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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 %
PWP
1026
Perfromance Wealth Partners
Illinois
$361K
BWL
1027
Bogart Wealth LLC
Virginia
$359K -$60.7K -325 -14%
MC
1028
Moors & Cabot
Massachusetts
$358K -$34.6K -185 -9%
BWP
1029
Baldwin Wealth Partners
Massachusetts
$358K -$16.3K -87 -4%
AF
1030
Affiance Financial
Minnesota
$358K
BWA
1031
BlueChip Wealth Advisors
Georgia
$358K
SAI
1032
Savvy Advisors Inc
New York
$357K +$84.4K +452 +31%
AIS
1033
American Investment Services
Massachusetts
$356K -$39K -209 -10%
ADL
1034
Asset Dedication LLC
California
$354K
GWMR
1035
GC Wealth Management RIA
Massachusetts
$353K
SWP
1036
ShoreHaven Wealth Partners
New Jersey
$351K
CAM
1037
Creekmur Asset Management
Illinois
$351K -$302K -1,615 -46%
TW
1038
TrinityPoint Wealth
Connecticut
$351K
DWP
1039
Daymark Wealth Partners
Ohio
$347K -$18.7K -100 -5%
HBW
1040
Hazlett, Burt & Watson
West Virginia
$345K -$80.4K -430 -19%
PIFP
1041
Partners in Financial Planning
Virginia
$345K +$105K +562 +44%
OLVIG
1042
Oliver Lagore Vanvalin Investment Group
Michigan
$343K +$343K +1,835 +91,750%
ONST
1043
Old North State Trust
North Carolina
$343K +$343K +1,837 New
BBWP
1044
Beacon Bridge Wealth Partners
Pennsylvania
$341K +$79K +423 +30%
LP
1045
LGL Partners
Pennsylvania
$340K +$1.5K +8 +0.4%
P
1046
&Partners
Tennessee
$339K +$339K +1,815 New
WW
1047
Westshore Wealth
California
$338K +$1.5K +8 +0.4%
GIA
1048
Goodwin Investment Advisory
Georgia
$337K -$7.29K -39 -2%
CA
1049
CGN Advisors
Kansas
$337K
FI
1050
FWG Investments
Kentucky
$337K +$337K +1,803 New