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iShares S&P 500 Value ETF

1,347 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
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
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 %
SPP
1151
Single Point Partners
Massachusetts
$243K
VFPI
1152
Vantage Financial Partners (Illinois)
Illinois
$243K
GSIAS
1153
Garden State Investment Advisory Services
New Jersey
$243K -$4.46K -24 -2%
GBT
1154
Grove Bank & Trust
Florida
$241K +$241K +1,290 New
GM
1155
GeoWealth Management
Illinois
$237K +$237K +1,268 New
PS
1156
Planned Solutions
California
$237K
VCM
1157
Vivaldi Capital Management
Illinois
$236K -$27.8K -151 -11%
FB
1158
Fulton Bank
Pennsylvania
$235K
CCA
1159
Cora Capital Advisors
New Jersey
$235K
SFG
1160
Sage Financial Group
Pennsylvania
$234K +$561 +3 +0.2%
PA
1161
PSI Advisors
Florida
$234K -$9.34K -50 -4%
TCWM
1162
Total Clarity Wealth Management
Illinois
$233K +$233K +1,245 New
GCA
1163
Genesee Capital Advisors
New York
$232K
LSA
1164
Lion Street Advisors
Texas
$232K
HPC
1165
HM Payson & Co
Maine
$231K +$8.97K +48 +4%
MCCP
1166
Mission Creek Capital Partners
California
$229K +$374 +2 +0.2%
ML
1167
McAdam LLC
Pennsylvania
$227K
TI
1168
Trexquant Investment
Connecticut
$226K +$226K +1,209 New
FA
1169
Fiducient Advisors
Illinois
$225K +$225K +1,204 New
SPWG
1170
Syntegra Private Wealth Group
Missouri
$225K +$225K +1,202 New
SIC
1171
Samalin Investment Counsel
New York
$225K -$184K -984 -45%
PP
1172
Patten & Patten
Tennessee
$224K
IPAM
1173
Investment Partners Asset Management
New Jersey
$224K
BHIA
1174
Birch Hill Investment Advisors
Massachusetts
$224K
FG
1175
Fiduciary Group
Georgia
$223K