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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 %
FCFC
1126
First Citizens Financial Corp
Iowa
$270K
MIM
1127
Macroview Investment Management
Maryland
$270K +$21.5K +115 +9%
VWM
1128
Valley Wealth Managers
New Jersey
$268K +$76.4K +409 +40%
FCIM
1129
Fairview Capital Investment Management
California
$267K -$8.41K -45 -3%
PL
1130
Parthenon LLC
Kentucky
$266K
WQ
1131
Wealth Quarterback
New Jersey
$265K +$560 +3 +0.2%
EWA
1132
Evolution Wealth Advisors
Florida
$264K
BFP
1133
Beacon Financial Planning
Massachusetts
$264K +$1.31K +7 +0.5%
CFGL
1134
Cambridge Financial Group, LLC
Arizona
$263K
LFASL
1135
Lugano Financial Advisors SA (LFA)
Switzerland
$262K +$262K +1,400 New
GLA
1136
Good Life Advisors
Pennsylvania
$261K +$10.8K +58 +4%
BC
1137
Barrett & Company
Rhode Island
$260K
CWM
1138
Chesapeake Wealth Management
Virginia
$259K -$13.6K -73 -5%
CT
1139
Cambridge Trust
Massachusetts
$259K -$236K -1,263 -48%
NWA
1140
Navis Wealth Advisors
New York
$257K -$25.6K -137 -9%
HBT
1141
Hills Bank & Trust
Iowa
$255K
SFP
1142
Strategic Financial Partners
Oregon
$253K -$29.1K -156 -10%
WBC
1143
West Branch Capital
Massachusetts
$253K
JEST
1144
JTC Employer Solutions Trustee
Jersey
$252K
ARA
1145
Alexander Randolph Advisory
Virginia
$252K +$25.6K +137 +11%
RBC
1146
Romano Brothers & Co
Illinois
$251K +$187 +1 +0.1%
Capstone Investment Advisors
1147
Capstone Investment Advisors
New York
$249K -$321K -1,719 -56%
CCWM
1148
Correct Capital Wealth Management
Missouri
$249K
AP
1149
Appleton Partners
Massachusetts
$247K -$18.7K -100 -7%
FOFP
1150
Fee-Only Financial Planning
South Carolina
$246K