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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 %
SIC
551
Sterling Investment Counsel
New York
$2.08M -$91.5K -464 -4%
RIS
552
Retirement Income Solutions
Michigan
$2.06M -$73K -370 -3%
MWM
553
Mission Wealth Management
California
$2.06M +$130K +660 +7%
TFF
554
The Family Firm
Maryland
$2.05M +$19.9K +101 +1%
NCM
555
Neumann Capital Management
California
$2.05M +$2.05M +10,405 New
TF
556
Theory Financial
Colorado
$2.04M +$201K +1,034 +11%
TWP
557
Total Wealth Planning
Ohio
$2.03M -$90.1K -457 -4%
WP
558
WealthPLAN Partners
Nebraska
$2.02M -$15.5M -78,802 -88%
AWM
559
Able Wealth Management
New Jersey
$2.02M -$213K -1,080 -10%
GWP
560
Gateway Wealth Partners
Wisconsin
$2.02M +$125K +634 +7%
KBFS
561
Kohmann Bosshard Financial Services
Ohio
$2.01M +$12.4K +63 +0.6%
SCG
562
Sonata Capital Group
Washington
$2M -$683K -3,463 -25%
ACA
563
Aptus Capital Advisors
Alabama
$1.99M +$73.5K +373 +4%
CAM
564
Concorde Asset Management
Michigan
$1.98M +$73.3K +372 +4%
VWM
565
Venturi Wealth Management
Texas
$1.97M +$316K +1,602 +19%
ANTB
566
AMG National Trust Bank
Colorado
$1.95M -$20.9K -106 -1%
SB
567
Strategic Blueprint
Georgia
$1.95M +$20.1K +102 +1%
SI
568
Stephens Inc
Arkansas
$1.94M -$21.7K -110 -1%
NFP
569
NorthLanding Financial Partners
New York
$1.93M -$10.6K -54 -0.5%
LF
570
Lee Financial
Texas
$1.92M -$125K -635 -6%
WPW
571
Waldron Private Wealth
Pennsylvania
$1.91M
TP
572
Tranquility Partners
Tennessee
$1.91M -$30K -152 -2%
AFS
573
AFG Fiduciary Services
Massachusetts
$1.9M -$10.1K -51 -0.5%
BWP
574
Bernardo Wealth Planning
Pennsylvania
$1.9M +$8.22K +41 +0.4%
CAG
575
Crestwood Advisors Group
Massachusetts
$1.9M -$267K -1,354 -12%