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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 %
NOI
1076
Newton One Investments
Delaware
$352K +$1.97K +10 +0.6%
WIC
1077
Woodmont Investment Counsel
Tennessee
$352K
RSA
1078
River Street Advisors
Illinois
$350K
BCP
1079
Blue Chip Partners
Michigan
$350K -$24.4K -124 -7%
WFS
1080
WealthGarden F.S.
California
$349K +$39.4K +200 +13%
GWM
1081
GDS Wealth Management
Texas
$348K +$11K +56 +3%
GKWIM
1082
Gerber Kawasaki Wealth & Investment Management
California
$348K +$17.8K +90 +5%
MA
1083
MONECO Advisors
Connecticut
$347K
PIFP
1084
Partners in Financial Planning
Virginia
$344K -$4.34K -22 -1%
UW
1085
Unique Wealth
Florida
$344K +$344K +1,743 New
CFAM
1086
Center For Asset Management
Florida
$342K -$74.9K -380 -18%
PSIWM
1087
Paradigm Strategies in Wealth Management
Minnesota
$341K
HB
1088
HTLF Bank
Colorado
$341K
LC
1089
LCNB Corp
Ohio
$339K
PMG
1090
ProVise Management Group
Florida
$339K
KA
1091
Kovack Advisors
Florida
$338K -$31.5K -160 -9%
FF
1092
Francis Financial
$337K
HCM
1093
HMS Capital Management
Tennessee
$335K
MFG
1094
Mosaic Financial Group
Illinois
$334K -$96.9K -492 -22%
MCM
1095
Manchester Capital Management
Vermont
$334K
CLOS
1096
Compagnie Lombard Odier SCmA
Switzerland
$332K +$332K +1,683 New
MIM
1097
Macroview Investment Management
Maryland
$330K +$25K +127 +8%
MMPW
1098
Mitchell McLeod Pugh & Williams
Alabama
$329K -$108K -549 -25%
AGA
1099
Arkos Global Advisors
Texas
$329K -$12K -61 -4%
PWMAG
1100
Pinnacle Wealth Management Advisory Group
New Jersey
$328K