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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 %
Deutsche Bank
1026
Deutsche Bank
Germany
$408K
MMM
1027
Mendel Money Management
Illinois
$405K
SL
1028
Sentinus LLC
Illinois
$404K -$2.19M -26,167 -84%
VA
1029
Vident Advisory
Georgia
$403K -$197 -1 -0%
AGWCA
1030
Annis Gardner Whiting Capital Advisors
Florida
$401K
BW
1031
BIP Wealth
Georgia
$401K +$197 +1 +0%
BONH
1032
Bank of New Hampshire
New Hampshire
$399K -$29.6K -150 -7%
FEM
1033
Fulcrum Equity Management
Texas
$399K -$25.6K -130 -6%
SWM
1034
Shakespeare Wealth Management
Wisconsin
$398K +$398K +2,018 New
Mirae Asset Global Investments
1035
Mirae Asset Global Investments
South Korea
$396K +$245K +1,248 +162%
WEG
1036
World Equity Group
Illinois
$396K +$109K +555 +38%
GWM
1037
Gray Wealth Management
Maine
$394K
MFA
1038
Millington Financial Advisors
Illinois
$394K -$986 -5 -0.2%
IIC
1039
Ironwood Investment Counsel
Arizona
$394K +$197 +1 +0.1%
IFA
1040
Interactive Financial Advisors
Illinois
$393K -$2.37K -12 -0.6%
EWA
1041
Evolution Wealth Advisors
Florida
$391K +$112K +569 +40%
FI
1042
FWG Investments
Kentucky
$390K +$44.8K +227 +13%
ACP
1043
Aveo Capital Partners
Colorado
$390K +$16.2K +82 +4%
CCA
1044
Conservest Capital Advisors
Pennsylvania
$389K
BFM
1045
Boston Financial Management
Massachusetts
$388K
CAG
1046
Curtis Advisory Group
California
$387K
BWA
1047
BlueChip Wealth Advisors
Georgia
$385K
BFAG
1048
Blackston Financial Advisory Group
Florida
$385K +$385K +1,953 New
EE
1049
EWG Elevate
California
$383K
NAM
1050
NTV Asset Management
West Virginia
$382K -$19.7K -100 -5%