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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 %
HKIMG
801
Hutchens & Kramer Investment Management Group
Indiana
$726K +$726K +3,910 New
WTC
802
WhitTier Trust Company
Nevada
$724K
S
803
SignatureFD
Georgia
$715K +$16.8K +90 +2%
VC
804
Veracity Capital
Georgia
$711K +$153K +821 +27%
WWP
805
WR Wealth Planners
Missouri
$708K +$708K +3,789 New
AWM
806
Aspire Wealth Management
Massachusetts
$706K +$706K +3,780 New
FFA
807
First Foundation Advisors
California
$701K +$206K +1,101 +42%
HSBC Holdings
808
HSBC Holdings
United Kingdom
$697K -$1.69M -9,040 -71%
EWM
809
Empirical Wealth Management
Washington
$697K -$112K -600 -14%
SAM
810
Smartleaf Asset Management
Massachusetts
$691K +$5.96K +32 +0.9%
PCM
811
Parsons Capital Management
Rhode Island
$688K -$40.2K -215 -6%
PMAM
812
Picton Mahoney Asset Management
Ontario, Canada
$684K
ICG
813
InterOcean Capital Group
Tennessee
$682K
PWCM
814
Processus Wealth & Capital Management
Tennessee
$681K -$35.3K -189 -5%
CFO
815
CVA Family Office
Colorado
$678K
CCA
816
Clarity Capital Advisors
Florida
$673K +$2.99K +16 +0.4%
CCG
817
Catalina Capital Group
California
$672K +$672K +3,597 New
CIC
818
Chilton Investment Company
Connecticut
$671K
FAM
819
Frontier Asset Management
Wyoming
$671K -$1.1M -5,893 -62%
EIA
820
Edgemoor Investment Advisors
Maryland
$671K
PWH
821
Priebe Wealth Holdings
Minnesota
$670K -$36.1K -193 -5%
LWCFA
822
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$664K -$120K -665 -15%
AWA
823
ARQ Wealth Advisors
Arizona
$662K
GCM
824
Gallacher Capital Management
Colorado
$661K
CTA
825
Camelot Technology Advisors
California
$653K +$2.62K +14 +0.4%