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iShares S&P 500 Value ETF

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1276
Sather Financial Group
Texas
$254K
AAG
1277
Armstrong Advisory Group
Massachusetts
$254K +$60.9K +319 +32%
SI
1278
Seeds Investor
New York
$254K +$254K +1,330 New
RIA
1279
Realta Investment Advisors
Delaware
$253K +$11.5K +60 +5%
FNBTCON
1280
First National Bank & Trust Co of Newtown
Pennsylvania
$251K -$164K -860 -40%
SPP
1281
Single Point Partners
Massachusetts
$248K +$248K +1,299 New
IA
1282
IFC Advisors
California
$248K +$248K +1,297 New
SPWG
1283
Syntegra Private Wealth Group
Missouri
$247K -$3.82K -20 -2%
GBT
1284
Grove Bank & Trust
Florida
$246K
CA
1285
Clune & Associates
Illinois
$245K +$245K +1,286 New
FHA
1286
Flagship Harbor Advisors
Massachusetts
$244K -$4.77K -25 -2%
AWA
1287
Acorn Wealth Advisors
Michigan
$243K +$763 +4 +0.3%
PS
1288
Planned Solutions
California
$242K
CCA
1289
Cottonwood Capital Advisors
Utah
$241K -$7.06K -37 -3%
SFG
1290
Sage Financial Group
Pennsylvania
$241K +$764 +4 +0.3%
GCA
1291
Genesee Capital Advisors
New York
$237K
SB
1292
Simmons Bank
Arkansas
$235K +$235K +1,232 New
CAM
1293
Creekmur Asset Management
Illinois
$234K +$1.15K +6 +0.5%
CCA
1294
Cora Capital Advisors
New Jersey
$234K
CASB
1295
Cape Ann Savings Bank
Massachusetts
$234K
HCWM
1296
Hidden Cove Wealth Management
Washington
$234K +$234K +1,226 New
BKA
1297
Brick & Kyle Associates
Pennsylvania
$234K +$234K +1,226 New
CPC
1298
Consolidated Planning Corp
Georgia
$233K +$233K +1,222 New
PCI
1299
Planning Center Inc
Illinois
$232K -$197K -1,030 -46%
FG
1300
Fiduciary Group
Georgia
$231K