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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.

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 %
TL
1451
Tradewinds LLC
North Carolina
-$291K -1,599 Closed
T
1452
TCWP
Ohio
-$278K -1,530 Closed
MWAM
1453
Manhattan West Asset Management
California
-$245K -1,346 Closed
FOFP
1454
Fee-Only Financial Planning
South Carolina
-$226K -1,244 Closed
WLPWM
1455
Walled Lake Planning & Wealth Management
Illinois
-$208K -1,145 Closed
CAM
1456
Clark Asset Management
New Hampshire
-$200K -1,101 Closed
GLR
1457
Great Lakes Retirement
Ohio
-$122K -673 Closed
CC
1458
Cultivar Capital
Texas
-$109K -600 Closed
AWM
1459
Ameliora Wealth Management
Switzerland
-$91K -500 Closed
CB
1460
Chris Bulman
California
-$84.3K -463 Closed
BL
1461
Balentine LLC
Georgia
-$47.7K -262 Closed
WIA
1462
Wetzel Investment Advisors
Indiana
-$37.2K -199 Closed
GI
1463
Gradient Investments
Minnesota
-$15.7K -86 Closed
FRA
1464
Front Row Advisors
California
-$12.7K -70 Closed
FPF
1465
First Pacific Financial
Washington
-$12.6K -69 Closed
MPWT
1466
MassMutual Private Wealth & Trust
Connecticut
-$9.1K -50 Closed
VAG
1467
VisionPoint Advisory Group
Texas
-$8.92K -49 Closed
CC
1468
Cypress Capital
Tennessee
-$8.55K -47 Closed
1832 Asset Management
1469
1832 Asset Management
Ontario, Canada
-$7.28K -40 Closed
VAMG
1470
Voisard Asset Management Group
Michigan
-$6.74K -37 Closed