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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 %
WT
1276
Washington Trust
Rhode Island
$50.1K -$79.4K -425 -61%
PP
1277
PrairieView Partners
Minnesota
$49K
BL
1278
Balentine LLC
Georgia
$48.9K
PCM
1279
Palouse Capital Management
Washington
$48.4K +$48.4K +259 New
KC
1280
Knuff & Co
California
$47.8K
RA
1281
Rise Advisors
New York
$46.6K +$187 +1 +0.4%
AW
1282
Avion Wealth
Texas
$44K +$187 +1 +0.4%
ME
1283
McIlrath & Eck
Washington
$42K
RCM
1284
Rain Capital Management
Oregon
$42K +$187 +1 +0.4%
CTWM
1285
Cherry Tree Wealth Management
Minnesota
$39.6K
IBOK
1286
Independence Bank of Kentucky
Kentucky
$39.6K
BLC
1287
Brown, Lisle/Cummings
Rhode Island
$39.4K
VAG
1288
VisionPoint Advisory Group
Texas
$38.3K
DSC
1289
Duncker Streett & Co
Missouri
$37.4K
WIA
1290
Wetzel Investment Advisors
Indiana
$35.2K
AA
1291
Addison Advisors
Vermont
$34.7K
OC
1292
Oakworth Capital
Alabama
$31.4K
PBK
1293
Peoples Bank (Kansas)
Kansas
$30.5K
CWP
1294
Concord Wealth Partners
Virginia
$29.5K -$36.7K -196 -55%
NIC
1295
Northwest Investment Counselors
Oregon
$29.1K +$29.1K +156 New
CFO
1296
Colony Family Offices
North Carolina
$28.8K
CWM
1297
CarsonAllaria Wealth Management
Illinois
$27.8K +$20.7K +110 +289%
DF
1298
Dunhill Financial
United Kingdom
$26.8K
RTL
1299
Red Tortoise LLC
Georgia
$26.7K +$6.17K +33 +30%
PAM
1300
Palisade Asset Management
Minnesota
$26.3K +$26.3K +141 New