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iShares S&P 500 Value ETF

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
576
Simon Quick Advisors
New Jersey
$2.03M -$591K -3,095 -23%
SPW
577
Sonoma Private Wealth
California
$2.01M -$45.2K -237 -2%
WT
578
Whittier Trust
California
$2.01M -$19.7K -103 -1%
WA
579
WBH Advisory
Maryland
$2M -$71.2K -373 -3%
TFF
580
The Family Firm
Maryland
$2M +$10.9K +57 +0.5%
RIS
581
Retirement Income Solutions
Michigan
$2M
CWM
582
Castle Wealth Management
Florida
$2M -$109K -570 -5%
MWM
583
Mission Wealth Management
California
$1.98M -$12.6K -66 -0.6%
SCG
584
Sonata Capital Group
Washington
$1.97M +$39.3K +206 +2%
GAM
585
Gemmer Asset Management
California
$1.97M +$179K +937 +10%
CM
586
Columbus Macro
Pennsylvania
$1.96M +$587K +3,076 +43%
TWP
587
Total Wealth Planning
Ohio
$1.95M -$8.02K -42 -0.4%
CB
588
Commerce Bank
Missouri
$1.95M +$206K +1,079 +12%
AWM
589
Able Wealth Management
New Jersey
$1.93M -$19.9K -104 -1%
WP
590
WealthPLAN Partners
Nebraska
$1.93M -$24.8K -130 -1%
CAG
591
Crestwood Advisors Group
Massachusetts
$1.93M +$91.4K +479 +5%
BOA
592
Birnam Oak Advisors
New York
$1.91M +$1.91M +10,000 New
CAM
593
Concorde Asset Management
Michigan
$1.91M -$13.9K -73 -0.7%
CFO
594
Custos Family Office
Texas
$1.88M +$180K +943 +11%
TP
595
Tranquility Partners
Tennessee
$1.88M +$13.5K +70 +0.7%
NFP
596
NorthLanding Financial Partners
New York
$1.87M +$1.15K +6 +0.1%
RAS
597
RPS Advisory Solutions
Kentucky
$1.87M +$1.6M +8,399 +600%
QCM
598
Quantinno Capital Management
New York
$1.86M -$484K -2,534 -21%
S
599
Sachetta
Massachusetts
$1.86M +$27.3K +143 +1%
SI
600
Stephens Inc
Arkansas
$1.85M -$24.1K -126 -1%