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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 %
OIA
1251
Optimum Investment Advisors
Illinois
$84.1K
S
1252
Syntrinsic
Colorado
$81.1K +$374 +2 +0.5%
TAM
1253
Tucker Asset Management
Colorado
$80.7K +$80.7K +432 New
CSWG
1254
Cardinal Strategic Wealth Guidance
Kentucky
$78.5K +$78.5K +420 New
IWMA
1255
Ironwood Wealth Management (Arizona)
Arizona
$77.3K +$36.1K +193 +87%
MHR
1256
Matthew Hamilton Rosenberg
$77.2K
RFA
1257
Register Financial Advisors
Georgia
$74.5K +$28K +150 +60%
SMA
1258
Sage Mountain Advisors
Georgia
$71.4K +$187 +1 +0.3%
Kayne Anderson Rudnick Investment Management
1259
Kayne Anderson Rudnick Investment Management
California
$70.8K -$40.2K -215 -36%
IIL
1260
Insight Inv LLC
California
$70.2K
PIM
1261
Progressive Investment Management
Oregon
$70.1K
HWA
1262
HHM Wealth Advisors
Tennessee
$68.6K +$22.4K +120 +49%
CBT
1263
CoreFirst Bank & Trust
Kansas
$66.3K
IWP
1264
IAG Wealth Partners
Wisconsin
$65.4K
BL
1265
BFSG LLC
California
$64.8K +$560 +3 +0.9%
BBPWM
1266
Blue Bell Private Wealth Management
Pennsylvania
$59.2K
WPWM
1267
Western Pacific Wealth Management
Illinois
$56.3K +$187 +1 +0.3%
PAG
1268
Paladin Advisory Group
Iowa
$56.1K
RP
1269
Rice Partnership
Hawaii
$54.5K
AWM
1270
Avondale Wealth Management
Texas
$54.2K
FFWA
1271
FRG Family Wealth Advisors
Washington
$54K +$54K +302 New
First Manhattan
1272
First Manhattan
New York
$53.8K
JFA
1273
JNBA Financial Advisors
Minnesota
$53.7K
FIM
1274
Fernwood Investment Management
Massachusetts
$52.7K +$52.7K +282 New
OHWP
1275
Oak Harbor Wealth Partners
North Carolina
$50.6K