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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 %
PA
1201
PSI Advisors
Florida
$247K
IAN
1202
Integrated Advisors Network
Texas
$245K +$245K +1,244 New
GCA
1203
Genesee Capital Advisors
New York
$244K
SPWG
1204
Sage Private Wealth Group
Illinois
$244K
PCG
1205
Prosperity Consulting Group
Maryland
$244K +$244K +1,235 New
BEI
1206
Benjamin Edwards Inc
Missouri
$243K +$243K +1,233 New
BMWM
1207
Brown Miller Wealth Management
Virginia
$243K -$214K -1,083 -47%
LSIA
1208
LaSalle St. Investment Advisors
Illinois
$242K +$1.18K +6 +0.5%
CCA
1209
Cora Capital Advisors
New Jersey
$242K -$5.92K -30 -2%
Luther King Capital Management (LKCM)
1210
Luther King Capital Management (LKCM)
Texas
$242K
CASB
1211
Cape Ann Savings Bank
Massachusetts
$242K +$242K +1,226 New
CAM
1212
Creekmur Asset Management
Illinois
$241K -$11.2K -57 -4%
CIA
1213
Cape Investment Advisory
Georgia
$241K +$109K +553 +83%
FG
1214
Fiduciary Group
Georgia
$239K +$2.96K +15 +1%
EI
1215
Ellevest Inc
New York
$238K -$261K -1,323 -52%
SWM
1216
SeaCrest Wealth Management
New York
$238K
IPAM
1217
Investment Partners Asset Management
New Jersey
$237K
PP
1218
Patten & Patten
Tennessee
$235K -$1.97K -10 -0.8%
HPC
1219
HM Payson & Co
Maine
$235K
PGA
1220
Portland Global Advisors
Maine
$234K
NWA
1221
Navis Wealth Advisors
New York
$234K -$21.3K -108 -8%
TF
1222
Tenon Financial
New Jersey
$234K +$234K +1,187 New
LGWM
1223
Litman Gregory Wealth Management
California
$234K
TH
1224
TCTC Holdings
Texas
$232K
BWP
1225
Balboa Wealth Partners
Arizona
$231K