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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 %
BWA
726
BCU Wealth Advisors
Illinois
$961K +$961K +5,142 New
WI
727
Wintrust Investments
Illinois
$956K +$94.9K +508 +11%
JIC
728
Joel Isaacson & Co
New York
$951K +$71K +380 +8%
SWM
729
Sendero Wealth Management
Texas
$948K
IIA
730
IPG Investment Advisors
California
$945K +$135K +725 +17%
TF
731
Theory Financial
Colorado
$945K +$945K +5,057 New
PIA
732
Perennial Investment Advisors
California
$944K +$326K +1,744 +53%
PFA
733
Professional Financial Advisors
Nebraska
$944K +$81.1K +434 +9%
USCWA
734
U.S. Capital Wealth Advisors
Texas
$942K +$942K +5,043 New
SAM
735
Summit Asset Management
Tennessee
$942K -$5.6K -30 -0.6%
MCM
736
MidAtlantic Capital Management
Virginia
$936K
PMFA
737
Plante Moran Financial Advisors
Michigan
$934K +$71.7K +384 +8%
NFW
738
Noble Family Wealth
Florida
$934K
NEPWA
739
New England Private Wealth Advisors
Massachusetts
$932K +$1.86K +10 +0.2%
CFD
740
Creative Financial Designs
Indiana
$917K +$881K +4,715 +2,406%
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$917K +$229K +1,226 +33%
JFG
742
JMG Financial Group
Illinois
$911K -$30.5K -163 -3%
LIA
743
LifePlan Investment Advisors
North Carolina
$908K +$908K +4,863 New
IIC
744
Integrated Investment Consultants
Michigan
$907K +$33.4K +179 +4%
AA
745
Ancora Advisors
Ohio
$907K +$88.7K +475 +11%
CF
746
Centaurus Financial
California
$905K +$88K +471 +11%
CFS
747
CRA Financial Services
New Jersey
$905K +$51.7K +277 +6%
PWA
748
Provenance Wealth Advisors
Florida
$904K -$560 -3 -0.1%
FWM
749
Foguth Wealth Management
Michigan
$904K +$904K +4,838 New
FA
750
Fiduciary Alliance
South Carolina
$898K +$13K +70 +1%