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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 %
DC
851
Davenport & Co
Virginia
$673K +$47.9K +243 +8%
LW
852
Linscomb Wealth
Texas
$672K
KLI
853
Kelman-Lazarov Inc
Tennessee
$671K
JGIA
854
Jackson Grant Investment Advisers
Connecticut
$670K +$3.94K +20 +0.6%
EIA
855
Edgemoor Investment Advisors
Maryland
$669K +$10.5K +53 +2%
HIP
856
HUB Investment Partners
Texas
$665K
FC
857
Forte Capital
New York
$664K +$664K +3,370 New
LA
858
Lynch & Associates
Indiana
$662K
S
859
SignatureFD
Georgia
$653K -$102K -517 -14%
CWMGP
860
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$652K +$197 +1 +0%
CWM
861
C2C Wealth Management
Arizona
$647K
AA
862
Axiom Advisory
California
$646K +$11.6K +61 +2%
PFG
863
Pinnacle Financial Group
Illinois
$643K
BFA
864
Beacon Financial Advisory
Ohio
$642K +$70.4K +357 +12%
FPGK
865
Financial Partners Group (Kansas)
Kansas
$639K +$90.3K +458 +16%
SDAM
866
Shulman DeMeo Asset Management
New York
$633K -$394 -2 -0.1%
PWH
867
Priebe Wealth Holdings
Minnesota
$633K -$58.8K -298 -8%
EWA
868
EverSource Wealth Advisors
Alabama
$631K -$253K -1,282 -29%
FAM
869
Frontier Asset Management
Wyoming
$631K -$22.1K -112 -3%
KFI
870
Key Financial Inc
Pennsylvania
$626K
ACGA
871
Atlanta Consulting Group Advisors
Georgia
$624K
CTA
872
Camelot Technology Advisors
California
$624K -$59.4K -301 -9%
ES
873
Eagle Strategies
New York
$622K
SMA
874
Seven Mile Advisory
New Jersey
$621K
DI
875
Disciplined Investments
Oklahoma
$620K +$26.4K +134 +4%