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iShares S&P 500 Value ETF

1,353 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
551
Concorde Asset Management
Michigan
$1.76M -$42.8K -235 -2%
WPW
552
Waldron Private Wealth
Pennsylvania
$1.76M
PCMU
553
Paragon Capital Management (Utah)
Utah
$1.75M -$57K -313 -3%
GWP
554
Gateway Wealth Partners
Wisconsin
$1.75M +$174K +954 +11%
PA
555
Procyon Advisors
Connecticut
$1.73M +$3.64K +20 +0.2%
TPWA
556
Twin Peaks Wealth Advisors
California
$1.73M +$382K +2,101 +28%
MA
557
MBA Advisors
Pennsylvania
$1.72M -$147K -809 -8%
BWP
558
Bernardo Wealth Planning
Pennsylvania
$1.72M +$2K +11 +0.1%
TF
559
Theory Financial
Colorado
$1.72M +$796K +4,375 +87%
MWM
560
Maripau Wealth Management
Indiana
$1.71M +$45K +247 +3%
PIMG
561
Patriot Investment Management Group
Tennessee
$1.68M
GT
562
Glenview Trust
Kentucky
$1.67M +$22.4K +123 +1%
MWA
563
Midland Wealth Advisors
Illinois
$1.66M -$310K -1,701 -16%
KFAA
564
Klaas Financial Asset Advisors
Illinois
$1.66M
PAIM
565
Punch & Associates Investment Management
Minnesota
$1.64M -$836K -4,594 -34%
PSA
566
Plum Street Advisors
Louisiana
$1.63M +$122K +669 +8%
TFG
567
Taylor Financial Group
Virginia
$1.63M -$20K -110 -1%
CFO
568
Custos Family Office
Texas
$1.62M -$3.28K -18 -0.2%
UAG
569
United Advisor Group
Ohio
$1.62M -$60.6K -333 -4%
TC
570
Trilogy Capital
California
$1.62M +$95.2K +523 +6%
EAM
571
Empirical Asset Management
Massachusetts
$1.61M +$1.61M +8,828 New
BIG
572
Bush Investment Group
Georgia
$1.59M +$55.5K +305 +4%
ONB
573
Old National Bancorp
Indiana
$1.59M -$247K -1,356 -13%
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$101K +557 +7%
CB
575
Commerce Bank
Missouri
$1.58M