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iShares S&P 500 Value ETF

1,432 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 132 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 492

0.29% less ownership

Funds ownership: 77.64%77.35% (-0.29%)

1% less funds holding in top 10

Funds holding in top 10: 109108 (-1)

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$5.34M
Net Calls
Net Calls Change

Top Sellers

1 -$420M
2 -$167M
3 -$138M
4
JP Morgan Chase
JP Morgan Chase
New York
-$120M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1126
$308K
1127
$307K
1128
$307K
1129
$307K
1130
$306K
1131
$306K
1132
$306K
1133
$305K
1134
$303K
1135
$303K
1136
$301K
1137
$299K
1138
$296K
1139
$296K
1140
$295K
1141
$295K
1142
$295K
1143
$293K
1144
$292K
1145
$291K
1146
$289K
1147
$289K
1148
$289K
1149
$289K
1150
$288K