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iShares S&P 500 Value ETF

1,354 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,354
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.69%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
826
Jackson Grant Investment Advisers
Connecticut
$615K +$2.73K +15 +0.4%
HIP
827
HUB Investment Partners
Texas
$614K +$23.8K +131 +4%
LA
828
Lynch & Associates
Indiana
$611K
EIA
829
Edgemoor Investment Advisors
Maryland
$608K -$45.5K -250 -7%
AA
830
Axiom Advisory
California
$607K +$607K +3,331 New
PSP
831
Pacific Sage Partners
Washington
$606K
CWM
832
C2C Wealth Management
Arizona
$605K
FAM
833
Frontier Asset Management
Wyoming
$603K -$50.8K -279 -8%
CWMGP
834
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$601K +$182 +1 +0%
PFG
835
Pinnacle Financial Group
Illinois
$593K
IWN
836
Independent Wealth Network
Iowa
$588K +$5.46K +30 +0.9%
MAM
837
Milestone Asset Management
Pennsylvania
$588K -$1.77M -9,716 -75%
AWA
838
Aaron Wealth Advisors
Illinois
$586K
NW
839
NewEdge Wealth
Pennsylvania
$586K -$66.8K -367 -10%
SDAM
840
Shulman DeMeo Asset Management
New York
$585K +$728 +4 +0.1%
DT
841
Diversified Trust
Tennessee
$584K -$22.6K -124 -4%
BCA
842
Ballentine Capital Advisors
South Carolina
$583K -$182 -1 -0%
Empower Advisory Group
843
Empower Advisory Group
Colorado
$581K +$116K +636 +25%
SW
844
SVB Wealth
Massachusetts
$580K -$182 -1 -0%
GFA
845
Gallagher Fiduciary Advisors
Illinois
$579K -$1.64K -9 -0.3%
KFI
846
Key Financial Inc
Pennsylvania
$578K
RWM
847
Ritholtz Wealth Management
New York
$577K +$55K +302 +11%
CF
848
Centaurus Financial
California
$577K -$305K -1,675 -35%
DC
849
Davenport & Co
Virginia
$577K +$13.6K +75 +2%
ACGA
850
Atlanta Consulting Group Advisors
Georgia
$576K