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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 %
TIM
526
Total Investment Management
Arizona
$2.31M -$40.8K -207 -2%
ZIMP
527
Zimmermann Investment Management & Planning
Pennsylvania
$2.31M -$91.7K -465 -4%
CIS
528
Custom Index Systems
New York
$2.3M -$1.16M -5,861 -33%
FTUS
529
Flow Traders U.S.
New York
$2.27M -$1.42M -7,206 -39%
FCI
530
Financial Counselors Inc
Kansas
$2.26M +$31K +157 +1%
AG
531
AlTi Global
New York
$2.26M
WDG
532
Wealth Dimensions Group
Ohio
$2.26M -$19.7K -100 -0.9%
CRWM
533
Castle Rock Wealth Management
California
$2.25M +$2.25M +11,471 New
SIC
534
Salem Investment Counselors
North Carolina
$2.22M -$53.2K -270 -2%
MLA
535
My Legacy Advisors
Oregon
$2.22M -$1.41M -7,135 -39%
PA
536
PFG Advisors
Arizona
$2.21M +$80.4K +408 +4%
RBC
537
Roble Belko & Company
Pennsylvania
$2.21M
MWM
538
Mattern Wealth Management
Kansas
$2.19M
CWM
539
Castle Wealth Management
Florida
$2.17M -$98.8K -501 -4%
B
540
Bailard
California
$2.17M -$13K -66 -0.6%
G
541
GenTrust
Florida
$2.15M +$2.15M +10,900 New
BMCM
542
Bryn Mawr Capital Management
Pennsylvania
$2.14M
WA
543
WBH Advisory
Maryland
$2.14M -$1.58K -8 -0.1%
AWM
544
Axxcess Wealth Management
California
$2.13M +$681K +3,454 +47%
CC
545
Copperleaf Capital
North Carolina
$2.13M -$34.3K -174 -2%
SPW
546
Sonoma Private Wealth
California
$2.13M -$396K -2,010 -16%
DBIA
547
Dumont & Blake Investment Advisors
New Jersey
$2.13M -$2.12M -10,760 -50%
CWC
548
Carolinas Wealth Consulting
North Carolina
$2.12M +$7.49K +38 +0.4%
MWM
549
Marietta Wealth Management
Georgia
$2.11M +$592 +3 +0%
WT
550
Whittier Trust
California
$2.1M