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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 %
KHC
976
Koesten Hirschmann & Crabtree
Kansas
$464K
SWP
977
Semus Wealth Partners
Florida
$464K +$103K +524 +29%
WFAG
978
Worth Financial Advisory Group
North Carolina
$462K -$82.8K -420 -15%
AIP
979
Almanack Investment Partners
Pennsylvania
$461K -$20.1K -102 -4%
HC
980
Hara Capital
Washington
$460K
LA
981
Lifeworks Advisors
Michigan
$459K +$24.6K +125 +6%
KDA
982
Kraft Davis & Associates
Missouri
$457K -$44.1K -226 -9%
FIB
983
First Interstate Bank
Montana
$457K
National Bank of Canada
984
National Bank of Canada
Quebec, Canada
$457K
CFG
985
Clayton Financial Group
Missouri
$454K -$20.3K -103 -4%
CWM
986
Cabot Wealth Management
Massachusetts
$451K +$197 +1 +0%
RMCM
987
Reynders McVeigh Capital Management
Massachusetts
$450K
OCPWS
988
One Charles Private Wealth Services
Massachusetts
$449K
CPSAC
989
Chas P. Smith & Associates (CPS)
Florida
$448K
IA
990
IFG Advisors
Missouri
$448K +$27K +137 +6%
PCI
991
Planning Center Inc
Illinois
$443K -$21.1K -107 -5%
CAM
992
Campion Asset Management
Virginia
$442K -$160K -811 -27%
USB
993
Union Savings Bank
Connecticut
$442K
CSWM
994
Cassady Schiller Wealth Management
Ohio
$441K
TWP
995
Tempus Wealth Planning
California
$441K +$106K +536 +32%
DWM
996
Dakota Wealth Management
Florida
$439K -$11.4K -58 -3%
T2I
997
Turim 21 Investimentos
Brazil
$439K
NAS
998
Nicolet Advisory Services
Wisconsin
$439K +$42K +215 +11%
JFG
999
Jefferies Financial Group
New York
$438K +$197 +1 +0%
AWM
1000
Aviso Wealth Management
Washington
$438K