IVE icon

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 %
GSIAS
1151
Garden State Investment Advisory Services
New Jersey
$284K +$26.8K +136 +10%
WFC
1152
Western Financial Corp
California
$283K -$5.72K -29 -2%
SAMT
1153
Select Asset Management & Trust
Pennsylvania
$283K -$14.4K -73 -5%
FCIM
1154
Fairview Capital Investment Management
California
$282K
KHCM
1155
Kirtland Hills Capital Management
Ohio
$281K +$281K +1,426 New
BFP
1156
Beacon Financial Planning
Massachusetts
$281K +$1.58K +8 +0.6%
SFWC
1157
Strategic Family Wealth Counselors
New Jersey
$280K -$103K -520 -27%
SEM
1158
Strategic Equity Management
Arizona
$280K +$280K +1,418 New
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$279K -$13.6K -69 -5%
AAS
1160
Annex Advisory Services
Wisconsin
$279K +$279K +1,413 New
CFGA
1161
Cambridge Financial Group (Arizona)
Arizona
$278K
TWCA
1162
Two West Capital Advisors
Kansas
$277K -$197 -1 -0.1%
RAS
1163
RPS Advisory Solutions
Kentucky
$276K -$481K -2,440 -64%
LFASL
1164
Lugano Financial Advisors SA (LFA)
Switzerland
$276K
ML
1165
McAdam LLC
Pennsylvania
$275K +$17.6K +89 +7%
PPWM
1166
Perissos Private Wealth Management
Oklahoma
$275K -$987K -5,004 -78%
BHPW
1167
Beverly Hills Private Wealth
California
$274K -$116K -590 -30%
UCB
1168
United Community Bank
South Carolina
$273K -$13.8K -70 -5%
CHC
1169
City Holding Co
West Virginia
$273K
CWM
1170
Chesapeake Wealth Management
Virginia
$272K +$9.86K +50 +4%
BA
1171
Bellwether Advisors
Nebraska
$272K +$24.8K +126 +10%
NIA
1172
NIA Impact Advisors
California
$271K
SWM
1173
Sagace Wealth Management
Florida
$268K
WBC
1174
West Branch Capital
Massachusetts
$267K
SFP
1175
Strategic Financial Partners
Oregon
$267K