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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 %
SIM
1101
Stratos Investment Management
Ohio
$290K +$290K +1,554 New
CW
1102
CIC Wealth
Maryland
$290K +$934 +5 +0.3%
WFC
1103
Western Financial Corp
California
$290K +$290K +1,551 New
CIA
1104
Capital Investment Advisors
Georgia
$288K
AWA
1105
Arkadios Wealth Advisors
Georgia
$287K +$287K +1,537 New
PFBT
1106
Parkside Financial Bank & Trust
Missouri
$286K +$3.18K +17 +1%
SWM
1107
Sugarloaf Wealth Management
Georgia
$285K +$41.3K +221 +17%
BFA
1108
Beaumont Financial Advisors
Massachusetts
$284K +$4.86K +26 +2%
CCMG
1109
Clark Capital Management Group
Pennsylvania
$283K +$16.4K +88 +6%
CJ
1110
Caitlin John
Michigan
$283K -$34K -182 -11%
HFW
1111
Horizon Family Wealth
Illinois
$282K +$1.31K +7 +0.5%
WA
1112
WESPAC Advisors
California
$282K +$282K +1,510 New
FCA
1113
FinTrust Capital Advisors
South Carolina
$281K +$270K +1,444 +2,407%
MMG
1114
Monetary Management Group
Missouri
$280K
SL
1115
Summitry LLC
California
$280K +$280K +1,500 New
LSA
1116
L & S Advisors
California
$280K +$2.8K +15 +1%
KCM
1117
KRS Capital Management
Michigan
$279K
FA
1118
Fountainhead AM
New Jersey
$278K +$12.1K +65 +5%
PWM
1119
PBMares Wealth Management
Virginia
$276K +$374 +2 +0.1%
BKA
1120
Brick & Kyle Associates
Pennsylvania
$276K +$276K +1,501 New
GAA
1121
Global Assets Advisory
Florida
$276K +$276K +51,245 New
OCM
1122
One Capital Management
California
$276K -$14.9K -80 -5%
BCG
1123
Breakwater Capital Group
New Jersey
$276K
LSIA
1124
LaSalle St. Investment Advisors
Illinois
$273K +$54.8K +311 +25%
MLL
1125
Moody Lynn & Lieberson
Massachusetts
$273K -$32.7K -175 -11%