IVE icon

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 %
HFS
601
Heritage Financial Services
Massachusetts
$1.66M -$7.69K -39 -0.5%
EIA
602
Eldridge Investment Advisors
New Hampshire
$1.65M +$8.87K +45 +0.5%
MG
603
Mather Group
Illinois
$1.64M +$394K +1,998 +32%
BP
604
Ballentine Partners
Massachusetts
$1.64M +$83.4K +423 +5%
SFPG
605
Stonebridge Financial Planning Group
Florida
$1.64M -$19.5K -99 -1%
PSA
606
Plum Street Advisors
Louisiana
$1.64M -$132K -669 -7%
MFT
607
Moisand Fitzgerald Tamayo
Florida
$1.63M -$9.46K -48 -0.6%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$1.63M +$2.76K +14 +0.2%
EFS
609
Essex Financial Services
Connecticut
$1.59M -$588K -2,964 -27%
MWM
610
Modern Wealth Management
Kansas
$1.59M -$33.7K -171 -2%
BFG
611
Bleakley Financial Group
New Jersey
$1.59M -$40.4K -205 -2%
HIM
612
Hanlon Investment Management
New Jersey
$1.59M -$22.7K -115 -1%
HH
613
Hilltop Holdings
Texas
$1.58M +$45.3K +230 +3%
APP
614
Avantax Planning Partners
Iowa
$1.58M -$575K -2,916 -27%
TIA
615
Tiemann Investment Advisors
California
$1.57M +$21.5K +109 +1%
FLPIM
616
F.L. Putnam Investment Management
Massachusetts
$1.56M -$11.2K -57 -0.7%
HWM
617
HighMark Wealth Management
Minnesota
$1.55M -$67K -340 -4%
TC
618
Trilogy Capital
California
$1.55M -$203K -1,028 -12%
RFP
619
RCS Financial Planning
Maryland
$1.54M +$30.8K +156 +2%
Jane Street
620
Jane Street
New York
$1.54M +$382K +1,938 +33%
CRI
621
Commonwealth Retirement Investments
Virginia
$1.54M +$2.37K +12 +0.2%
QCG
622
Quadrant Capital Group
Ohio
$1.54M
RG
623
Rathbones Group
United Kingdom
$1.54M +$14.8K +75 +1%
FW
624
FullCircle Wealth
Texas
$1.53M +$49.3K +250 +3%
MAV
625
Mason & Associates (Virginia)
Virginia
$1.53M -$19.7K -100 -1%