IVE icon

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 %
DFC
926
DBK Financial Counsel
Ohio
$537K -$12K -61 -2%
PIAS
927
PCA Investment Advisory Services
Ohio
$536K -$2.56K -13 -0.5%
TTWM
928
TCV Trust & Wealth Management
Virginia
$535K -$84.2K -427 -14%
CGFA
929
Colton Groome Financial Advisors
North Carolina
$534K -$19.7K -100 -4%
NA
930
Nordwand Advisors
Pennsylvania
$532K
RSWA
931
Robinson Smith Wealth Advisors
Maine
$530K
BO
932
Bank OZK
Arkansas
$530K +$8.68K +44 +2%
IA
933
Insight Advisors
Pennsylvania
$524K -$4.54K -23 -0.9%
CFA
934
CWS Financial Advisors
Michigan
$523K +$394 +2 +0.1%
ST
935
Spinnaker Trust
Maine
$523K +$6.9K +35 +1%
SEIA
936
Signature Estate & Investment Advisors
California
$523K -$20.3K -103 -4%
TGAM
937
TBH Global Asset Management
Tennessee
$521K -$1.97K -10 -0.4%
D.E. Shaw & Co
938
D.E. Shaw & Co
New York
$521K -$4.87M -24,689 -90%
FCH
939
Freestone Capital Holdings
Washington
$520K +$41.8K +212 +9%
CA
940
CGN Advisors
Kansas
$519K +$152K +771 +41%
LA
941
LexAurum Advisors
Kansas
$515K +$14.4K +73 +3%
TCA
942
Trifecta Capital Advisors
Illinois
$514K +$592 +3 +0.1%
WF
943
Welch & Forbes
Massachusetts
$513K
LWM
944
LJI Wealth Management
Indiana
$510K +$197 +1 +0%
EWM
945
Executive Wealth Management
Michigan
$509K +$509K +2,584 New
PWPS
946
Pinnacle Wealth Planning Services
Ohio
$508K -$111K -561 -18%
SSW
947
Stone Summit Wealth
Florida
$505K -$197 -1 -0%
PGF
948
Plan Group Financial
Oklahoma
$503K -$612K -3,105 -55%
IRAG
949
Investment Research & Advisory Group
Georgia
$502K
E
950
ETFidea
New York
$502K -$39.6K -201 -7%