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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 %
IIA
876
IPG Investment Advisors
California
$541K -$380K -2,087 -41%
PWLP
877
Prio Wealth Limited Partnership
Massachusetts
$540K
MSAM
878
Moloney Securities Asset Management
Missouri
$539K +$22K +121 +4%
AB
879
Atlas Brown
Kentucky
$536K
QC
880
Quent Capital
New York
$533K +$11.5K +63 +2%
SSB
881
Sandy Spring Bank
Maryland
$532K -$78.1K -429 -13%
CIC
882
Chilton Investment Company
Connecticut
$531K -$122K -673 -19%
LSAG
883
Lake Street Advisors Group
New Hampshire
$530K
BFA
884
Beacon Financial Advisory
Ohio
$528K +$53K +291 +11%
JFGIW
885
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K -$55K -302 -9%
APC
886
Aspire Private Capital
North Carolina
$527K +$25.1K +138 +5%
SFA
887
Semmax Financial Advisors
North Carolina
$525K +$73.9K +396 +16%
EPW
888
Evergreen Private Wealth
Colorado
$522K -$7.28K -40 -1%
GAA
889
Guardian Asset Advisors
Pennsylvania
$521K +$4.55K +25 +0.9%
TCM
890
Triumph Capital Management
Colorado
$521K +$209K +1,147 +67%
BB
891
Busey Bank
Illinois
$519K +$519K +2,854 New
WAM
892
WNY Asset Management
New York
$518K -$63.7K -350 -11%
CC
893
Chicago Capital
Illinois
$515K
PVI
894
Pine Valley Investments
New Jersey
$514K +$68.6K +377 +15%
CGFA
895
Colton Groome Financial Advisors
North Carolina
$511K -$18.2K -100 -3%
SWM
896
Stockman Wealth Management
Montana
$510K
FPGK
897
Financial Partners Group (Kansas)
Kansas
$507K +$13.5K +74 +3%
DFC
898
DBK Financial Counsel
Ohio
$507K -$10K -55 -2%
WFAG
899
Worth Financial Advisory Group
North Carolina
$503K -$12.4K -68 -2%
GCA
900
Gradient Capital Advisors
California
$502K