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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 %
NL
901
Navalign LLC
California
$584K -$11.2K -57 -2%
GLA
902
Good Life Advisors
Pennsylvania
$580K +$295K +1,497 +104%
AB
903
Atlas Brown
Kentucky
$579K -$2.17K -11 -0.4%
TCBWMS
904
Texas Capital Bank Wealth Management Services
Texas
$578K -$590K -2,991 -50%
PL
905
Plancorp LLC
Missouri
$578K -$8.28K -42 -1%
QC
906
Quent Capital
New York
$578K
CIC
907
Chilton Investment Company
Connecticut
$576K
AF
908
Amara Financial
California
$574K +$574K +2,913 New
BCA
909
Ballentine Capital Advisors
South Carolina
$573K -$58.6K -297 -9%
SA
910
SpiderRock Advisors
Delaware
$573K +$144K +729 +33%
CL
911
CIM LLC
New York
$568K
GAA
912
Guardian Asset Advisors
Pennsylvania
$565K +$789 +4 +0.1%
WAM
913
WNY Asset Management
New York
$563K +$2.37K +12 +0.4%
SSB
914
Sandy Spring Bank
Maryland
$561K -$16K -81 -3%
PVI
915
Pine Valley Investments
New Jersey
$559K +$2.56K +13 +0.5%
CC
916
Chicago Capital
Illinois
$558K
SXL
917
Summit X LLC
Missouri
$557K -$97.9K -538 -15%
ATC
918
Argent Trust Co
Tennessee
$557K +$557K +2,823 New
SWM
919
Stockman Wealth Management
Montana
$552K
AWA
920
Arete Wealth Advisors
Illinois
$552K -$764K -3,883 -58%
PWLP
921
Prio Wealth Limited Partnership
Massachusetts
$547K -$38.1K -193 -7%
GFA
922
Gallagher Fiduciary Advisors
Illinois
$546K -$81.4K -413 -13%
GCA
923
Gradient Capital Advisors
California
$544K
LWCFA
924
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$541K -$29.7K -150 -5%
SAI
925
Savvy Advisors Inc
New York
$537K +$26.6K +135 +5%