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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 %
FRA
1326
Front Row Advisors
California
$12.7K
FPF
1327
First Pacific Financial
Washington
$12.6K -$9.14K -50 -42%
CSWG
1328
Cardinal Strategic Wealth Guidance
Kentucky
$12K -$64.4K -354 -84%
FMB
1329
Field & Main Bank
Kentucky
$11.1K
PIP
1330
Peachtree Investment Partners
Florida
$10.4K
MPWT
1331
MassMutual Private Wealth & Trust
Connecticut
$9.1K +$9.1K +50 New
CMP
1332
Coston McIsaac & Partners
Maine
$9K -$9.52K -55 -51%
VAG
1333
VisionPoint Advisory Group
Texas
$8.92K -$28.4K -156 -76%
FNWA
1334
Financial Network Wealth Advisors
Utah
$8.74K +$8.74K +48 New
CC
1335
Cypress Capital
Tennessee
$8.55K +$8.55K +47 New
FUBT
1336
First United Bank & Trust
Maryland
$8.19K
EAM
1337
Eukles Asset Management
Ohio
$7.46K
1832 Asset Management
1338
1832 Asset Management
Ontario, Canada
$7.28K +$7.28K +40 New
FHC
1339
First Heartland Consultants
Missouri
$7.05K -$1.46K -8,041 -17%
VAMG
1340
Voisard Asset Management Group
Michigan
$6.74K
NMG
1341
New Millennium Group
Utah
$6.68K +$6.68K +37 New
PCWA
1342
Pacific Capital Wealth Advisors
California
$6.37K
MWA
1343
MFA Wealth Advisors
Pennsylvania
$5.46K +$5.46K +30 New
NRG
1344
Nemes Rush Group
Michigan
$4.37K -$4.37K -24 -50%
RMC
1345
Resources Management Corp
Connecticut
$4K
FGAM
1346
Financial Gravity Asset Management
Texas
$3.82K +$3.82K +21 New
IHWM
1347
Iron Horse Wealth Management
Iowa
$3.64K
MRCM
1348
M&R Capital Management
New Jersey
$3.64K
RWPA
1349
Richard W. Paul & Associates
Michigan
$3.09K
ICM
1350
Islay Capital Management
Texas
$2.55K