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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 %
DIP
651
DT Investment Partners
Pennsylvania
$1.33M +$673K +3,600 +103%
IAIM
652
International Assets Investment Management
Florida
$1.32M +$128K +692 +11%
DPI
653
Diversified Portfolios Inc
Michigan
$1.32M -$25.4K -136 -2%
SAM
654
Silvercrest Asset Management
New York
$1.32M -$112K -600 -8%
CIR
655
Clear Investment Research
Georgia
$1.31M -$19.4K -104 -1%
WPW
656
Watershed Private Wealth
Illinois
$1.31M -$5.98M -32,023 -82%
JIP
657
Jaffetilchin Investment Partners
Florida
$1.3M +$3.36K +18 +0.3%
CAM
658
Close Asset Management
United Kingdom
$1.3M
HNWA
659
Henrickson Nauta Wealth Advisors
Michigan
$1.29M +$21.3K +117 +2%
ICP
660
Interchange Capital Partners
Pennsylvania
$1.29M +$1.29M +6,861 New
WPC
661
Wedmont Private Capital
Pennsylvania
$1.28M +$1.47K +8 +0.1%
SF
662
Summit Financial
New Jersey
$1.28M -$108K -576 -8%
RIL
663
Rothschild Investment LLC
Illinois
$1.27M +$4.3K +23 +0.3%
SAM
664
Smithbridge Asset Management
Pennsylvania
$1.26M -$4.67K -25 -0.4%
PCA
665
Pallas Capital Advisors
Massachusetts
$1.25M +$144K +772 +13%
BWP
666
Balboa Wealth Partners
Arizona
$1.25M +$13.5K +72 +1%
CGA
667
Crescent Grove Advisors
Illinois
$1.25M -$347K -1,858 -22%
RIM
668
Redwood Investment Management
Arizona
$1.25M +$1.25M +6,688 New
WOC
669
West Oak Capital
California
$1.23M -$40.5K -217 -3%
WP
670
WMS Partners
Maryland
$1.23M -$119K -635 -9%
HNB
671
Hilltop National Bank
Wyoming
$1.22M +$1.22M +6,539 New
IWM
672
Iams Wealth Management
Nebraska
$1.22M -$19.4K -108 -2%
AA
673
Argent Advisors
Louisiana
$1.22M -$30.8K -165 -2%
LA
674
Legacy Advisors
Pennsylvania
$1.21M +$46.7K +250 +4%
CA
675
Continuum Advisory
Idaho
$1.21M +$538K +2,929 +80%