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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 %
CWS
951
Confluence Wealth Services
Pennsylvania
$447K +$5.79K +31 +1%
SFA
952
Semmax Financial Advisors
North Carolina
$444K +$297K +1,614 +202%
HIIFS
953
Harel Insurance Investments & Financial Services
Israel
$443K
RCG
954
Regatta Capital Group
California
$442K
VWA
955
Visionary Wealth Advisors
Illinois
$441K +$4.3K +23 +1%
JSL
956
JT Stratford LLC
Georgia
$440K +$440K +2,358 New
KHC
957
Koesten Hirschmann & Crabtree
Kansas
$440K +$440K +2,355 New
FIB
958
First Interstate Bank
Montana
$439K
JAG
959
Journey Advisory Group
Kentucky
$439K
ECM
960
Evergreen Capital Management
Washington
$438K
RIA
961
Realta Investment Advisors
Delaware
$436K -$24.7K -132 -5%
EW
962
Element Wealth
Mississippi
$435K +$28.2K +151 +7%
KDA
963
Kraft Davis & Associates
Missouri
$431K
APW
964
Aurora Private Wealth
New Jersey
$430K -$28.3K -152 -6%
National Bank of Canada
965
National Bank of Canada
Quebec, Canada
$430K -$68K -369 -14%
RMCM
966
Reynders McVeigh Capital Management
Massachusetts
$427K -$20.6K -110 -5%
OCPWS
967
One Charles Private Wealth Services
Massachusetts
$425K
USB
968
Union Savings Bank
Connecticut
$419K
KIA
969
KCM Investment Advisors
California
$418K
CSWM
970
Cassady Schiller Wealth Management
Ohio
$418K +$12.9K +69 +3%
EWA
971
EverSource Wealth Advisors
Alabama
$416K +$362K +2,023 +663%
T2I
972
Turim 21 Investimentos
Brazil
$416K
DWM
973
Dakota Wealth Management
Florida
$415K +$88.9K +476 +27%
AWM
974
Aviso Wealth Management
Washington
$415K +$8.59K +46 +2%
JFG
975
Jefferies Financial Group
New York
$415K -$1.53M -8,210 -79%