IVE icon

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 %
AC
676
AWM Capital
Arizona
$1.42M
EAM
677
Empirical Asset Management
Massachusetts
$1.42M -$23.3K -122 -2%
AF
678
Advisornet Financial
Minnesota
$1.41M -$2.48M -13,005 -64%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$1.41M +$916K +4,797 +186%
JSW
680
Journey Strategic Wealth
New Jersey
$1.41M +$16.4K +86 +1%
LBC
681
Lowe Brockenbrough & Co
Virginia
$1.4M -$12.4K -65 -0.9%
HBW
682
Hazlett, Burt & Watson
West Virginia
$1.38M +$621K +3,251 +82%
BA
683
Bristlecone Advisors
Washington
$1.38M -$7.64K -40 -0.5%
PWMG
684
Private Wealth Management Group
New Jersey
$1.38M -$1.91K -10 -0.1%
MCM
685
Magnolia Capital Management
New York
$1.38M -$63.9K -335 -4%
VPIM
686
Vanguard Personalized Indexing Management
California
$1.37M -$22.9K -120 -2%
BFS
687
Burkett Financial Services
South Carolina
$1.37M -$15.8K -83 -1%
AA
688
Argent Advisors
Louisiana
$1.37M +$62.6K +328 +5%
HIM
689
Hanlon Investment Management
New Jersey
$1.36M -$177K -929 -12%
CWA
690
Clearview Wealth Advisors
Oregon
$1.36M +$30.3K +159 +2%
LC
691
LTG Capital
Massachusetts
$1.36M -$111K -583 -8%
DPI
692
Diversified Portfolios Inc
Michigan
$1.36M +$8.59K +45 +0.6%
KIG
693
Kennedy Investment Group
New Jersey
$1.35M -$35.1K -184 -3%
SWA
694
SOA Wealth Advisors
New York
$1.34M -$58.2K -305 -4%
JIP
695
Jaffetilchin Investment Partners
Florida
$1.33M -$14.9K -78 -1%
CAM
696
Close Asset Management
United Kingdom
$1.33M
WPC
697
Wedmont Private Capital
Pennsylvania
$1.32M
FC
698
Fairscale Capital
New Hampshire
$1.32M +$382 +2 +0%
FT
699
Fiduciary Trust
Massachusetts
$1.31M -$2.1K -11 -0.2%
WS
700
Wedbush Securities
California
$1.3M +$14.7K +77 +1%