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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 %
PP
1276
PrairieView Partners
Minnesota
$47K
KC
1277
Knuff & Co
California
$46.6K
RA
1278
Rise Advisors
New York
$45.6K +$182 +1 +0.4%
IGWM
1279
ICA Group Wealth Management
Colorado
$45.5K -$155K -854 -77%
JFA
1280
JNBA Financial Advisors
Minnesota
$43.7K -$8.57K -47 -16%
RCM
1281
Rain Capital Management
Oregon
$41.4K
ME
1282
McIlrath & Eck
Washington
$41K
IWMA
1283
Ironwood Wealth Management (Arizona)
Arizona
$40.2K -$35.1K -193 -47%
CP
1284
Castleview Partners
Texas
$38.8K +$38.8K +213 New
CTWM
1285
Cherry Tree Wealth Management
Minnesota
$38.6K
IBOK
1286
Independence Bank of Kentucky
Kentucky
$38.6K
BLC
1287
Brown, Lisle/Cummings
Rhode Island
$38.4K
WIA
1288
Wetzel Investment Advisors
Indiana
$37.2K
DSC
1289
Duncker Streett & Co
Missouri
$36.4K
GLA
1290
Great Lakes Advisors
Illinois
$34.1K +$34.1K +187 New
AW
1291
Avion Wealth
Texas
$32K -$9.78K -55 -23%
BL
1292
BFSG LLC
California
$31.5K -$31.7K -174 -50%
PBK
1293
Peoples Bank (Kansas)
Kansas
$29.7K
CWM
1294
CarsonAllaria Wealth Management
Illinois
$28.6K +$1.64K +9 +6%
CFO
1295
Colony Family Offices
North Carolina
$28K
DF
1296
Dunhill Financial
United Kingdom
$26.2K +$182 +1 +0.7%
CWP
1297
Concord Wealth Partners
Virginia
$25.5K -$3.28K -18 -11%
GWM
1298
Grand Wealth Management
Michigan
$23.7K
GWANC
1299
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.9K
TAM
1300
Townsend Asset Management
North Carolina
$22.4K