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iShares S&P 500 Value ETF

1,536 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, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+112
Holders Change %
+7.87%
% of All Funds
20.45%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
401
Flagstar Advisors
New York
$4.44M +$140K +731 +3%
QWP
402
Quotient Wealth Partners
Texas
$4.42M -$283K -1,484 -6%
RWM
403
RKL Wealth Management
Pennsylvania
$4.41M -$1.45M -7,591 -25%
GEA
404
Glen Eagle Advisors
New Jersey
$4.32M -$61.8K -324 -1%
CPIG
405
Chicago Partners Investment Group
Illinois
$4.32M -$55.8K -292 -1%
PB
406
Pinnacle Bancorp
Nebraska
$4.28M -$28.4K -149 -0.7%
FWP
407
Falcon Wealth Planning
California
$4.26M -$76.2K -399 -2%
RSF
408
Rik Saylor Financial
Ohio
$4.26M +$4.26M +22,335 New
SFS
409
Sharp Financial Services
Pennsylvania
$4.26M +$4.26M +22,314 New
AAS
410
Ameritas Advisory Services
Nebraska
$4.25M +$1.25M +6,552 +42%
PPC
411
Park Place Capital
Alabama
$4.25M +$45.6K +239 +1%
LWL
412
Leo Wealth LLC
Texas
$4.25M +$1.15K +6 +0%
IUHSA
413
Itau Unibanco Holding S.A.
Brazil
$4.24M +$4.24M +22,230 New
LFAS
414
Level Four Advisory Services
Texas
$4.22M -$14.9K -78 -0.4%
ST
415
Smithfield Trust
Pennsylvania
$4.21M +$36.4K +191 +0.9%
WB
416
WesBanco Bank
West Virginia
$4.19M -$30.2K -158 -0.7%
HWM
417
Hobbs Wealth Management
Indiana
$4.19M +$4.19M +21,934 New
SNWA
418
Siligmueller & Norvid Wealth Advisors
Illinois
$4.15M +$4.15M +21,732 New
SPAS
419
Spectrum Planning & Advisory Services
California
$4.01M +$293K +1,534 +8%
JHCP
420
Jackson Hole Capital Partners
Oklahoma
$3.93M -$3.63K -19 -0.1%
APCM
421
Alaska Permanent Capital Management
Alaska
$3.92M +$1.35M +7,071 +53%
TRIA
422
Trail Ridge Investment Advisors
Colorado
$3.9M +$98.5K +516 +3%
BFS
423
Bare Financial Services
Pennsylvania
$3.88M -$121K -634 -3%
TVM
424
True Vision MN
Minnesota
$3.88M +$129K +675 +3%
MWM
425
Mosley Wealth Management
California
$3.87M +$372K +1,886 +11%