IVE icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$146M 780,598 -1,048 -0.1%
CAN
27
Cetera Advisor Networks
California
$141M 756,620 +127,184 +20%
MCM
28
MAI Capital Management
Ohio
$137M 734,925 +97,226 +15%
MML Investors Services
29
MML Investors Services
Massachusetts
$130M 696,742 +581,570 +505%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$126M 672,404 +15,873 +2%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M 641,110 -344,518 -35%
MMA
32
Miracle Mile Advisors
California
$117M 628,403 -80,536 -11%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$117M 626,981 +475,860 +315%
Lido Advisors
34
Lido Advisors
California
$111M 594,800 -285,611 -32%
Osaic Holdings
35
Osaic Holdings
Arizona
$105M 562,479 -329,697 -37%
KAS
36
Kestra Advisory Services
Texas
$103M 550,977 +24,526 +5%
Charles Schwab
37
Charles Schwab
California
$96.9M 518,485 -31,877 -6%
HighTower Advisors
38
HighTower Advisors
Illinois
$96.1M 514,717 -52,148 -9%
MCWS
39
McKinley Carter Wealth Services
West Virginia
$88.1M 471,711 +3,058 +0.7%
CWM
40
Calamos Wealth Management
Illinois
$87.8M 469,923 -2,878 -0.6%
SWPG
41
Strategic Wealth Partners Group
Illinois
$86.5M 462,991 +11,652 +3%
Betterment LLC
42
Betterment LLC
New York
$83.4M 446,531 -14,729 -3%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$80.8M 432,576 +32,593 +8%
LI
44
LVZ Inc
Michigan
$80.3M 429,611 -21,382 -5%
Truist Financial
45
Truist Financial
North Carolina
$76.1M 407,311 +21,247 +6%
HFBOT
46
Home Federal Bank of Tennessee
Tennessee
$74.2M 397,166 -7,525 -2%
Comerica Bank
47
Comerica Bank
Texas
$72.4M 387,706 -29,064 -7%
UFF
48
USA Financial Formulas
Michigan
$72.1M 385,722 +8,789 +2%
CA
49
Cetera Advisors
Colorado
$70.5M 377,377 +114,742 +44%
UCFA
50
United Capital Financial Advisors
Texas
$69.4M 371,351 +285,330 +332%