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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 %
HP
501
Holistic Planning
Texas
$2.4M +$12.1K +65 +0.5%
PCH
502
PGIM Custom Harvest
New Jersey
$2.4M +$60.2K +322 +3%
SIC
503
Sigma Investment Counselors
Michigan
$2.39M -$24.3K -130 -1%
LA
504
Lane & Associates
New Jersey
$2.39M +$65.6K +351 +3%
JGC
505
J. Goldman & Co
New York
$2.38M +$2.38M +12,750 New
FRA
506
FFG Retirement Advisors
Colorado
$2.35M +$2.35M +12,604 New
SIA
507
Sage Investment Advisers
New York
$2.35M -$13.6K -73 -0.6%
SF
508
SWP Financial
California
$2.34M +$77.2K +413 +3%
GWM
509
GSB Wealth Management
Connecticut
$2.34M +$253K +1,354 +12%
CI
510
Conning Inc
Connecticut
$2.33M
HIS
511
Harvest Investment Services
Illinois
$2.32M -$80.9K -433 -3%
MFG
512
Magnus Financial Group
New York
$2.31M +$228K +1,220 +11%
SFA
513
Sequoia Financial Advisors
Ohio
$2.28M -$1.01M -5,409 -31%
WFA
514
Wellspring Financial Advisors
Ohio
$2.28M +$4.3K +23 +0.2%
TIM
515
Total Investment Management
Arizona
$2.28M -$45.4K -243 -2%
HCC
516
Hirtle Callaghan & Co
Pennsylvania
$2.23M -$455K -2,435 -17%
CWM
517
Castle Wealth Management
Florida
$2.21M -$156K -833 -7%
GPWA
518
Great Point Wealth Advisors
Massachusetts
$2.21M
CWM
519
Centurion Wealth Management
Virginia
$2.21M +$2.21M +11,826 New
BMCM
520
Bryn Mawr Capital Management
Pennsylvania
$2.21M -$334K -1,788 -13%
SI
521
Stephens Inc
Arkansas
$2.21M +$174K +930 +9%
PCMC
522
Private Capital Management (Colorado)
Colorado
$2.19M -$41.1K -220 -2%
WA
523
WBH Advisory
Maryland
$2.17M -$24.1K -129 -1%
ES
524
Eagle Strategies
New York
$2.17M +$1.61M +8,597 +283%
AWM
525
Able Wealth Management
New Jersey
$2.17M -$9.15K -49 -0.4%