IVE icon

iShares S&P 500 Value ETF

1,424 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
1,424
Holders Change
+71
Holders Change %
+5.25%
% of All Funds
20.6%
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 %
WI
1301
Wintrust Investments
Illinois
$109K -$971K -4,954 -90%
PAI
1302
Pittenger & Anderson Inc
Nebraska
$105K
LFA
1303
LGT Financial Advisors
Texas
$102K +$197 +1 +0.2%
RFG
1304
REAP Financial Group
Texas
$102K -$11.4K -58 -10%
FDCP
1305
Foster Dykema Cabot & Partners
Massachusetts
$101K +$101K +512 New
WCM
1306
Westend Capital Management
California
$98K
BA
1307
Ballast Advisors
Minnesota
$98K
DJSG
1308
D.J. St. Germain
Massachusetts
$94.4K -$4.34K -22 -4%
SIS
1309
Strategic Investment Solutions
Illinois
$94.1K
FP
1310
Financial Perspectives
Minnesota
$94K +$591 +3 +0.6%
NFA
1311
Northwest Financial Advisors
Virginia
$93.1K +$93.1K +472 New
BGIM
1312
Brandywine Global Investment Management
Pennsylvania
$92.1K +$92.1K +461 New
W
1313
WealthCollab
Washington
$90.3K
OIA
1314
Optimum Investment Advisors
Illinois
$88.7K
S
1315
Syntrinsic
Colorado
$86.5K +$395 +2 +0.5%
TCM
1316
TD Capital Management
Tennessee
$83.4K -$8.87K -45 -10%
AIC
1317
Archer Investment Corporation
Indiana
$82.2K +$197 +1 +0.2%
MHR
1318
Matthew Hamilton Rosenberg
$82K
RFA
1319
Register Financial Advisors
Georgia
$78.7K
CAS
1320
Coppell Advisory Solutions
Texas
$74.9K +$7.86K +40 +12%
Kayne Anderson Rudnick Investment Management
1321
Kayne Anderson Rudnick Investment Management
California
$74.8K
RWM
1322
Reston Wealth Management
Virginia
$74.3K +$74.3K +377 New
IIL
1323
Insight Inv LLC
California
$74.1K
PIM
1324
Progressive Investment Management
Oregon
$73.9K
AWM
1325
Avondale Wealth Management
Texas
$71.4K