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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 %
S
1251
Syntrinsic
Colorado
$79.4K +$546 +3 +0.7%
AIC
1252
Archer Investment Corporation
Indiana
$75.7K -$41.7K -229 -36%
MHR
1253
Matthew Hamilton Rosenberg
$75.3K
APW
1254
Atlantic Private Wealth
North Carolina
$74.1K -$59.5K -327 -45%
Russell Investments Group
1255
Russell Investments Group
United Kingdom
$74.1K +$73.3K +403 +10,075%
RFA
1256
Register Financial Advisors
Georgia
$72.6K
SMA
1257
Sage Mountain Advisors
Georgia
$69.5K
Kayne Anderson Rudnick Investment Management
1258
Kayne Anderson Rudnick Investment Management
California
$69K
IIL
1259
Insight Inv LLC
California
$68.4K
PIM
1260
Progressive Investment Management
Oregon
$68.3K
AWM
1261
Avondale Wealth Management
Texas
$65.9K +$13.1K +72 +25%
TCM
1262
TruNorth Capital Management
Michigan
$64.6K +$64.6K +355 New
IWP
1263
IAG Wealth Partners
Wisconsin
$63.7K
HWA
1264
HHM Wealth Advisors
Tennessee
$62.4K -$4.37K -24 -7%
CAS
1265
Coppell Advisory Solutions
Texas
$62.1K +$62.1K +341 New
BBPWM
1266
Blue Bell Private Wealth Management
Pennsylvania
$57.7K
CPG
1267
Cornerstone Planning Group
New Jersey
$56.5K -$36.3K -200 -39%
WPWM
1268
Western Pacific Wealth Management
Illinois
$54.9K
PAG
1269
Paladin Advisory Group
Iowa
$54.7K
RP
1270
Rice Partnership
Hawaii
$53.1K
AA
1271
Addison Advisors
Vermont
$50.8K +$16.9K +93 +50%
OHWP
1272
Oak Harbor Wealth Partners
North Carolina
$49.3K
WT
1273
Washington Trust
Rhode Island
$48.8K
BL
1274
Balentine LLC
Georgia
$47.7K
PCM
1275
Palouse Capital Management
Washington
$47.1K