We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

1,361 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 102 funds opening new positions, 501 increasing their positions, 464 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,443% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $1.27M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

8% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 464

1% more funds holding

Funds holding: 1,3511,361 (+10)

0.29% more ownership

Funds ownership: 77.37%77.65% (+0.29%)

3% less capital invested

Capital invested by funds: $26.4B → $25.6B (-$817M)

14% less funds holding in top 10

Funds holding in top 10: 127109 (-18)

Holders
1,361
Holders Change
+10
Holders Change %
+0.74%
% of All Funds
19.66%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.57%
New
102
Increased
501
Reduced
464
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1401
Renaissance Technologies
New York
-$374K -2,000 Closed
1WM
1402
1900 Wealth Management
Texas
-$370K -1,982 Closed
BSSFA
1403
Baron Silver Stevens Financial Advisors
Florida
-$296K -1,583 Closed
CIA
1404
Capital Investment Advisors
Georgia
-$288K -1,540 Closed
WA
1405
WESPAC Advisors
California
-$282K -1,510 Closed
BKA
1406
Brick & Kyle Associates
Pennsylvania
-$276K -1,501 Closed
SL
1407
Summitry LLC
California
-$280K -1,500 Closed
Capstone Investment Advisors
1408
Capstone Investment Advisors
New York
-$249K -1,335 Closed
SPP
1409
Single Point Partners
Massachusetts
-$243K -1,299 Closed
FB
1410
Fulton Bank
Pennsylvania
-$235K -1,258 Closed
SFFS
1411
Stonehage Fleming Financial Services
Jersey
-$189K -1,245 Closed
TCWM
1412
Total Clarity Wealth Management
Illinois
-$233K -1,245 Closed
TI
1413
Trexquant Investment
Connecticut
-$226K -1,209 Closed
FPCG
1414
Fort Pitt Capital Group
Pennsylvania
-$222K -1,191 Closed
TA
1415
TFB Advisors
Kansas
-$212K -1,191 Closed
MHB
1416
Midwest Heritage Bank
Iowa
-$221K -1,181 Closed
RF
1417
RHS Financial
California
-$217K -1,159 Closed
PPP
1418
Private Portfolio Partners
New Jersey
-$213K -1,142 Closed
AWM
1419
Aprio Wealth Management
Georgia
-$213K -1,138 Closed
1WA
1420
180 Wealth Advisors
Washington
-$208K -1,111 Closed
ACP
1421
Aviance Capital Partners
Florida
-$204K -1,090 Closed
EBSAM
1422
Eubel Brady & Suttman Asset Management
Ohio
-$203K -1,087 Closed
SFMG
1423
Sage Financial Management Group
Virginia
-$203K -1,084 Closed
MAWCM
1424
Mine & Arao Wealth Creation & Management
California
-$186K -996 Closed
LF
1425
LifeSteps Financial
California
-$126K -673 Closed