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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 %
MHB
1226
Midwest Heritage Bank
Iowa
$228K +$228K +1,159 New
VT
1227
Vise Technologies
New York
$228K +$11K +56 +5%
Lazard Asset Management
1228
Lazard Asset Management
New York
$226K
OPPS
1229
Obsidian Personal Planning Solutions
Maryland
$226K
T
1230
TrueFG
Texas
$226K
FTA
1231
Financial & Tax Architects
Missouri
$226K +$226K +1,144 New
PPP
1232
Private Portfolio Partners
New Jersey
$226K +$226K +1,144 New
HFO
1233
Heritage Family Offices
Arizona
$224K +$224K +1,135 New
MCCP
1234
Mission Creek Capital Partners
California
$224K -$986 -5 -0.4%
LFS
1235
Legacy Financial Strategies
Kansas
$224K +$224K +1,135 New
VDI
1236
Vaughan David Investments
Illinois
$222K -$592 -3 -0.3%
RMAM
1237
Raab & Moskowitz Asset Management
New Jersey
$220K
GJWM
1238
Gilliland Jeter Wealth Management
Arkansas
$217K +$39.8K +202 +22%
MC
1239
Mathes Company
New York
$217K
FB
1240
Fulton Bank
Pennsylvania
$216K +$216K +1,098 New
HCM
1241
Hollencrest Capital Management
California
$215K +$197 +1 +0.1%
ACP
1242
Aviance Capital Partners
Florida
$215K +$215K +1,090 New
SFMG
1243
Sage Financial Management Group
Virginia
$214K +$214K +1,084 New
RIG
1244
RiverFront Investment Group
Virginia
$214K +$214K +1,084 New
BCCM
1245
Black Cypress Capital Management
Florida
$214K -$789 -4 -0.4%
TCOV
1246
Trust Company of Vermont
Vermont
$213K
HIP
1247
Harrell Investment Partners
Texas
$212K +$212K +1,078 New
CHJWM
1248
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K
1WA
1249
180 Wealth Advisors
Washington
$211K +$211K +1,069 New
FFA
1250
Founders Financial Alliance
North Carolina
$211K +$41.4K +210 +24%