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iShares S&P 500 Value ETF

1,425 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Shares
Change %
O3W
826
Omni 360 Wealth
New Jersey
$746K +$72.6K +368 +11%
DCM
827
Dimension Capital Management
Florida
$745K -$444K -2,250 -37%
LCGC
828
Legacy Capital Group California
California
$742K +$57.4K +291 +8%
CCWM
829
Cassaday & Co Wealth Management
Virginia
$739K -$47.1K -239 -6%
CFG
830
Cooper Financial Group
California
$738K +$204K +1,033 +38%
EWM
831
Empirical Wealth Management
Washington
$735K -$887K -4,500 -55%
MMHP
832
Murphy Middleton Hinkle & Parker
Georgia
$733K -$18.1K -92 -2%
FWTB
833
First Western Trust Bank
Colorado
$722K -$21.3K -108 -3%
CCA
834
Clarity Capital Advisors
Florida
$718K +$4.14K +21 +0.6%
NPFS
835
Novak & Powell Financial Services
Florida
$716K
CFO
836
CVA Family Office
Colorado
$715K
SYBT
837
Stock Yards Bank & Trust
Kentucky
$713K -$694K -3,519 -49%
NG
838
Norden Group
Utah
$704K +$704K +3,568 New
GWA
839
Geometric Wealth Advisors
District of Columbia
$703K
APC
840
Aspire Private Capital
North Carolina
$702K +$131K +665 +23%
FPW
841
Flagship Private Wealth
Massachusetts
$702K +$16.4K +83 +2%
AHC
842
Anderson Hoagland & Co
Missouri
$701K
AWA
843
ARQ Wealth Advisors
Arizona
$694K -$1.57K -8 -0.2%
CCG
844
Catalina Capital Group
California
$692K -$73.7K -374 -10%
PCM
845
Parsons Capital Management
Rhode Island
$689K -$37.5K -190 -5%
SIS
846
Sound Income Strategies
Florida
$687K -$3.14M -15,912 -82%
Empower Advisory Group
847
Empower Advisory Group
Colorado
$683K +$53.8K +273 +9%
GCM
848
Gallacher Capital Management
Colorado
$680K
ICMM
849
Integrated Capital Management (Michigan)
Michigan
$680K +$680K +3,450 New
FWM
850
Foguth Wealth Management
Michigan
$676K -$88.2K -451 -12%