
Net Calls
+$21.1M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
401
Bare Financial Services
Pennsylvania
$3.78M +$692K +3,872 +22%
RB
402
Renasant Bank
Mississippi
$3.77M -$11K -59 -0.3%
SFS
403
Sharp Financial Services
Pennsylvania
$3.75M +$391K +2,092 +12%
VPP
404
Vertex Planning Partners
Illinois
$3.74M +$3.48M +18,634 +1,369%
RL
405
Rogco LP
Oklahoma
$3.72M
AAS
406
Ameritas Advisory Services
Nebraska
$3.71M +$439K +2,403 +13%
LFAS
407
Level Four Advisory Services
Texas
$3.7M
CFS
408
Commonwealth Financial Services
West Virginia
$3.69M -$4.52K -26 -0.1%
CJH
409
Christopher J. Hasenberg
Wisconsin
$3.66M +$38.9K +208 +1%
GLLW
410
Graves Light Lenhart Wealth
Virginia
$3.65M -$407K -2,180 -10%
FAM
411
Family Asset Management
South Carolina
$3.64M -$70.2K -376 -2%
T
412
Tidemark
California
$3.64M +$2.88M +15,399 +376%
PFS
413
Prospera Financial Services
Texas
$3.63M +$137K +735 +4%
DWT
414
Dorsey & Whitney Trust
South Dakota
$3.62M -$255K -1,364 -7%
SWA
415
Sax Wealth Advisors
New Jersey
$3.61M +$30.3K +162 +0.8%
BCM
416
BTC Capital Management
Iowa
$3.6M +$3.6M +19,265 New
DP
417
Denver PWM
Colorado
$3.6M +$3.46M +37,664 +2,634%
ELC
418
Edgar Lomax Company
Virginia
$3.58M -$1.96M -10,472 -35%
TFG
419
Tilson Financial Group
New Jersey
$3.57M -$92.8K -497 -3%
NFG
420
Nations Financial Group
Iowa
$3.55M +$508K +2,721 +17%
FWP
421
Firethorn Wealth Partners
Georgia
$3.52M +$3.52M +18,868 New
DADC
422
D.A. Davidson & Co
Montana
$3.5M +$136K +727 +4%
SCA
423
St. Clair Advisors
Ohio
$3.48M
SCTC
424
Sanibel Captiva Trust Company
Florida
$3.47M +$7.47K +40 +0.2%
RFM
425
Royal Fund Management
Florida
$3.39M -$8.38M -44,730 -71%