IVE icon

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 %
BO
901
Bank OZK
Arkansas
$524K +$92.7K +496 +21%
SWM
902
Stockman Wealth Management
Montana
$523K
APC
903
Aspire Private Capital
North Carolina
$515K +$515K +2,759 New
GCA
904
Gradient Capital Advisors
California
$515K +$12.3K +66 +2%
GWA
905
GGM Wealth Advisors
Maryland
$515K
E
906
ETFidea
New York
$513K -$55.1K -295 -10%
PIAS
907
PCA Investment Advisory Services
Ohio
$510K +$26.9K +144 +6%
FPGK
908
Financial Partners Group (Kansas)
Kansas
$506K +$7.1K +38 +1%
NA
909
Nordwand Advisors
Pennsylvania
$504K
RSWA
910
Robinson Smith Wealth Advisors
Maine
$502K
WA
911
Wealthstar Advisors
Texas
$501K -$24.8K -133 -5%
NCM
912
Novare Capital Management
North Carolina
$497K -$667K -3,569 -57%
WWM
913
Waterway Wealth Management
Texas
$490K +$490K +2,622 New
CFG
914
Cooper Financial Group
California
$489K +$489K +2,620 New
ST
915
Spinnaker Trust
Maine
$489K
BFA
916
Beacon Financial Advisory
Ohio
$488K +$488K +2,610 New
CBFP
917
Cedar Brook Financial Partners
Ohio
$486K -$239K -1,278 -33%
WF
918
Welch & Forbes
Massachusetts
$486K
CFA
919
CWS Financial Advisors
Michigan
$484K +$374 +2 +0.1%
BMWM
920
Brown Miller Wealth Management
Virginia
$482K
HC
921
Hara Capital
Washington
$481K
EWM
922
Executive Wealth Management
Michigan
$480K +$1.67K +9 +0.3%
IW
923
Imprint Wealth
South Carolina
$479K +$479K +2,580 New
SSW
924
Stone Summit Wealth
Florida
$478K
LWM
925
LJI Wealth Management
Indiana
$478K -$135K -723 -22%