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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 %
GC
426
Garde Capital
Washington
$3.38M -$111K -595 -3%
MYIA
427
Mount Yale Investment Advisors
Colorado
$3.36M +$2.99M +16,008 +808%
WCF
428
West Coast Financial
California
$3.35M -$84.4K -452 -2%
TWM
429
Tradition Wealth Management
Minnesota
$3.32M +$2.9M +15,506 +691%
TPWA
430
TRUE Private Wealth Advisors
Oregon
$3.28M +$1.27M +6,824 +63%
PFA
431
Pinnacle Family Advisors
Missouri
$3.25M +$212K +1,135 +7%
TIAA Trust, National Association
432
TIAA Trust, National Association
North Carolina
$3.25M -$6.35K -34 -0.2%
SIA
433
Stegner Investment Associates
Kentucky
$3.24M -$413K -2,213 -11%
FTUS
434
Flow Traders U.S.
New York
$3.23M -$167K -892 -5%
SFWA
435
Summit Financial Wealth Advisors
Louisiana
$3.23M +$289K +1,545 +10%
TVM
436
True Vision MN
Minnesota
$3.21M +$3.21M +17,838 New
VFA
437
Valeo Financial Advisors
Indiana
$3.2M +$60.7K +335 +2%
Calamos Advisors
438
Calamos Advisors
Illinois
$3.19M +$155K +830 +5%
MFC
439
Morris Financial Concepts
South Carolina
$3.19M -$486K -2,603 -13%
PAA
440
Peregrine Asset Advisers
Oregon
$3.15M -$45.8K -245 -1%
TCM
441
Telos Capital Management
California
$3.14M +$6.73K +36 +0.2%
CWA
442
Clarus Wealth Advisors
Arizona
$3.13M -$16.5K -91 -0.5%
SIA
443
Schechter Investment Advisors
Michigan
$3.13M -$11K -59 -0.4%
FCBT
444
First Citizens Bank & Trust
North Carolina
$3.13M -$975K -5,219 -24%
MSWMA
445
Market Street Wealth Management Advisors
Indiana
$3.06M -$37.7K -202 -1%
TFA
446
Tobias Financial Advisors
Florida
$3.06M
AWP
447
Ascent Wealth Partners
New York
$3.05M +$58.8K +315 +2%
NL
448
NWAM LLC
Washington
$3.04M +$914K +5,023 +43%
DWA
449
Dorsey Wright & Associates
California
$3.02M -$461K -2,469 -13%
AWM
450
Avior Wealth Management
Nebraska
$2.98M -$92.5K -495 -3%