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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 %
NFW
751
Noble Family Wealth
Florida
$986K
BIA
752
Benchmark Investment Advisors
Illinois
$984K -$5.92K -30 -0.6%
SWM
753
Sendero Wealth Management
Texas
$981K
VVP
754
Venture Visionary Partners
Ohio
$977K +$68.6K +348 +8%
KWM
755
Kingsview Wealth Management
Oregon
$972K +$199K +1,009 +26%
FA
756
Fiduciary Alliance
South Carolina
$972K +$23.5K +119 +2%
EAMA
757
EFG Asset Management (Americas)
Florida
$969K +$362K +1,834 +60%
KWMG
758
King Wealth Management Group
Florida
$966K -$248K -1,258 -20%
ACM
759
Absolute Capital Management
Pennsylvania
$965K +$1.78K +9 +0.2%
HSBC Holdings
760
HSBC Holdings
United Kingdom
$957K -$148K -750 -13%
MOS
761
MGO One Seven
Ohio
$949K -$10.1K -51 -1%
RFA
762
Resurgent Financial Advisors
Georgia
$948K +$25.2K +128 +3%
AIA
763
Accelerate Investment Advisors
California
$946K +$946K +4,796 New
PWA
764
Provenance Wealth Advisors
Florida
$942K -$592 -3 -0.1%
1SB
765
1ST Source Bank
Indiana
$938K -$34.1K -173 -4%
Vontobel Holding
766
Vontobel Holding
Switzerland
$937K
SAM
767
Summit Asset Management
Tennessee
$936K -$58.4K -296 -6%
PCS
768
Personal CFO Solutions
New Jersey
$931K +$78.5K +398 +9%
FMTC
769
Farmers & Merchants Trust Company
California
$923K -$4.46M -22,640 -83%
CAM
770
Clarity Asset Management
Iowa
$920K +$6.7K +34 +0.7%
NEWAS
771
N.E.W. Advisory Services
Wisconsin
$918K
AEPWM
772
Atlantic Edge Private Wealth Management
Florida
$916K +$32.3K +164 +4%
CB
773
Community Bank
New York
$909K
BF
774
Blankinship & Foster
California
$906K +$197 +1 +0%
WPW
775
Watershed Private Wealth
Illinois
$904K -$142K -722 -14%