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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 %
IA
876
Insight Advisors
Pennsylvania
$556K
CPA
877
Cardiff Park Advisors
California
$555K
MG
878
Mather Group
Illinois
$555K -$122K -704 -18%
PWLP
879
Prio Wealth Limited Partnership
Massachusetts
$554K -$94.3K -505 -15%
GIM
880
Goelzer Investment Management
Indiana
$554K -$194K -1,037 -26%
Qube Research & Technologies (QRT)
881
Qube Research & Technologies (QRT)
United Kingdom
$551K -$17.4K -93 -3%
Citadel Advisors
882
Citadel Advisors
Florida
$551K -$971K -5,196 -64%
AB
883
Atlas Brown
Kentucky
$550K -$8.97K -48 -2%
FFS
884
Founders Financial Securities
Maryland
$549K +$107K +571 +24%
Kovitz Investment Group Partners
885
Kovitz Investment Group Partners
Illinois
$544K +$133K +711 +32%
CGFA
886
Colton Groome Financial Advisors
North Carolina
$544K -$65.8K -352 -11%
EPW
887
Evergreen Private Wealth
Colorado
$544K -$8.22K -44 -1%
LSAG
888
Lake Street Advisors Group
New Hampshire
$544K
PL
889
Plancorp LLC
Missouri
$542K +$14.8K +79 +3%
CL
890
CIM LLC
New York
$538K +$4.86K +26 +0.9%
SXL
891
Summit X LLC
Missouri
$537K -$28.8K -154 -5%
RWM
892
Ritholtz Wealth Management
New York
$536K -$28K -150 -5%
QC
893
Quent Capital
New York
$536K
AGWCA
894
Annis Gardner Whiting Capital Advisors
Florida
$532K +$410K +2,197 +339%
MSAM
895
Moloney Securities Asset Management
Missouri
$531K +$10.8K +58 +2%
DFC
896
DBK Financial Counsel
Ohio
$530K -$79.6K -426 -13%
GAA
897
Guardian Asset Advisors
Pennsylvania
$530K +$530K +2,837 New
CC
898
Chicago Capital
Illinois
$529K +$47.1K +252 +10%
WFAG
899
Worth Financial Advisory Group
North Carolina
$529K +$934 +5 +0.2%
WEG
900
World Equity Group
Illinois
$526K +$526K +2,816 New