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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 %
KA
1076
Kovack Advisors
Florida
$312K +$95.8K +513 +44%
PWMAG
1077
Pinnacle Wealth Management Advisory Group
New Jersey
$311K
NS
1078
NBC Securities
Alabama
$311K -$131K -680 -30%
GWM
1079
Greenhouse Wealth Management
Connecticut
$311K
SWP
1080
Semus Wealth Partners
Florida
$309K +$309K +1,655 New
AUB
1081
Atlantic Union Bankshares
Virginia
$309K
W
1082
Wealthquest
Ohio
$308K
WA1
1083
Wimmer Associates 1
California
$308K
MC
1084
Middleton & Co
Massachusetts
$308K +$51.4K +275 +20%
WIA
1085
World Investment Advisors
California
$308K -$84.3K -451 -21%
NP
1086
NorthRock Partners
Minnesota
$306K +$250K +1,340 +451%
CHC
1087
City Holding Co
West Virginia
$305K
FHA
1088
Flagship Harbor Advisors
Massachusetts
$305K +$9.53K +51 +3%
QFA
1089
Quattro Financial Advisors
Texas
$303K +$303K +1,623 New
WJWM
1090
Williams Jones Wealth Management
New York
$300K
AWM
1091
Alterna Wealth Management
Texas
$300K +$300K +1,604 New
FW
1092
Fairway Wealth
Ohio
$299K +$299K +1,600 New
AGC
1093
Aspen Grove Capital
Colorado
$299K -$187 -1 -0.1%
WAG
1094
Winthrop Advisory Group
Massachusetts
$298K +$560 +3 +0.2%
T
1095
TCWP
Ohio
$298K +$298K +1,595 New
BWM
1096
Brown Wealth Management
Illinois
$298K +$934 +5 +0.3%
BSSFA
1097
Baron Silver Stevens Financial Advisors
Florida
$296K +$296K +1,583 New
CCA
1098
Cottonwood Capital Advisors
Utah
$294K
CMP
1099
Courage Miller Partners
Virginia
$293K -$187 -1 -0.1%
UL
1100
Unionview LLC
Washington
$292K +$1.31K +7 +0.4%