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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 %
WPWM
751
Windward Private Wealth Management
Kansas
$1.13M
RCM
752
Raleigh Capital Management
North Carolina
$1.12M +$22.5K +118 +2%
HWM
753
Hohimer Wealth Management
Washington
$1.12M
Jane Street
754
Jane Street
New York
$1.12M -$377K -1,973 -25%
SPF
755
South Plains Financial
Texas
$1.11M +$1.11M +5,812 New
MW
756
Members Wealth
Pennsylvania
$1.11M +$1.11M +5,667 New
TFO
757
Tarbox Family Office
California
$1.11M +$1.91K +10 +0.2%
BFO
758
Boston Family Office
Massachusetts
$1.1M
CAC
759
Certified Advisory Corp
Florida
$1.1M -$52.3K -274 -5%
FFA
760
First Foundation Advisors
California
$1.1M +$64.9K +340 +6%
PFA
761
Professional Financial Advisors
Nebraska
$1.09M +$89.1K +467 +9%
ITB
762
Idaho Trust Bank
Idaho
$1.09M -$41K -215 -4%
Chevy Chase Trust
763
Chevy Chase Trust
Maryland
$1.09M -$385K -2,015 -26%
MFF
764
Michels Family Financial
Texas
$1.09M +$1.09M +5,685 New
CCB
765
Country Club Bank
Missouri
$1.08M -$30.3K -159 -3%
TCM
766
Triumph Capital Management
Colorado
$1.08M -$42.2K -221 -4%
AA
767
Ancora Advisors
Ohio
$1.07M +$68.1K +357 +7%
ZF
768
Zhang Financial
Michigan
$1.07M +$226K +1,182 +27%
SAG
769
SageView Advisory Group
California
$1.07M +$497K +2,606 +88%
BSTWA
770
Blake Schutter Theil Wealth Advisors
Ohio
$1.07M
HKIMG
771
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$34.2K +179 +3%
EAM
772
Evanson Asset Management
California
$1.06M +$191 +1 +0%
HNWA
773
Henrickson Nauta Wealth Advisors
Michigan
$1.06M
FPCG
774
Forum Private Client Group
Indiana
$1.06M -$4.77K -25 -0.4%
MA
775
MBA Advisors
Pennsylvania
$1.05M -$709K -3,713 -40%