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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 %
IWS
876
Integrity Wealth Solutions
Colorado
$617K +$5.13K +26 +0.8%
KA
877
Klingman & Associates
New York
$617K
PIA
878
Pinion Investment Advisors
Kansas
$616K +$616K +3,125 New
RWM
879
Ritholtz Wealth Management
New York
$614K -$10.6K -54 -2%
RDFA
880
Ritter Daniher Financial Advisory
Ohio
$613K -$592 -3 -0.1%
IIA
881
IPG Investment Advisors
California
$609K +$23.9K +121 +4%
IWN
882
Independent Wealth Network
Iowa
$607K -$29.6K -150 -5%
TW
883
Towerpoint Wealth
California
$606K -$1.97K -10 -0.3%
SFA
884
Semmax Financial Advisors
North Carolina
$606K +$41K +204 +7%
CPIA
885
Cornell Pochily Investment Advisors
New York
$603K +$144K +730 +31%
AWA
886
Aaron Wealth Advisors
Illinois
$601K -$34.1K -173 -5%
EPW
887
Evergreen Private Wealth
Colorado
$600K +$34.1K +173 +6%
OPW
888
Oxler Private Wealth
New York
$600K +$2.37K +12 +0.4%
MC
889
Moors & Cabot
Massachusetts
$598K +$189K +959 +46%
OC
890
Oarsman Capital
Wisconsin
$598K +$394 +2 +0.1%
BB
891
Busey Bank
Illinois
$597K +$34.1K +173 +6%
NW
892
NewEdge Wealth
Pennsylvania
$590K -$44.8K -227 -7%
FFS
893
Founders Financial Securities
Maryland
$589K -$85.8K -435 -13%
LSAG
894
Lake Street Advisors Group
New Hampshire
$589K +$14.8K +75 +3%
VC
895
Veracity Capital
Georgia
$588K -$97.2K -493 -14%
CA
896
Claro Advisors
Massachusetts
$588K -$2.56K -13 -0.4%
SAG
897
SageView Advisory Group
California
$587K -$366K -1,855 -38%
CPA
898
Cardiff Park Advisors
California
$586K
GWA
899
GGM Wealth Advisors
Maryland
$585K -$1.78K -9 -0.3%
MSAM
900
Moloney Securities Asset Management
Missouri
$584K