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iShares S&P 500 Value ETF

1,425 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Shares
Change %
WH
701
Whitcomb & Hess
Ohio
$1.19M +$11.4K +58 +1%
SPI
702
Sutton Place Investors
New York
$1.19M +$61.7K +313 +5%
CAC
703
Certified Advisory Corp
Florida
$1.19M -$13.2K -67 -1%
CRC
704
Curi RMB Capital
Illinois
$1.19M +$472K +2,393 +66%
SDWMA
705
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M -$10.3K -52 -0.9%
EFG
706
Elios Financial Group
Ohio
$1.18M +$1.18M +5,985 New
WE
707
Wealth Effects
Massachusetts
$1.18M
ITB
708
Idaho Trust Bank
Idaho
$1.17M +$20.5K +104 +2%
WPWM
709
Windward Private Wealth Management
Kansas
$1.17M -$7.3K -37 -0.6%
LIA
710
LifePlan Investment Advisors
North Carolina
$1.17M +$71.8K +364 +7%
CFD
711
Creative Financial Designs
Indiana
$1.16M +$37.3K +189 +3%
TCM
712
Triumph Capital Management
Colorado
$1.16M +$594K +3,013 +105%
HWM
713
Hohimer Wealth Management
Washington
$1.16M
CCB
714
Country Club Bank
Missouri
$1.14M -$60.9K -310 -5%
TFO
715
Tarbox Family Office
California
$1.14M +$1.97K +10 +0.2%
RCM
716
Raleigh Capital Management
North Carolina
$1.14M -$13.4K -68 -1%
BFO
717
Boston Family Office
Massachusetts
$1.13M +$21.9K +111 +2%
CD
718
Chapin Davis
Maryland
$1.13M -$4.93K -25 -0.4%
CFS
719
CRA Financial Services
New Jersey
$1.12M +$146K +740 +15%
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$1.12M +$11K +56 +1%
AWA
721
Arkadios Wealth Advisors
Georgia
$1.11M +$86.2K +437 +8%
BSTWA
722
Blake Schutter Theil Wealth Advisors
Ohio
$1.1M +$1.1M +5,581 New
EAM
723
Evanson Asset Management
California
$1.1M +$591 +3 +0.1%
FPCG
724
Forum Private Client Group
Indiana
$1.1M +$13K +66 +1%
PPW
725
PACK Private Wealth
Minnesota
$1.09M -$26.4K -134 -2%