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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 %
LJAC
976
L.J. Altfest & Co
New York
$413K -$24.8K -133 -6%
LWM
977
LongView Wealth Management
Georgia
$413K +$22.4K +120 +6%
ARC
978
Advisor Resource Council
Texas
$412K -$1.75M -10,038 -81%
LFG
979
Larson Financial Group
Missouri
$409K -$109K -583 -21%
MFG
980
Mosaic Financial Group
Illinois
$408K +$408K +2,181 New
HWA
981
HCR Wealth Advisors
California
$407K +$934 +5 +0.2%
CPIA
982
Cornell Pochily Investment Advisors
New York
$407K +$37.4K +200 +10%
FNBTCON
983
First National Bank & Trust Co of Newtown
Pennsylvania
$407K
BONH
984
Bank of New Hampshire
New Hampshire
$406K -$120K -645 -23%
CCM
985
Colorado Capital Management
Colorado
$399K
TWM
986
Thrive Wealth Management
Pennsylvania
$398K -$554K -2,965 -58%
PA
987
Parkside Advisors
California
$396K +$396K +2,121 New
IWS
988
Integrity Wealth Solutions
Colorado
$396K +$21.3K +114 +6%
YCM
989
Yousif Capital Management
Michigan
$396K -$614K -3,285 -61%
PIWA
990
Prevail Innovative Wealth Advisors
Kansas
$395K +$395K +2,116 New
CFAM
991
Center For Asset Management
Florida
$394K -$5.23K -28 -1%
RRWA
992
Rainey & Randall Wealth Advisors
Florida
$394K -$113K -616 -22%
BHPW
993
Beverly Hills Private Wealth
California
$394K +$394K +2,107 New
ST
994
Sabal Trust
Florida
$391K
CTFG
995
Capstone Triton Financial Group
Oklahoma
$390K
CCA
996
Conservest Capital Advisors
Pennsylvania
$389K
TSWM
997
Tyler-Stone Wealth Management
Ohio
$386K
Deutsche Bank
998
Deutsche Bank
Germany
$386K
IA
999
IFG Advisors
Missouri
$385K +$560 +3 +0.1%
MMM
1000
Mendel Money Management
Illinois
$384K