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iShares S&P 500 Value ETF

1,348 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
1,348
Holders Change
+97
Holders Change %
+7.75%
% of All Funds
19.54%
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 %
MWS
451
Maxwell Wealth Strategies
California
$2.97M +$2.97M +16,384 New
EWA
452
ERTS Wealth Advisors
Michigan
$2.96M -$21.9K -117 -0.7%
EIP
453
Ellis Investment Partners
Pennsylvania
$2.96M +$9.71K +52 +0.3%
SHA
454
Seneca House Advisors
Virginia
$2.95M +$18.5K +99 +0.6%
SQA
455
Simon Quick Advisors
New Jersey
$2.95M -$112K -598 -4%
CA
456
CoreCap Advisors
Michigan
$2.93M +$1.7M +9,108 +139%
CB
457
Cadence Bank
Mississippi
$2.91M +$13.5K +72 +0.5%
GS
458
GTS Securities
New York
$2.91M +$2.91M +15,601 New
MLA
459
My Legacy Advisors
Oregon
$2.9M +$2.9M +15,510 New
OFG
460
Oxford Financial Group
Indiana
$2.89M
OWMIAS
461
One Wealth Management Investment & Advisory Services
Florida
$2.82M +$2.82M +15,096 New
GFP
462
Gryphon Financial Partners
Ohio
$2.79M +$209K +1,119 +8%
GG
463
GenWealth Group
New Jersey
$2.76M -$78.6K -421 -3%
HPM
464
Hoxton Planning & Management
West Virginia
$2.76M +$2.76M +14,772 New
SVWG
465
Shared Vision Wealth Group
United States
$2.73M +$2.73M +14,599 New
GJIA
466
Glass Jacobson Investment Advisors
Maryland
$2.7M +$7.47K +40 +0.3%
SAW
467
Signal Advisors Wealth
Michigan
$2.7M +$1.46M +7,839 +118%
SAM
468
Sequent Asset Management
Texas
$2.69M +$1.43M +7,674 +114%
SCA
469
Southern Capital Advisors
Tennessee
$2.69M +$95.1K +509 +4%
SCM
470
SOL Capital Management
Maryland
$2.68M -$140K -750 -5%
GWP
471
Gen-Wealth Partners
Michigan
$2.68M +$2.68M +14,340 New
MBI
472
May Barnhard Investments
Maryland
$2.68M -$70.8K -379 -3%
MWM
473
Mosley Wealth Management
California
$2.65M +$1.16M +6,204 +78%
Principal Financial Group
474
Principal Financial Group
Iowa
$2.65M -$39K -209 -1%
JIC
475
Johnson Investment Counsel
Ohio
$2.62M +$673K +3,604 +35%