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iShares S&P 500 Value ETF

1,432 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 492

0.29% less ownership

Funds ownership: 77.64%77.35% (-0.29%)

1% less funds holding in top 10

Funds holding in top 10: 109108 (-1)

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$5.34M
Net Calls
Net Calls Change

Top Sellers

1 -$420M
2 -$167M
3 -$138M
4
JP Morgan Chase
JP Morgan Chase
New York
-$120M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$3.25M
452
$3.24M
453
$3.23M
454
$3.22M
455
$3.2M
456
$3.19M
457
$3.18M
458
$3.12M
459
$3.1M
460
$3.08M
461
$3.08M
462
$3.07M
463
$3.07M
464
$3.07M
465
$3.06M
466
$3.06M
467
$3.05M
468
$3M
469
$2.99M
470
$2.98M
471
$2.97M
472
$2.96M
473
$2.93M
474
$2.92M
475
$2.92M