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iShares S&P 500 Value ETF

1,432 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 132 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 492

0.29% less ownership

Funds ownership: 77.64%77.35% (-0.29%)

1% less funds holding in top 10

Funds holding in top 10: 109108 (-1)

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$5.34M
Net Calls
Net Calls Change

Top Sellers

1 -$420M
2 -$167M
3 -$138M
4
JP Morgan Chase
JP Morgan Chase
New York
-$120M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$2.33M
527
$2.32M
528
$2.31M
529
$2.31M
530
$2.3M
531
$2.27M
532
$2.26M
533
$2.26M
534
$2.26M
535
$2.25M
536
$2.22M
537
$2.22M
538
$2.21M
539
$2.21M
540
$2.19M
541
$2.19M
542
$2.17M
543
$2.17M
544
$2.15M
545
$2.14M
546
$2.14M
547
$2.13M
548
$2.13M
549
$2.13M
550
$2.13M