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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 %
CP
1451
Castleview Partners
Texas
$40.5K
JFA
1452
JNBA Financial Advisors
Minnesota
$38.2K -$7.65K -40 -17%
DSC
1453
Duncker Streett & Co
Missouri
$38.2K
AA
1454
Addison Advisors
Vermont
$35.5K
CFG
1455
Copley Financial Group
California
$35.3K
PCTC
1456
Perkins Coie Trust Company
Washington
$34.9K +$34.9K +183 New
AW
1457
Avion Wealth
Texas
$34K +$187 +1 +0.6%
CWM
1458
Centricity Wealth Management
Ohio
$33.6K +$33.6K +176 New
TC
1459
Trust Company
Kansas
$32.5K +$32.5K +170 New
PFT
1460
Providence First Trust
Arizona
$31.5K +$31.5K +165 New
PBK
1461
Peoples Bank (Kansas)
Kansas
$31.1K
CPG
1462
Cornerstone Planning Group
New Jersey
$29.8K -$1.59K -8 -5%
TSMHT
1463
Thurston Springer Miller Herd & Titak
Indiana
$29K +$14.5K +76 +100%
KTC
1464
Kentucky Trust Company
Kentucky
$28.6K +$28.6K +150 New
APW
1465
Atlantic Private Wealth
North Carolina
$27.3K +$191 +1 +0.7%
CWP
1466
Concord Wealth Partners
Virginia
$26.9K
PS
1467
Pinney & Scofield
Massachusetts
$26.2K +$26.2K +137 New
GWM
1468
Grand Wealth Management
Michigan
$24.8K
DRP
1469
Decker Retirement Planning
Utah
$23.7K +$23.7K +124 New
BTD
1470
BankPlus Trust Department
Mississippi
$23.7K +$23.7K +124 New
TAM
1471
Townsend Asset Management
North Carolina
$23.5K
VCM
1472
Versant Capital Management
Arizona
$23.5K
VWWMG
1473
Vermillion & White Wealth Management Group
Pennsylvania
$23.1K
DCM
1474
Davis Capital Management
Florida
$21.4K -$8.21K -43 -28%
AWM
1475
Abound Wealth Management
Tennessee
$21.3K