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iShares S&P 500 Value ETF

1,534 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 482 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+110
Holders Change %
+7.72%
% of All Funds
20.43%
Holding in Top 10
123
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.95%
% of All Funds
1.64%
New
204
Increased
571
Reduced
482
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
1401
Westend Capital Management
California
$94.9K
BA
1402
Ballast Advisors
Minnesota
$94.9K
IWP
1403
IAG Wealth Partners
Wisconsin
$93.9K +$27.1K +142 +41%
SWA
1404
Serenus Wealth Advisors
California
$93.7K +$93.7K +93,684 New
FP
1405
Financial Perspectives
Minnesota
$91.5K +$382 +2 +0.4%
SIS
1406
Strategic Investment Solutions
Illinois
$91.1K
BGIM
1407
Brandywine Global Investment Management
Pennsylvania
$88K
W
1408
WealthCollab
Washington
$87.4K
OIA
1409
Optimum Investment Advisors
Illinois
$85.9K
PFA
1410
Pillar Financial Advisors
Kentucky
$85.9K +$85.9K +450 New
MHR
1411
Matthew Hamilton Rosenberg
$85.3K +$5.92K +31 +7%
TCG
1412
Transcendent Capital Group
Oklahoma
$82.5K -$3.38M -17,704 -98%
AIC
1413
Archer Investment Corporation
Indiana
$82.2K +$2.67K +14 +3%
TAM
1414
Tucker Asset Management
Colorado
$77.9K +$37K +194 +91%
FFA
1415
Frazier Financial Advisors
Ohio
$77.2K +$56K +294 +265%
Kayne Anderson Rudnick Investment Management
1416
Kayne Anderson Rudnick Investment Management
California
$72.3K
IIL
1417
Insight Inv LLC
California
$71.8K
PAI
1418
Pittenger & Anderson Inc
Nebraska
$71.6K -$30.5K -160 -30%
AWM
1419
Avondale Wealth Management
Texas
$71.6K +$2.48K +13 +4%
FFC
1420
First Financial Corp
Indiana
$69.9K +$69.9K +366 New
CAS
1421
Coppell Advisory Solutions
Texas
$68.4K -$4.19K -22 -6%
CWM
1422
CarsonAllaria Wealth Management
Illinois
$68.2K +$37.1K +194 +119%
TCM
1423
TruNorth Capital Management
Michigan
$67.8K
CBT
1424
CoreFirst Bank & Trust
Kansas
$67.8K
MMCM
1425
Murphy & Mullick Capital Management
New York
$67.2K +$67.2K +352 New