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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 %
TCM
1326
TruNorth Capital Management
Michigan
$70K
CBT
1327
CoreFirst Bank & Trust
Kansas
$70K +$70K +355 New
IWP
1328
IAG Wealth Partners
Wisconsin
$69K
AWA
1329
Authentikos Wealth Advisory
California
$67.4K +$67.4K +342 New
BCM
1330
Blume Capital Management
California
$64.5K +$64.5K +327 New
BBPWM
1331
Blue Bell Private Wealth Management
Pennsylvania
$62.5K
HWA
1332
HHM Wealth Advisors
Tennessee
$62.5K -$5.13K -26 -8%
PAG
1333
Paladin Advisory Group
Iowa
$59.5K
WPWM
1334
Western Pacific Wealth Management
Illinois
$59.4K
RP
1335
Rice Partnership
Hawaii
$57.6K
CFO
1336
Colony Family Offices
North Carolina
$53.8K +$23.5K +119 +77%
OHWP
1337
Oak Harbor Wealth Partners
North Carolina
$53.4K
WT
1338
Washington Trust
Rhode Island
$52.8K
PCM
1339
Palouse Capital Management
Washington
$51.1K
PP
1340
PrairieView Partners
Minnesota
$51K
KC
1341
Knuff & Co
California
$50.5K
RA
1342
Rise Advisors
New York
$49.7K +$394 +2 +0.8%
JFA
1343
JNBA Financial Advisors
Minnesota
$47.4K
ME
1344
McIlrath & Eck
Washington
$44.4K
IWMA
1345
Ironwood Wealth Management (Arizona)
Arizona
$43.6K
TAM
1346
Tucker Asset Management
Colorado
$42.2K -$50.7K -257 -55%
CP
1347
Castleview Partners
Texas
$42K
CTWM
1348
Cherry Tree Wealth Management
Minnesota
$41.8K
IBOK
1349
Independence Bank of Kentucky
Kentucky
$41.8K
HGA
1350
Hobbs Group Advisors
South Carolina
$39.8K +$39.8K +202 New