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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 %
RIS
476
Retirement Income Solutions
Michigan
$2.62M -$8.59K -46 -0.3%
BOH
477
Bank of Hawaii
Hawaii
$2.6M -$151K -808 -5%
PPWM
478
Perissos Private Wealth Management
Oklahoma
$2.57M +$2.57M +13,777 New
TWM
479
Tolleson Wealth Management
Texas
$2.57M
MWM
480
Mission Wealth Management
California
$2.56M +$707K +3,786 +38%
BJL
481
Brighton Jones LLC
Washington
$2.56M +$76.6K +410 +3%
SCG
482
Sonata Capital Group
Washington
$2.56M +$16.8K +90 +0.7%
FPAS
483
Focus Partners Advisor Solutions
Missouri
$2.55M +$1.7M +9,079 +198%
PAIM
484
Punch & Associates Investment Management
Minnesota
$2.54M -$5.45M -29,192 -68%
SIS
485
Sound Income Strategies
Florida
$2.53M +$2.49M +13,354 +6,677%
ZIMP
486
Zimmermann Investment Management & Planning
Pennsylvania
$2.52M +$1.39M +7,419 +123%
PCIG
487
Partners Capital Investment Group
Massachusetts
$2.51M -$2.49M -13,330 -50%
Susquehanna International Group
488
Susquehanna International Group
Pennsylvania
$2.5M -$25.6M -137,262 -91%
GCM
489
Gables Capital Management
Florida
$2.49M
WCM
490
WealthBridge Capital Management
Ohio
$2.48M -$73.8K -395 -3%
LF
491
Lantz Financial
Illinois
$2.48M +$2.48M +13,292 New
BAM
492
Brave Asset Management
New Jersey
$2.47M -$125K -671 -5%
MCA
493
MSH Capital Advisors
Arizona
$2.47M -$293K -1,568 -11%
SPW
494
Sonoma Private Wealth
California
$2.42M -$598K -3,199 -20%
MAM
495
Milestone Asset Management
Pennsylvania
$2.42M +$2.42M +12,944 New
DAS
496
Diversify Advisory Services
Utah
$2.41M +$2.41M +13,006 New
OCM
497
Objective Capital Management
Ohio
$2.41M -$229K -1,225 -9%
SWA
498
Strategies Wealth Advisors
Michigan
$2.41M +$36.2K +194 +2%
SF
499
Synovus Financial
Georgia
$2.41M -$573K -3,068 -19%
TIM
500
Thompson Investment Management
Wisconsin
$2.4M +$296K +1,582 +14%