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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 %
TCA
651
Transcend Capital Advisors
New Jersey
$1.53M -$288K -1,510 -16%
1CP
652
17 Capital Partners
Arizona
$1.51M +$61.1K +320 +4%
APP
653
Avantax Planning Partners
Iowa
$1.5M -$24.1K -126 -2%
TC
654
Trilogy Capital
California
$1.5M +$4.96K +26 +0.3%
CAWM
655
Capital A Wealth Management
Pennsylvania
$1.5M +$1.5M +7,858 New
MFT
656
Moisand Fitzgerald Tamayo
Florida
$1.5M -$79.8K -418 -5%
TIA
657
Tiemann Investment Advisors
California
$1.5M -$19.7K -103 -1%
CRI
658
Commonwealth Retirement Investments
Virginia
$1.49M +$2.48K +13 +0.2%
VWM
659
Venturi Wealth Management
Texas
$1.49M -$411K -2,154 -22%
SGI
660
Summit Global Investments
Utah
$1.49M +$678K +3,553 +83%
FWM
661
Fonville Wealth Management
Virginia
$1.49M -$186K -977 -11%
YCM
662
Yousif Capital Management
Michigan
$1.48M +$1.09M +5,700 +274%
GM
663
GeoWealth Management
Illinois
$1.48M +$1.18M +6,192 +393%
RW
664
Regimen Wealth
Georgia
$1.48M
WPC
665
White Pine Capital
Minnesota
$1.48M +$17.2K +90 +1%
MAV
666
Mason & Associates (Virginia)
Virginia
$1.47M -$16.2K -85 -1%
MWA
667
Midland Wealth Advisors
Illinois
$1.47M -$9.74K -51 -0.7%
HSA
668
HBK Sorce Advisory
Pennsylvania
$1.46M -$2.48K -13 -0.2%
ICP
669
Interchange Capital Partners
Pennsylvania
$1.46M +$61.5K +322 +4%
RFP
670
RCS Financial Planning
Maryland
$1.45M -$40.9K -214 -3%
CIBC World Market
671
CIBC World Market
Ontario, Canada
$1.45M -$1.24M -6,484 -46%
RIM
672
Redwood Investment Management
Arizona
$1.45M +$70.4K +369 +5%
CIR
673
Clear Investment Research
Georgia
$1.44M +$6.49K +34 +0.5%
CWM
674
Cahaba Wealth Management
Georgia
$1.44M -$39.3K -206 -3%
MCCA
675
Mill Creek Capital Advisors
Pennsylvania
$1.44M