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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 %
VWM
1276
Valley Wealth Managers
New Jersey
$178K -$42.8K -217 -19%
WB
1277
Webster Bank
Connecticut
$177K
MFC
1278
Mechanics Financial Corp
Ohio
$176K
AssetMark Inc
1279
AssetMark Inc
California
$169K +$24.4K +124 +17%
PWM
1280
Provident Wealth Management
Tennessee
$168K
GFPC
1281
Global Financial Private Client
Florida
$166K -$4.73K -24 -3%
ZB
1282
Zions Bancorporation
Utah
$154K
DF
1283
Dunhill Financial
United Kingdom
$151K +$122K +621 +431%
TRCT
1284
Tower Research Capital (TRC)
New York
$149K +$148K +751 +25,033%
AWM
1285
Activest Wealth Management
Florida
$146K
GWSG
1286
GPS Wealth Strategies Group
Colorado
$145K +$1.97K +10 +1%
LB
1287
Legacy Bridge
Iowa
$144K
TF
1288
Tompkins Financial
New York
$143K -$6.51K -33 -4%
CA
1289
Crewe Advisors
Utah
$139K -$197 -1 -0.1%
Russell Investments Group
1290
Russell Investments Group
United Kingdom
$139K +$59K +299 +73%
CT
1291
Colonial Trust
South Carolina
$135K
OP
1292
ORG Partners
Indiana
$134K -$29.4K -149 -18%
CSB
1293
City State Bank
Iowa
$133K
CCA
1294
Criterion Capital Advisors
Tennessee
$129K
KWAG
1295
Kiely Wealth Advisory Group
North Carolina
$128K
MWM
1296
Mascoma Wealth Management
New Hampshire
$126K
FPB
1297
First PREMIER Bank
South Dakota
$121K
FCMT
1298
Founders Capital Management (Texas)
Texas
$120K -$111K -565 -48%
ATC
1299
Advantage Trust Company
Kansas
$118K
TCM
1300
Tradewinds Capital Management
Washington
$113K +$5.32K +27 +5%