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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 %
AIA
726
Accelerate Investment Advisors
California
$1.21M +$292K +1,530 +32%
LWANC
727
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.2M +$411K +2,151 +52%
GS
728
GWN Securities
Florida
$1.2M +$1.2M +6,120 New
SWM
729
Sendero Wealth Management
Texas
$1.2M +$249K +1,304 +26%
CI
730
Conning Inc
Connecticut
$1.2M -$161K -843 -12%
SPI
731
Sutton Place Investors
New York
$1.19M +$39.7K +208 +3%
WP
732
WMS Partners
Maryland
$1.19M -$30.9K -162 -3%
SAM
733
Silvercrest Asset Management
New York
$1.18M -$19.1K -100 -2%
PAMG
734
Patton Albertson Miller Group
Tennessee
$1.18M -$144K -754 -11%
CG
735
Corundum Group
Colorado
$1.18M
PIA
736
Perennial Investment Advisors
California
$1.17M +$11.8K +62 +1%
QCG
737
Quadrant Capital Group
Ohio
$1.17M -$323K -1,694 -22%
CC
738
Cadinha & Co
Hawaii
$1.16M +$2.48K +13 +0.2%
SFG
739
Sovereign Financial Group
Connecticut
$1.16M -$29.4K -154 -2%
PCA
740
Pallas Capital Advisors
Massachusetts
$1.15M -$2.1K -11 -0.2%
JIC
741
Joel Isaacson & Co
New York
$1.15M +$171K +897 +17%
CFD
742
Creative Financial Designs
Indiana
$1.15M +$21.6K +113 +2%
HNB
743
Hilltop National Bank
Wyoming
$1.15M -$98.9K -518 -8%
CRC
744
Curi RMB Capital
Illinois
$1.15M
SDWMA
745
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.15M
CS
746
Capital Square
Tennessee
$1.15M +$295K +1,503 +35%
MBT
747
Montecito Bank & Trust
California
$1.14M -$54.4K -285 -5%
WE
748
Wealth Effects
Massachusetts
$1.14M
EFG
749
Elios Financial Group
Ohio
$1.14M -$6.87K -36 -0.6%
CD
750
Chapin Davis
Maryland
$1.13M