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iShares S&P 500 Value ETF

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
876
Resurgent Financial Advisors
Georgia
$743K -$174K -913 -19%
EFG
877
Embree Financial Group
Illinois
$743K +$4.77K +25 +0.6%
SOS
878
Silver Oak Securities
Tennessee
$742K +$537K +2,815 +261%
WTC
879
WhitTier Trust Company
Nevada
$739K
DCM
880
Dimension Capital Management
Florida
$739K +$17.8K +93 +2%
FNT
881
First National Trust
Pennsylvania
$739K
TSWM
882
Tyler-Stone Wealth Management
Ohio
$738K -$51.5K -270 -7%
FPW
883
Flagship Private Wealth
Massachusetts
$738K +$58.6K +307 +9%
LA
884
LexAurum Advisors
Kansas
$734K +$235K +1,233 +47%
CP
885
Coho Partners
Pennsylvania
$734K +$734K +3,843 New
CCG
886
Catalina Capital Group
California
$726K +$56.3K +295 +8%
PWMAG
887
Pinnacle Wealth Management Advisory Group
New Jersey
$723K +$406K +2,125 +128%
EWM
888
Empirical Wealth Management
Washington
$723K +$11.3K +59 +2%
DC
889
Davenport & Co
Virginia
$722K +$71K +372 +11%
GG
890
Greenwood Gearhart
Arkansas
$718K +$718K +3,763 New
PVI
891
Pine Valley Investments
New Jersey
$717K +$176K +920 +32%
CCWM
892
Cassaday & Co Wealth Management
Virginia
$716K +$954 +5 +0.1%
Wolverine Trading
893
Wolverine Trading
Illinois
$713K +$713K +3,741 New
BHIA
894
Birch Hill Investment Advisors
Massachusetts
$713K -$15.1K -79 -2%
BWA
895
BlueChip Wealth Advisors
Georgia
$713K +$340K +1,780 +91%
HIP
896
HUB Investment Partners
Texas
$710K +$66K +346 +10%
MMHP
897
Murphy Middleton Hinkle & Parker
Georgia
$706K -$4.01K -21 -0.6%
AC
898
Apella Capital
Connecticut
$705K +$219K +1,148 +45%
BFA
899
Beacon Financial Advisory
Ohio
$704K +$81.7K +428 +13%
SFA
900
Semmax Financial Advisors
North Carolina
$701K +$107K +542 +18%