IVE icon

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 %
TF
1226
Tompkins Financial
New York
$125K +$9.34K +50 +8%
BCMLT
1227
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K +$109K +581 +726%
GFPC
1228
Global Financial Private Client
Florida
$123K +$123K +660 New
SNB
1229
Security National Bank
Nebraska
$121K
AIC
1230
Archer Investment Corporation
Indiana
$121K +$5.04K +27 +4%
MWM
1231
Mascoma Wealth Management
New Hampshire
$119K
CIA
1232
Cape Investment Advisory
Georgia
$116K +$86.5K +463 +291%
FPB
1233
First PREMIER Bank
South Dakota
$115K
KWAG
1234
Kiely Wealth Advisory Group
North Carolina
$115K
HGERS
1235
Householder Group Estate & Retirement Specialist
Arizona
$113K
ATC
1236
Advantage Trust Company
Kansas
$112K
CCA
1237
Criterion Capital Advisors
Tennessee
$110K +$110K +589 New
AWM
1238
Atticus Wealth Management
Florida
$103K -$37K -198 -26%
BA
1239
Ballast Advisors
Minnesota
$102K
PAI
1240
Pittenger & Anderson Inc
Nebraska
$99.9K
DJSG
1241
D.J. St. Germain
Massachusetts
$93.6K -$187 -1 -0.2%
AWM
1242
Ameliora Wealth Management
Switzerland
$93.4K
WCM
1243
Westend Capital Management
California
$92.8K +$92.8K +497 New
RG
1244
Retirement Group
California
$92.3K -$6.54K -35 -7%
CPG
1245
Cornerstone Planning Group
New Jersey
$92.1K +$91.6K +508 +16,933%
TCG
1246
Transcendent Capital Group
Oklahoma
$91.8K +$748 +4 +0.8%
TCM
1247
TD Capital Management
Tennessee
$89.1K
FP
1248
Financial Perspectives
Minnesota
$88.1K +$373 +2 +0.4%
GWSG
1249
GPS Wealth Strategies Group
Colorado
$86.7K
W
1250
WealthCollab
Washington
$85.6K