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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 %
GT
601
Glenmede Trust
Pennsylvania
$1.85M +$407K +2,130 +28%
WPW
602
Waldron Private Wealth
Pennsylvania
$1.85M
BIG
603
Bush Investment Group
Georgia
$1.84M +$101K +529 +6%
AFS
604
AFG Fiduciary Services
Massachusetts
$1.83M -$13.9K -72 -0.8%
BWP
605
Balboa Wealth Partners
Arizona
$1.83M +$1.61M +8,427 +718%
ANTB
606
AMG National Trust Bank
Colorado
$1.83M -$56.3K -295 -3%
MG
607
Mather Group
Illinois
$1.82M +$233K +1,221 +15%
SFA
608
Sequoia Financial Advisors
Ohio
$1.82M -$638K -3,343 -26%
LF
609
Lee Financial
Texas
$1.81M -$41K -215 -2%
TWM
610
Thrive Wealth Management
Pennsylvania
$1.8M +$1.8M +9,434 New
BWP
611
Bernardo Wealth Planning
Pennsylvania
$1.79M
FF
612
Finley Financial
Nevada
$1.78M +$1.78M +9,255 New
KBFS
613
Kohmann Bosshard Financial Services
Ohio
$1.78M -$166K -870 -9%
PA
614
Pinnacle Associates
New York
$1.77M +$303K +1,585 +21%
PIMG
615
Patriot Investment Management Group
Tennessee
$1.77M
IA
616
IFG Advisory
Georgia
$1.76M +$1.76M +9,245 New
AFG
617
Atomi Financial Group
New York
$1.76M +$1.42M +7,431 +412%
IWM
618
Iams Wealth Management
Nebraska
$1.76M +$145K +758 +9%
GT
619
Glenview Trust
Kentucky
$1.75M
Bessemer Group
620
Bessemer Group
New Jersey
$1.74M
SAW
621
Signal Advisors Wealth
Michigan
$1.73M -$740K -3,874 -30%
TFG
622
Taylor Financial Group
Virginia
$1.72M
FW
623
FullCircle Wealth
Texas
$1.72M +$191K +971 +13%
PA
624
Procyon Advisors
Connecticut
$1.72M -$39.3K -206 -2%
EFS
625
Essex Financial Services
Connecticut
$1.71M +$181K +949 +12%