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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 %
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$598K -$120K -641 -17%
WAM
852
WNY Asset Management
New York
$597K
GFA
853
Gallagher Fiduciary Advisors
Illinois
$596K +$2.06K +11 +0.3%
SOS
854
Silver Oak Securities
Tennessee
$596K +$174K +934 +41%
SW
855
SVB Wealth
Massachusetts
$596K -$15.9K -85 -3%
BCA
856
Ballentine Capital Advisors
South Carolina
$595K -$18K -97 -3%
KFI
857
Key Financial Inc
Pennsylvania
$593K
PI
858
PFG Investments
New York
$592K +$40.9K +219 +7%
ACGA
859
Atlanta Consulting Group Advisors
Georgia
$592K +$592K +3,167 New
LCGC
860
Legacy Capital Group California
California
$590K -$419K -2,242 -42%
Vanguard Group
861
Vanguard Group
Pennsylvania
$590K +$228K +1,220 +63%
SMA
862
Seven Mile Advisory
New Jersey
$589K -$1.87K -10 -0.3%
KA
863
Klingman & Associates
New York
$584K
RDFA
864
Ritter Daniher Financial Advisory
Ohio
$581K -$41.1K -220 -7%
TCA
865
Trifecta Capital Advisors
Illinois
$579K -$56.4K -302 -9%
DC
866
Davenport & Co
Virginia
$578K +$122K +655 +27%
TW
867
Towerpoint Wealth
California
$575K -$187 -1 -0%
OC
868
Oarsman Capital
Wisconsin
$575K +$25.6K +137 +5%
CA
869
Claro Advisors
Massachusetts
$567K +$11.2K +60 +2%
NL
870
Navalign LLC
California
$566K -$36.8K -197 -6%
OPW
871
Oxler Private Wealth
New York
$564K +$1.68K +9 +0.3%
DI
872
Disciplined Investments
Oklahoma
$562K +$39.4K +211 +8%
TTWM
873
TCV Trust & Wealth Management
Virginia
$558K
CIC
874
Carnegie Investment Counsel
Ohio
$558K -$37.4K -200 -6%
GSC
875
Grey Street Capital
Illinois
$557K +$557K +2,981 New