IVE icon

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 %
Fisher Asset Management
1001
Fisher Asset Management
Washington
$381K +$111K +596 +41%
AFG
1002
Atomi Financial Group
New York
$380K +$380K +2,037 New
BW
1003
BIP Wealth
Georgia
$379K -$29.7K -159 -7%
EW
1004
Enzi Wealth
Texas
$376K +$2.13K +12 +0.6%
IFA
1005
Interactive Financial Advisors
Illinois
$375K -$2.91M -15,577 -89%
NAS
1006
Nicolet Advisory Services
Wisconsin
$374K
BCP
1007
Blue Chip Partners
Michigan
$374K -$9.34K -50 -2%
Renaissance Technologies
1008
Renaissance Technologies
New York
$374K -$2.43M -12,978 -87%
GWM
1009
Gray Wealth Management
Maine
$374K
SFG
1010
Sather Financial Group
Texas
$373K +$373K +1,998 New
IFWM
1011
Institute for Wealth Management
Colorado
$373K -$31.9K -171 -8%
IIC
1012
Ironwood Investment Counsel
Arizona
$373K +$9.53K +51 +3%
MFA
1013
Millington Financial Advisors
Illinois
$372K -$1.31K -7 -0.4%
LA
1014
Lifeworks Advisors
Michigan
$372K +$372K +1,991 New
FCH
1015
Freestone Capital Holdings
Washington
$372K -$4.3K -23 -1%
1WM
1016
1900 Wealth Management
Texas
$370K -$59.4K -318 -14%
BFM
1017
Boston Financial Management
Massachusetts
$368K
CAG
1018
Curtis Advisory Group
California
$367K
NAM
1019
NTV Asset Management
West Virginia
$366K -$96.2K -515 -21%
SWM
1020
SeaCrest Wealth Management
New York
$365K -$158K -845 -30%
VA
1021
Vident Advisory
Georgia
$365K +$147K +787 +68%
EE
1022
EWG Elevate
California
$364K +$374 +2 +0.1%
SFWC
1023
Strategic Family Wealth Counselors
New Jersey
$363K
Neuberger Berman Group
1024
Neuberger Berman Group
New York
$362K
WSTAM
1025
Wilbanks Smith & Thomas Asset Management
Virginia
$362K +$5.6K +30 +2%