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iShares S&P 500 Value ETF

1,353 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
1176
Benjamin F. Edwards & Company
Missouri
$214K -$958K -5,259 -82%
TH
1177
TCTC Holdings
Texas
$214K
BWP
1178
Balboa Wealth Partners
Arizona
$213K -$1.01M -5,528 -82%
FCMT
1179
Founders Capital Management (Texas)
Texas
$213K
SGI
1180
Summit Global Investments
Utah
$212K +$212K +1,163 New
CP
1181
Covenant Partners
Tennessee
$212K
LA
1182
Latitude Advisors
Florida
$211K +$211K +1,162 New
OPPS
1183
Obsidian Personal Planning Solutions
Maryland
$211K
HI
1184
Human Investing
Oregon
$209K
Lazard Asset Management
1185
Lazard Asset Management
New York
$209K
CDH
1186
Charles D. Hyman
$209K
WLPWM
1187
Walled Lake Planning & Wealth Management
Illinois
$208K +$208K +1,145 New
T
1188
TrueFG
Texas
$208K
CHJWM
1189
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K +$208K +1,091 New
MCCP
1190
Mission Creek Capital Partners
California
$208K -$15.5K -85 -7%
VDI
1191
Vaughan David Investments
Illinois
$205K -$2K -11 -1%
VWM
1192
Valley Wealth Managers
New Jersey
$203K -$57.7K -317 -22%
CWM
1193
Cornerstone Wealth Management
Missouri
$203K +$203K +1,115 New
RMAM
1194
Raab & Moskowitz Asset Management
New Jersey
$203K +$203K +1,114 New
VT
1195
Vise Technologies
New York
$201K +$201K +1,102 New
CAM
1196
Clark Asset Management
New Hampshire
$200K
MC
1197
Mathes Company
New York
$200K
HCM
1198
Hollencrest Capital Management
California
$198K +$37.1K +204 +23%
BCCM
1199
Black Cypress Capital Management
Florida
$198K
TCOV
1200
Trust Company of Vermont
Vermont
$196K