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iShares S&P 500 Value ETF

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
1076
Strategic Family Wealth Counselors
New Jersey
$418K +$147K +771 +54%
SFA
1077
Salus Financial Advisors
Colorado
$418K +$418K +2,190 New
AP
1078
Appleton Partners
Massachusetts
$418K +$173K +907 +71%
RRWA
1079
Rainey & Randall Wealth Advisors
Florida
$415K +$2.1K +11 +0.5%
WTB
1080
Washington Trust Bank
Washington
$414K +$56.3K +295 +16%
PP
1081
Postrock Partners
Oregon
$413K +$413K +2,165 New
IIC
1082
Ironwood Investment Counsel
Arizona
$413K +$31.5K +165 +8%
MLL
1083
Moody Lynn & Lieberson
Massachusetts
$412K +$134K +700 +48%
CTFG
1084
Capstone Triton Financial Group
Oklahoma
$412K -$1.72K -9 -0.4%
MMM
1085
Mendel Money Management
Illinois
$408K +$15.7K +82 +4%
ECA
1086
Elevated Capital Advisors
Utah
$408K -$57.6K -302 -12%
CFS
1087
Coordinated Financial Services
Colorado
$407K +$407K +2,133 New
CCM
1088
Colorado Capital Management
Colorado
$407K
MCC
1089
Maiden Cove Capital
Maine
$405K -$16.4K -86 -4%
NAS
1090
Nicolet Advisory Services
Wisconsin
$405K -$17.9K -95 -4%
TSS
1091
Two Sigma Securities
New York
$404K -$589K -3,085 -59%
LAS
1092
Lloyd Advisory Services
Georgia
$404K +$2.86K +15 +0.7%
PWA
1093
Peterson Wealth Advisors
Utah
$404K +$957 +5 +0.2%
HTC
1094
Haverford Trust Company
Pennsylvania
$402K
SIC
1095
Samalin Investment Counsel
New York
$402K -$9.74K -51 -2%
CCA
1096
Conservest Capital Advisors
Pennsylvania
$397K
PWP
1097
Perfromance Wealth Partners
Illinois
$397K +$27.5K +144 +7%
HIIFS
1098
Harel Insurance Investments & Financial Services
Israel
$396K -$56.8K -300 -13%
FB
1099
Fulton Bank
Pennsylvania
$395K +$185K +971 +88%
CP
1100
Clarendon Private
Massachusetts
$394K +$394K +2,062 New