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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 %
OBWG
1051
Onyx Bridge Wealth Group
New York
$336K +$180 +1 +0.1%
STCOSD
1052
Sageworth Trust Company of South Dakota
South Dakota
$336K
WIC
1053
Woodmont Investment Counsel
Tennessee
$333K -$1.87K -10 -0.6%
ACP
1054
Aveo Capital Partners
Colorado
$331K +$331K +1,837 New
NOI
1055
Newton One Investments
Delaware
$330K +$1.49K +8 +0.5%
GWM
1056
GDS Wealth Management
Texas
$330K -$29K -155 -8%
MA
1057
MONECO Advisors
Connecticut
$329K -$29K -155 -8%
CFS
1058
Coordinated Financial Services
Colorado
$327K +$327K +1,749 New
EWM
1059
Evermay Wealth Management
Virginia
$325K +$9.34K +50 +3%
MMPW
1060
Mitchell McLeod Pugh & Williams
Alabama
$323K -$2.62K -14 -0.8%
PSIWM
1061
Paradigm Strategies in Wealth Management
Minnesota
$323K
AGA
1062
Arkos Global Advisors
Texas
$323K +$323K +1,730 New
LC
1063
LCNB Corp
Ohio
$321K
PMG
1064
ProVise Management Group
Florida
$321K -$1.5M -8,024 -82%
CHA
1065
Carmichael Hill & Associates
Maryland
$321K -$16.1K -86 -5%
GIA
1066
Guyasuta Investment Advisors
Pennsylvania
$320K
UCB
1067
United Community Bank
South Carolina
$320K -$20.4K -109 -6%
FF
1068
Francis Financial
$319K
TCM
1069
Triumph Capital Management
Colorado
$318K +$318K +1,714 New
HCM
1070
HMS Capital Management
Tennessee
$318K -$58.7K -314 -16%
RP
1071
Riverwater Partners
Wisconsin
$317K
MCM
1072
Manchester Capital Management
Vermont
$316K
BSB
1073
Bangor Savings Bank
Maine
$315K -$5.79K -31 -2%
SAMT
1074
Select Asset Management & Trust
Pennsylvania
$315K -$61.6K -330 -16%
GKWIM
1075
Gerber Kawasaki Wealth & Investment Management
California
$315K +$56.3K +301 +22%