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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 %
SPWG
826
Sage Private Wealth Group
Illinois
$653K -$135K -723 -17%
FPW
827
Flagship Private Wealth
Massachusetts
$651K
AHC
828
Anderson Hoagland & Co
Missouri
$648K
AT
829
American Trust
Kentucky
$647K -$172K -920 -21%
NW
830
NewEdge Wealth
Pennsylvania
$643K +$78.6K +438 +14%
KLI
831
Kelman-Lazarov Inc
Tennessee
$636K
EFG
832
Embree Financial Group
Illinois
$635K +$41.3K +221 +7%
LW
833
Linscomb Wealth
Texas
$635K
JGIA
834
Jackson Grant Investment Advisers
Connecticut
$628K +$2.8K +15 +0.4%
LA
835
Lynch & Associates
Indiana
$627K -$18.7K -100 -3%
SSB
836
Sandy Spring Bank
Maryland
$627K +$45.6K +244 +8%
BTWM
837
Baker Tilly Wealth Management
Wisconsin
$624K
DT
838
Diversified Trust
Tennessee
$623K +$23.2K +124 +4%
PSP
839
Pacific Sage Partners
Washington
$622K +$214K +1,147 +53%
CWM
840
C2C Wealth Management
Arizona
$621K -$26.2K -140 -4%
CWMGP
841
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$617K +$3.36K +18 +0.5%
CAM
842
Campion Asset Management
Virginia
$613K -$82.8K -443 -12%
PFG
843
Pinnacle Financial Group
Illinois
$609K +$11K +59 +2%
HIP
844
HUB Investment Partners
Texas
$606K +$39K +209 +7%
BSWA
845
Bromfield Sneider Wealth Advisors
Massachusetts
$602K
AWA
846
Aaron Wealth Advisors
Illinois
$602K
KWM
847
Kingsview Wealth Management
Oregon
$601K +$147K +786 +32%
CCWM
848
Cassaday & Co Wealth Management
Virginia
$600K +$2.62K +14 +0.4%
SDAM
849
Shulman DeMeo Asset Management
New York
$600K +$2.43K +13 +0.4%
IWN
850
Independent Wealth Network
Iowa
$598K -$187 -1 -0%