IVE icon

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 %
HCM
751
Highview Capital Management
Illinois
$897K -$1.87K -10 -0.2%
Vontobel Holding
752
Vontobel Holding
Switzerland
$888K
NWM
753
Napa Wealth Management
California
$884K -$1.34M -7,168 -60%
IWA
754
Inspirion Wealth Advisors
Illinois
$874K +$2.24K +12 +0.3%
NEWAS
755
N.E.W. Advisory Services
Wisconsin
$870K +$20K +107 +2%
BF
756
Blankinship & Foster
California
$868K -$3.36K -18 -0.4%
VVP
757
Venture Visionary Partners
Ohio
$863K +$37.6K +201 +5%
FCAS
758
First Command Advisory Services
Texas
$860K +$48.9K +262 +6%
TA
759
TrueWealth Advisors
Alabama
$858K +$100K +537 +13%
NSB
760
Norway Savings Bank
Maine
$857K -$55.5K -297 -6%
SFG
761
Sovereign Financial Group
Connecticut
$855K +$855K +4,579 New
MSA
762
Marino Stram & Associates
Massachusetts
$853K +$21.5K +115 +3%
MA
763
MCF Advisors
Kentucky
$851K
RFA
764
Resurgent Financial Advisors
Georgia
$850K +$518K +2,775 +157%
AEPWM
765
Atlantic Edge Private Wealth Management
Florida
$837K
GWS
766
Glassman Wealth Services
Virginia
$837K -$1.12K -6 -0.1%
MOS
767
MGO One Seven
Ohio
$836K +$354K +1,894 +73%
MSWM
768
McGlone Suttner Wealth Management
Wisconsin
$835K
D
769
Dentgroup
Louisiana
$835K +$835K +4,472 New
FWA
770
FSM Wealth Advisors
Ohio
$835K
CRC
771
Curi RMB Capital
Illinois
$825K
ZF
772
Zhang Financial
Michigan
$824K -$4.11K -22 -0.5%
MA
773
MKT Advisors
California
$818K -$6K -33 -0.7%
TGAM
774
TBH Global Asset Management
Tennessee
$816K -$32.7K -175 -4%
SCI
775
S&CO Inc
Massachusetts
$812K