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iShares S&P 500 Value ETF

1,432 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 132 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 492

0.29% less ownership

Funds ownership: 77.64%77.35% (-0.29%)

1% less funds holding in top 10

Funds holding in top 10: 109108 (-1)

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$5.34M
Net Calls
Net Calls Change

Top Sellers

1 -$420M
2 -$167M
3 -$138M
4
JP Morgan Chase
JP Morgan Chase
New York
-$120M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
601
$1.68M
602
$1.68M
603
$1.67M
604
$1.66M
605
$1.65M
606
$1.64M
607
$1.64M
608
$1.64M
609
$1.64M
610
$1.63M
611
$1.63M
612
$1.59M
613
$1.59M
614
$1.59M
615
$1.59M
616
$1.58M
617
$1.58M
618
$1.57M
619
$1.56M
620
$1.55M
621
$1.55M
622
$1.54M
623
$1.54M
624
$1.54M
625
$1.54M