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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 %
Empower Advisory Group
926
Empower Advisory Group
Colorado
$477K +$77.5K +415 +19%
IRAG
927
Investment Research & Advisory Group
Georgia
$475K
EI
928
Ellevest Inc
New York
$472K +$187 +1 +0%
FNT
929
First National Trust
Pennsylvania
$469K -$22.6K -121 -5%
O3W
930
Omni 360 Wealth
New Jersey
$468K +$468K +2,503 New
HNWAG
931
High Net Worth Advisory Group
Florida
$467K
CIAS
932
Capital Investment Advisory Services
North Carolina
$465K -$2.8K -15 -0.6%
NRC
933
New Republic Capital
North Carolina
$465K +$237K +1,271 +105%
4WM
934
4J Wealth Management
Virginia
$462K -$12.1K -65 -3%
CPSAC
935
Chas P. Smith & Associates (CPS)
Florida
$462K
SG
936
StoneX Group
New York
$462K -$397K -2,124 -46%
AIP
937
Almanack Investment Partners
Pennsylvania
$457K -$82.2K -440 -15%
PVI
938
Pine Valley Investments
New Jersey
$457K -$280K -1,497 -38%
EPA
939
Element Pointe Advisors
Florida
$456K
WCG
940
Weaver Consulting Group
California
$454K -$40.9K -219 -8%
BZWA
941
Blue Zone Wealth Advisors
California
$453K +$8.03K +43 +2%
LA
942
LexAurum Advisors
Kansas
$452K +$452K +2,422 New
PCI
943
Planning Center Inc
Illinois
$452K -$644K -3,448 -59%
HTC
944
Haverford Trust Company
Pennsylvania
$450K
CFG
945
Clayton Financial Group
Missouri
$450K +$450K +2,407 New
OIS
946
Okabena Investment Services
Minnesota
$448K
PWA
947
Peterson Wealth Advisors
Utah
$448K +$55.9K +299 +14%
CWM
948
Cabot Wealth Management
Massachusetts
$448K -$91.5K -490 -17%
WTB
949
Washington Trust Bank
Washington
$448K +$68.9K +369 +18%
AC
950
Apella Capital
Connecticut
$447K +$221K +1,198 +98%