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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 %
WDG
526
Wealth Dimensions Group
Ohio
$2.17M -$7.66K -41 -0.4%
SIC
527
Salem Investment Counselors
North Carolina
$2.16M
B
528
Bailard
California
$2.15M -$71.4K -382 -3%
AG
529
AlTi Global
New York
$2.14M +$560 +3 +0%
SFS
530
Sowell Financial Services
Arkansas
$2.14M +$2.14M +11,435 New
ACA
531
Aptus Capital Advisors
Alabama
$2.14M +$1.97M +10,534 +1,174%
APP
532
Avantax Planning Partners
Iowa
$2.13M -$39K -209 -2%
SB
533
Strategic Blueprint
Georgia
$2.11M +$2.11M +11,286 New
KV
534
Kickstand Ventures
New York
$2.1M +$2.1M +11,236 New
RBC
535
Roble Belko & Company
Pennsylvania
$2.09M
SIC
536
Sterling Investment Counsel
New York
$2.09M -$475K -2,543 -19%
MWM
537
Mattern Wealth Management
Kansas
$2.08M +$20.5K +110 +1%
IAG
538
Investment Advisory Group
Massachusetts
$2.06M +$38.3K +205 +2%
RJT
539
Raymond James Trust
Florida
$2.04M -$120K -645 -6%
MWA
540
Midland Wealth Advisors
Illinois
$2.02M -$59.6K -319 -3%
LF
541
Lee Financial
Texas
$2.01M -$95.8K -513 -5%
TWP
542
Total Wealth Planning
Ohio
$2.01M
MWM
543
Marietta Wealth Management
Georgia
$2M +$560 +3 +0%
WT
544
Whittier Trust
California
$1.99M
EWM
545
EPG Wealth Management
Georgia
$1.97M -$220K -1,177 -10%
CAG
546
Crestwood Advisors Group
Massachusetts
$1.93M +$59.4K +318 +3%
MA
547
MBA Advisors
Pennsylvania
$1.92M
DBIA
548
Dumont & Blake Investment Advisors
New Jersey
$1.92M +$19.1K +102 +1%
TFF
549
The Family Firm
Maryland
$1.92M -$40.5K -217 -2%
AFS
550
AFG Fiduciary Services
Massachusetts
$1.91M -$379K -2,056 -17%