IVE icon

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 %
CC
551
Copperleaf Capital
North Carolina
$1.91M +$1.91M +10,214 New
VCP
552
Verus Capital Partners
Arizona
$1.9M +$1.9M +10,183 New
MCC
553
Money Concepts Capital
Florida
$1.89M -$631K -3,376 -25%
AWA
554
Alta Wealth Advisors
Massachusetts
$1.89M +$1.68K +9 +0.1%
KBFS
555
Kohmann Bosshard Financial Services
Ohio
$1.89M
ONB
556
Old National Bancorp
Indiana
$1.88M -$18.7K -100 -1%
IA
557
IFG Advisory
Georgia
$1.88M +$1.88M +10,060 New
OC
558
Oppenheimer & Co
New York
$1.88M +$31.9K +171 +2%
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$1.87M +$1.08M +5,768 +136%
NFP
560
NorthLanding Financial Partners
New York
$1.86M -$58.7K -314 -3%
CWM
561
Cahaba Wealth Management
Georgia
$1.86M -$22.4K -120 -1%
EFS
562
Essex Financial Services
Connecticut
$1.86M +$73.2K +392 +4%
PCMU
563
Paragon Capital Management (Utah)
Utah
$1.85M -$750K -4,016 -29%
CAM
564
Concorde Asset Management
Michigan
$1.85M +$1.44M +7,701 +346%
ANTB
565
AMG National Trust Bank
Colorado
$1.85M +$211K +1,129 +13%
CIBC World Market
566
CIBC World Market
Ontario, Canada
$1.82M -$358K -1,914 -16%
TP
567
Tranquility Partners
Tennessee
$1.81M +$33.6K +180 +2%
WPW
568
Waldron Private Wealth
Pennsylvania
$1.81M
SWC
569
Spectrum Wealth Counsel
Indiana
$1.8M
WC
570
Wexford Capital
Florida
$1.79M +$1.79M +9,580 New
BBHC
571
Brown Brothers Harriman & Co
New York
$1.78M +$486K +2,599 +37%
PA
572
Procyon Advisors
Connecticut
$1.77M -$55.5K -297 -3%
PGF
573
Plan Group Financial
Oklahoma
$1.77M +$1.56M +8,326 +720%
BWP
574
Bernardo Wealth Planning
Pennsylvania
$1.76M -$1.31K -7 -0.1%
PIMG
575
Patriot Investment Management Group
Tennessee
$1.73M -$747 -4 -0%