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iShares S&P 500 Value ETF

1,353 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
976
Fiducient Advisors
Illinois
$398K +$179K +982 +82%
NCFG
977
New Century Financial Group
New Jersey
$397K +$397K +2,181 New
SA
978
SpiderRock Advisors
Delaware
$396K -$1.29M -7,101 -77%
FNBTCON
979
First National Bank & Trust Co of Newtown
Pennsylvania
$396K
BONH
980
Bank of New Hampshire
New Hampshire
$396K
YCM
981
Yousif Capital Management
Michigan
$395K +$9.83K +54 +3%
FEM
982
Fulcrum Equity Management
Texas
$392K +$392K +2,154 New
RRWA
983
Rainey & Randall Wealth Advisors
Florida
$392K +$1.64K +9 +0.4%
SIC
984
Samalin Investment Counsel
New York
$390K +$171K +940 +78%
Neuberger Berman Group
985
Neuberger Berman Group
New York
$390K +$36.6K +201 +10%
CCA
986
Conservest Capital Advisors
Pennsylvania
$389K
IA
987
IFG Advisors
Missouri
$388K +$13.1K +72 +3%
CCM
988
Colorado Capital Management
Colorado
$388K
LAS
989
Lloyd Advisory Services
Georgia
$386K +$386K +2,123 New
PA
990
Parkside Advisors
California
$386K
TWM
991
Thrive Wealth Management
Pennsylvania
$386K -$2.55K -14 -0.7%
CFAM
992
Center For Asset Management
Florida
$385K +$1.27K +7 +0.3%
HTC
993
Haverford Trust Company
Pennsylvania
$384K -$54.6K -300 -12%
LSA
994
Lion Street Advisors
Texas
$381K +$139K +761 +57%
CTFG
995
Capstone Triton Financial Group
Oklahoma
$381K +$1.27K +7 +0.3%
EW
996
Enzi Wealth
Texas
$379K -$5.81K -32 -2%
MC
997
Moors & Cabot
Massachusetts
$378K +$28.6K +157 +8%
TSWM
998
Tyler-Stone Wealth Management
Ohio
$376K
ECM
999
Evergreen Capital Management
Washington
$376K -$49.9K -274 -12%
Deutsche Bank
1000
Deutsche Bank
Germany
$376K