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iShares S&P 500 Value ETF

1,425 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 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
1126
Riverwater Partners
Wisconsin
$306K
QP
1127
Quartz Partners
New York
$306K +$306K +1,552 New
CJ
1128
Caitlin John
Michigan
$306K
SWM
1129
Sugarloaf Wealth Management
Georgia
$305K -$394 -2 -0.1%
BBNA
1130
Bremer Bank National Association
Minnesota
$303K -$790K -4,009 -72%
BWP
1131
Baldwin Wealth Partners
Massachusetts
$303K -$27.6K -140 -8%
HFW
1132
Horizon Family Wealth
Illinois
$301K +$1.77K +9 +0.6%
LG
1133
LaFleur & Godfrey
Michigan
$299K
FA
1134
Fountainhead AM
New Jersey
$296K +$1.38K +7 +0.5%
MMG
1135
Monetary Management Group
Missouri
$296K
GIA
1136
Goodwin Investment Advisory
Georgia
$295K -$26.6K -135 -8%
KCM
1137
KRS Capital Management
Michigan
$295K
BFA
1138
Beaumont Financial Advisors
Massachusetts
$295K -$5.13K -26 -2%
PWM
1139
PBMares Wealth Management
Virginia
$293K +$394 +2 +0.1%
BC
1140
Barrett & Company
Rhode Island
$292K +$17.9K +91 +7%
BCG
1141
Breakwater Capital Group
New Jersey
$291K
WCG
1142
Weaver Consulting Group
California
$289K -$3.35K -17 -1%
AA
1143
Aufman Associates
Pennsylvania
$289K +$289K +1,466 New
WQ
1144
Wealth Quarterback
New Jersey
$289K -$592 -3 -0.2%
DIM
1145
Delta Investment Management
California
$289K +$39K +198 +16%
MLL
1146
Moody Lynn & Lieberson
Massachusetts
$288K
NP
1147
NorthRock Partners
Minnesota
$287K -$28.6K -145 -9%
LSA
1148
L & S Advisors
California
$286K -$7.69K -39 -3%
DP
1149
Denver PWM
Colorado
$286K +$1.58K +8 +0.6%
FCFC
1150
First Citizens Financial Corp
Iowa
$285K