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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 %
DSC
1351
Duncker Streett & Co
Missouri
$39.4K
HT
1352
Headlands Technologies
Illinois
$37.1K +$37.1K +188 New
AA
1353
Addison Advisors
Vermont
$36.7K -$18.3K -93 -33%
CFG
1354
Copley Financial Group
California
$36.5K +$36.5K +185 New
VWA
1355
Valued Wealth Advisors
Utah
$35.3K +$35.3K +179 New
AW
1356
Avion Wealth
Texas
$35K +$193 +1 +0.6%
FAM
1357
Flaharty Asset Management
Florida
$34.3K +$34.3K +174 New
CWM
1358
CarsonAllaria Wealth Management
Illinois
$32.2K +$1.19K +6 +4%
PBK
1359
Peoples Bank (Kansas)
Kansas
$32.1K
CPG
1360
Cornerstone Planning Group
New Jersey
$30.9K -$30K -153 -49%
NIC
1361
Northwest Investment Counselors
Oregon
$30.8K +$30.8K +156 New
DCM
1362
Davis Capital Management
Florida
$30.6K +$8.48K +43 +38%
APW
1363
Atlantic Private Wealth
North Carolina
$28.1K -$52.4K -265 -65%
CWP
1364
Concord Wealth Partners
Virginia
$27.7K +$196 +1 +0.7%
GWM
1365
Grand Wealth Management
Michigan
$25.6K
GWANC
1366
Guardian Wealth Advisors (North Carolina)
North Carolina
$24.8K
TAM
1367
Townsend Asset Management
North Carolina
$24.3K
VCM
1368
Versant Capital Management
Arizona
$24.3K
VWWMG
1369
Vermillion & White Wealth Management Group
Pennsylvania
$23.9K
CTA
1370
Colonial Trust Advisors
South Carolina
$22.1K
FMP
1371
Financial Management Professionals
Texas
$22K
AWM
1372
Abound Wealth Management
Tennessee
$22K
FFA
1373
Frazier Financial Advisors
Ohio
$21.9K
RTL
1374
Red Tortoise LLC
Georgia
$21.7K
RI
1375
Ridgewood Investments
New Jersey
$21.5K