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 %
Jane Street
776
Jane Street
New York
$809K +$809K +4,332 New
TWM
777
TMD Wealth Management
Arizona
$804K -$374K -2,000 -32%
H
778
HoyleCohen
California
$803K +$187 +1 +0%
PA
779
Prism Advisors
California
$802K -$107K -573 -12%
ACM
780
Absolute Capital Management
Pennsylvania
$802K +$802K +4,292 New
CPSC
781
Carl P. Sherr & Co
Massachusetts
$801K -$53.4K -286 -6%
CS
782
Capital Square
Tennessee
$800K +$800K +4,284 New
WSFS
783
Wilmington Savings Fund Society
Delaware
$787K +$787K +4,215 New
CB
784
Community Bank
New York
$786K
LWANC
785
Laurel Wealth Advisors (North Carolina)
North Carolina
$785K -$132K -706 -14%
TCOTS
786
Trust Company of the South
North Carolina
$783K
MPCG
787
Matrix Private Capital Group
New York
$776K +$1.31K +7 +0.2%
CPA
788
Capital Planning Advisors
California
$775K
AL
789
Aspiriant LLC
California
$773K -$34.8K -186 -4%
CTC
790
Central Trust Company
Missouri
$772K
CAI
791
Capital Advisors Inc
Oklahoma
$769K -$11.2K -60 -1%
CST
792
Charles Schwab Trust
Nevada
$768K -$43K -230 -5%
NB
793
NBT Bank
New York
$765K +$16.8K +90 +2%
MMHP
794
Murphy Middleton Hinkle & Parker
Georgia
$758K +$28.6K +153 +4%
PCS
795
Personal CFO Solutions
New Jersey
$755K +$24.8K +133 +3%
CAM
796
Clarity Asset Management
Iowa
$755K -$1.04M -5,553 -58%
QWM
797
Quadcap Wealth Management
Texas
$751K +$81.1K +434 +12%
FMTC
798
Farmers & Merchants Trust Company
California
$747K
FWTB
799
First Western Trust Bank
Colorado
$735K -$21.5K -115 -3%
Chevy Chase Trust
800
Chevy Chase Trust
Maryland
$728K -$127K -680 -15%