IVE icon

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 %
TIA
626
Tiemann Investment Advisors
California
$1.45M +$96.6K +517 +7%
HSA
627
HBK Sorce Advisory
Pennsylvania
$1.45M +$15.5K +83 +1%
PA
628
Pinnacle Associates
New York
$1.45M +$9.34K +50 +0.6%
RG
629
Rathbones Group
United Kingdom
$1.44M
WA
630
Waverly Advisors
Alabama
$1.39M +$628K +3,364 +82%
AC
631
AWM Capital
Arizona
$1.39M
BA
632
Bristlecone Advisors
Washington
$1.39M +$10.8K +58 +0.8%
DAS
633
Dynamic Advisor Solutions
Arizona
$1.39M +$24.5K +131 +2%
LBC
634
Lowe Brockenbrough & Co
Virginia
$1.38M
TNB
635
Thomasville National Bank
Georgia
$1.38M -$17.2K -92 -1%
CRI
636
Commonwealth Retirement Investments
Virginia
$1.38M +$1.38M +7,383 New
TPWA
637
Twin Peaks Wealth Advisors
California
$1.38M +$1.38M +7,382 New
KIG
638
Kennedy Investment Group
New Jersey
$1.38M -$8.78K -47 -0.6%
MCM
639
Magnolia Capital Management
New York
$1.38M -$178K -955 -11%
SAG
640
SageView Advisory Group
California
$1.37M +$71.2K +365 +5%
CPW
641
Catalyst Private Wealth
California
$1.37M +$341K +1,828 +33%
WPC
642
White Pine Capital
Minnesota
$1.37M -$109K -607 -7%
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$1.36M +$193K +1,032 +16%
SWA
644
SOA Wealth Advisors
New York
$1.36M -$64.4K -345 -5%
9WM
645
9258 Wealth Management
Ohio
$1.36M -$1.12K -6 -0.1%
BFS
646
Burkett Financial Services
South Carolina
$1.36M -$300K -1,604 -18%
QCM
647
Quantinno Capital Management
New York
$1.36M -$147K -787 -10%
PWMG
648
Private Wealth Management Group
New Jersey
$1.35M -$74.7K -400 -5%
GT
649
Glenmede Trust
Pennsylvania
$1.33M
SYBT
650
Stock Yards Bank & Trust
Kentucky
$1.33M