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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 %
UAG
576
United Advisor Group
Ohio
$1.72M +$1.45M +7,746 +522%
S
577
Sachetta
Massachusetts
$1.72M +$696 +4 +0%
CWA
578
Clearview Wealth Advisors
Oregon
$1.71M +$1.71M +9,148 New
MWM
579
Maripau Wealth Management
Indiana
$1.71M +$1.71M +9,135 New
KFAA
580
Klaas Financial Asset Advisors
Illinois
$1.7M +$187 +1 +0%
MIS
581
Morningstar Investment Services
Illinois
$1.7M +$1.7M +9,110 New
AWM
582
Axxcess Wealth Management
California
$1.69M +$516K +2,762 +44%
TFG
583
Taylor Financial Group
Virginia
$1.69M +$27.1K +145 +2%
GT
584
Glenview Trust
Kentucky
$1.69M -$29K -155 -2%
SA
585
SpiderRock Advisors
Delaware
$1.69M +$1.69M +9,278 New
FCI
586
Financial Counselors Inc
Kansas
$1.68M -$218K -1,168 -11%
PAMG
587
Patton Albertson Miller Group
Tennessee
$1.67M +$674K +3,607 +67%
ACM
588
Advisors Capital Management
New Jersey
$1.67M +$101K +539 +6%
CFO
589
Custos Family Office
Texas
$1.67M -$10.3K -55 -0.6%
PA
590
PFG Advisors
Arizona
$1.65M +$1.38M +7,407 +513%
PSA
591
Plum Street Advisors
Louisiana
$1.64M -$159K -805 -9%
CB
592
Commerce Bank
Missouri
$1.62M
MFT
593
Moisand Fitzgerald Tamayo
Florida
$1.62M -$49.9K -267 -3%
GWP
594
Gateway Wealth Partners
Wisconsin
$1.61M +$1.61M +8,645 New
VWM
595
Venturi Wealth Management
Texas
$1.61M +$1.36M +7,282 +541%
OA
596
Operose Advisors
Wisconsin
$1.6M +$1.6M +8,579 New
FFM
597
Forum Financial Management
Illinois
$1.59M -$14K -75 -0.9%
BWM
598
BigSur Wealth Management
Florida
$1.59M
BIG
599
Bush Investment Group
Georgia
$1.58M +$33.8K +181 +2%
Bank of Nova Scotia
600
Bank of Nova Scotia
Ontario, Canada
$1.58M +$1.07M +5,753 +214%