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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 %
BFEC
676
Benjamin F. Edwards & Company
Missouri
$1.2M +$928K +4,970 +339%
TCBWMS
677
Texas Capital Bank Wealth Management Services
Texas
$1.2M -$988K -5,290 -45%
CCM
678
Coldstream Capital Management
Washington
$1.19M +$250K +1,340 +27%
CC
679
Cadinha & Co
Hawaii
$1.19M +$747 +4 +0.1%
WP
680
Westmount Partners
California
$1.19M +$80K +428 +7%
BP
681
BBR Partners
New York
$1.19M
CSPIA
682
Cary Street Partners Investment Advisory
Virginia
$1.18M +$37.7K +202 +3%
MBT
683
Montecito Bank & Trust
California
$1.17M -$208K -1,114 -15%
SC
684
Scotia Capital
Ontario, Canada
$1.16M +$266K +1,426 +30%
CWM
685
Connecticut Wealth Management
Connecticut
$1.16M -$500K -2,679 -30%
CG
686
Corundum Group
Colorado
$1.15M
KWMG
687
King Wealth Management Group
Florida
$1.15M +$34.5K +185 +3%
FT
688
Fiduciary Trust
Massachusetts
$1.14M -$21.5K -115 -2%
CAC
689
Certified Advisory Corp
Florida
$1.14M +$126K +673 +12%
1CP
690
17 Capital Partners
Arizona
$1.14M +$256K +1,372 +29%
LWM
691
Lakeridge Wealth Management
Ohio
$1.14M +$256K +1,369 +29%
SDWMA
692
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.13M -$31K -166 -3%
DCM
693
Dimension Capital Management
Florida
$1.13M
LC
694
Lindbrook Capital
California
$1.12M
BIM
695
Bridges Investment Management
Nebraska
$1.12M
WE
696
Wealth Effects
Massachusetts
$1.12M
WPWM
697
Windward Private Wealth Management
Kansas
$1.11M -$10.3K -55 -0.9%
WH
698
Whitcomb & Hess
Ohio
$1.11M -$120K -643 -10%
RCM
699
Raleigh Capital Management
North Carolina
$1.11M +$963K +5,153 +673%
BFG
700
Beacon Financial Group
Texas
$1.11M -$5.04M -26,969 -82%