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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 %
GWM
1301
Grand Wealth Management
Michigan
$24.3K
GWANC
1302
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.5K
VL
1303
Vima LLC
Michigan
$23.5K
TAM
1304
Townsend Asset Management
North Carolina
$23K
VCM
1305
Versant Capital Management
Arizona
$23K
VWWMG
1306
Vermillion & White Wealth Management Group
Pennsylvania
$22.6K +$22.6K +121 New
CPBTD
1307
Central Pacific Bank - Trust Division
Hawaii
$22.5K +$22.5K +121 New
FPF
1308
First Pacific Financial
Washington
$22.2K -$9.71K -52 -30%
FMP
1309
Financial Management Professionals
Texas
$21K +$5.34K +29 +34%
CTA
1310
Colonial Trust Advisors
South Carolina
$20.9K -$3.74K -20 -15%
AWM
1311
Abound Wealth Management
Tennessee
$20.8K
DCM
1312
Davis Capital Management
Florida
$20.8K
FFA
1313
Frazier Financial Advisors
Ohio
$20.7K
CMP
1314
Coston McIsaac & Partners
Maine
$19K
FGA
1315
Fortis Group Advisors
New Jersey
$18.7K -$18.7K -100 -50%
QPBE
1316
Quintet Private Bank (Europe)
Luxembourg
$18.6K -$2.78K -13 -13%
DFC
1317
DB Fitzpatrick & Co
Idaho
$17.7K
HFM
1318
Hartford Financial Management
Connecticut
$17.6K
ITIM
1319
Indiana Trust & Investment Management
Indiana
$17.2K
NC
1320
NewSquare Capital
Pennsylvania
$17.2K +$3.74K +20 +28%
RWM
1321
Ruedi Wealth Management
Illinois
$16.8K
JWM
1322
Janiczek Wealth Management
Colorado
$16.3K -$29.7K -159 -65%
GI
1323
Gradient Investments
Minnesota
$16.1K +$750 +4 +5%
POIA
1324
Pin Oak Investment Advisors
Texas
$16K -$7.53K -40 -32%
FWM
1325
FSA Wealth Management
Massachusetts
$14.9K