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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 %
BWM
1426
Bernard Wealth Management
Michigan
$65.9K +$65.9K +345 New
WTFG
1427
Wood Tarver Financial Group
Idaho
$65K +$65K +342 New
BBPWM
1428
Blue Bell Private Wealth Management
Pennsylvania
$60.5K
MRP
1429
Measured Risk Portfolios
California
$59.6K +$59.6K +312 New
TCM
1430
TD Capital Management
Tennessee
$58.5K -$22.1K -116 -27%
PAG
1431
Paladin Advisory Group
Iowa
$57.6K
WPWM
1432
Western Pacific Wealth Management
Illinois
$57.5K
RP
1433
Rice Partnership
Hawaii
$55.7K
HWM
1434
HighMark Wealth Management
Minnesota
$53.7K -$1.45M -7,586 -96%
CFO
1435
Colony Family Offices
North Carolina
$52.1K
OHWP
1436
Oak Harbor Wealth Partners
North Carolina
$51.7K
WT
1437
Washington Trust
Rhode Island
$50.2K -$954 -5 -2%
PP
1438
PrairieView Partners
Minnesota
$50K
PCM
1439
Palouse Capital Management
Washington
$49.4K
GK
1440
Graney & King
New York
$49.2K +$49.2K +258 New
KC
1441
Knuff & Co
California
$48.9K
RA
1442
Rise Advisors
New York
$48.4K +$191 +1 +0.4%
HWA
1443
HHM Wealth Advisors
Tennessee
$48.1K -$12.4K -65 -21%
DWM
1444
Dogwood Wealth Management
Kansas
$45.2K +$45.2K +237 New
AF
1445
Atala Financial
California
$43.3K +$43.3K +227 New
ME
1446
McIlrath & Eck
Washington
$42.9K
IWMA
1447
Ironwood Wealth Management (Arizona)
Arizona
$42.2K
Q1WB
1448
Quest 10 Wealth Builders
Virginia
$42K +$42K +220 New
MAM
1449
Morse Asset Management
Connecticut
$40.8K +$40.8K +214 New
CTWM
1450
Cherry Tree Wealth Management
Minnesota
$40.5K