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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 %
GWM
1101
GDS Wealth Management
Texas
$393K +$56.3K +295 +17%
ACP
1102
Aveo Capital Partners
Colorado
$392K +$14.3K +75 +4%
EW
1103
Enzi Wealth
Texas
$392K -$16.2K -83 -4%
MFA
1104
Millington Financial Advisors
Illinois
$391K +$781 +4 +0.2%
DT
1105
Diversified Trust
Tennessee
$390K -$24.8K -130 -6%
AGWCA
1106
Annis Gardner Whiting Capital Advisors
Florida
$388K
GWM
1107
Gray Wealth Management
Maine
$388K +$6.49K +34 +2%
BONH
1108
Bank of New Hampshire
New Hampshire
$387K
FEM
1109
Fulcrum Equity Management
Texas
$385K -$955 -5 -0.2%
SWM
1110
Shakespeare Wealth Management
Wisconsin
$385K
Deutsche Bank
1111
Deutsche Bank
Germany
$385K -$9.54K -50 -2%
RW
1112
Ridgeline Wealth
Arizona
$382K +$382K +2,003 New
LWM
1113
LongView Wealth Management
Georgia
$382K -$17.2K -90 -4%
KIA
1114
KCM Investment Advisors
California
$382K -$14.1K -74 -4%
CSWM
1115
Cassady Schiller Wealth Management
Ohio
$381K -$45.8K -240 -11%
GSWM
1116
Golden State Wealth Management
California
$380K +$380K +1,993 New
CSPIA
1117
Cary Street Partners Investment Advisory
Virginia
$380K -$701K -3,673 -65%
IFA
1118
Interactive Financial Advisors
Illinois
$380K -$573 -3 -0.2%
EWA
1119
Evolution Wealth Advisors
Florida
$379K
ECM
1120
Evergreen Capital Management
Washington
$378K -$74.3K -389 -16%
TW
1121
TrinityPoint Wealth
Connecticut
$378K +$19.1K +100 +5%
CIAS
1122
Capital Investment Advisory Services
North Carolina
$377K +$11.5K +60 +3%
BFM
1123
Boston Financial Management
Massachusetts
$376K
CAG
1124
Curtis Advisory Group
California
$375K
MC
1125
Middleton & Co
Massachusetts
$372K +$28.6K +150 +8%