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iShares S&P 500 Value ETF

1,425 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 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Shares
Change %
GG
476
GenWealth Group
New Jersey
$2.9M -$30.8K -156 -1%
EWM
477
Evercore Wealth Management
New York
$2.87M -$1.8M -9,124 -39%
CA
478
CoreCap Advisors
Michigan
$2.84M +$2.84M +14,388 New
SCM
479
SOL Capital Management
Maryland
$2.84M -$1.97K -10 -0.1%
KV
480
Kickstand Ventures
New York
$2.83M -$267K -1,354 -9%
PCH
481
PGIM Custom Harvest
New Jersey
$2.81M +$188K +954 +7%
CIBC World Market
482
CIBC World Market
Ontario, Canada
$2.78M +$1.21M +6,117 +77%
AWM
483
Avior Wealth Management
Nebraska
$2.77M -$156K -791 -5%
BJL
484
Brighton Jones LLC
Washington
$2.75M +$38.8K +197 +1%
GFP
485
Gryphon Financial Partners
Ohio
$2.73M -$90.3K -458 -3%
Principal Financial Group
486
Principal Financial Group
Iowa
$2.73M -$100K -507 -4%
BOH
487
Bank of Hawaii
Hawaii
$2.73M +$46.7K +237 +2%
RJT
488
Raymond James Trust
Florida
$2.72M +$337K +1,708 +14%
MBI
489
May Barnhard Investments
Maryland
$2.71M -$126K -640 -4%
SQA
490
Simon Quick Advisors
New Jersey
$2.71M -$306K -1,552 -10%
CWM
491
Certus Wealth Management
California
$2.68M +$2.68M +13,596 New
APCM
492
Alaska Permanent Capital Management
Alaska
$2.65M +$2.65M +13,450 New
FRA
493
FFG Retirement Advisors
Colorado
$2.64M +$1.18K +6 +0%
TIM
494
Thompson Investment Management
Wisconsin
$2.64M +$74.7K +379 +3%
Citadel Advisors
495
Citadel Advisors
Florida
$2.64M +$2.5M +12,691 +1,816%
BAM
496
Brave Asset Management
New Jersey
$2.64M +$26K +132 +1%
GCM
497
Gables Capital Management
Florida
$2.63M
CFP
498
Catalyst Financial Partners
Massachusetts
$2.62M -$1.77M -8,961 -40%
SWA
499
Strategies Wealth Advisors
Michigan
$2.6M -$79.9K -405 -3%
AWA
500
Alta Wealth Advisors
Massachusetts
$2.59M +$610K +3,095 +31%