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iShares S&P 500 Value ETF

1,432 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 132 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 492

0.29% less ownership

Funds ownership: 77.64%77.35% (-0.29%)

1% less funds holding in top 10

Funds holding in top 10: 109108 (-1)

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$5.34M
Net Calls
Net Calls Change

Top Sellers

1 -$420M
2 -$167M
3 -$138M
4
JP Morgan Chase
JP Morgan Chase
New York
-$120M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
701
$1.2M
702
$1.19M
703
$1.19M
704
$1.19M
705
$1.19M
706
$1.19M
707
$1.19M
708
$1.18M
709
$1.18M
710
$1.18M
711
$1.17M
712
$1.17M
713
$1.17M
714
$1.16M
715
$1.16M
716
$1.16M
717
$1.14M
718
$1.14M
719
$1.14M
720
$1.13M
721
$1.13M
722
$1.12M
723
$1.12M
724
$1.11M
725
$1.1M