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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 %
FG
1176
Fiduciary Group
Georgia
$223K
SWM
1177
Segment Wealth Management
Texas
$223K +$223K +1,194 New
FPCG
1178
Fort Pitt Capital Group
Pennsylvania
$222K -$24.5K -131 -10%
PGA
1179
Portland Global Advisors
Maine
$222K
LGWM
1180
Litman Gregory Wealth Management
California
$221K +$221K +1,184 New
MHB
1181
Midwest Heritage Bank
Iowa
$221K +$221K +1,181 New
GI
1182
GAMMA Investing
California
$220K -$38.1K -204 -15%
TH
1183
TCTC Holdings
Texas
$220K
FCMT
1184
Founders Capital Management (Texas)
Texas
$219K -$17.7K -95 -7%
CP
1185
Covenant Partners
Tennessee
$217K -$17.9K -96 -8%
DIM
1186
Delta Investment Management
California
$217K -$4.73M -25,306 -96%
RF
1187
RHS Financial
California
$217K +$217K +1,159 New
CDH
1188
Charles D. Hyman
$215K +$215K +1,150 New
HI
1189
Human Investing
Oregon
$215K +$215K +1,149 New
Lazard Asset Management
1190
Lazard Asset Management
New York
$214K
T
1191
TrueFG
Texas
$214K +$214K +1,145 New
PPP
1192
Private Portfolio Partners
New Jersey
$213K +$213K +1,142 New
VDI
1193
Vaughan David Investments
Illinois
$213K -$170K -907 -44%
AWM
1194
Aprio Wealth Management
Georgia
$213K +$213K +1,138 New
TA
1195
TFB Advisors
Kansas
$212K +$212K +1,191 New
OPPS
1196
Obsidian Personal Planning Solutions
Maryland
$208K +$208K +1,161 New
1WA
1197
180 Wealth Advisors
Washington
$208K +$208K +1,111 New
IGWM
1198
ICA Group Wealth Management
Colorado
$206K +$159K +850 +335%
CAM
1199
Clark Asset Management
New Hampshire
$206K +$206K +1,101 New
MC
1200
Mathes Company
New York
$205K +$205K +1,100 New