IVE icon

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 %
RTL
1476
Red Tortoise LLC
Georgia
$21K
RI
1477
Ridgewood Investments
New Jersey
$20.8K
CTA
1478
Colonial Trust Advisors
South Carolina
$20.4K -$954 -5 -4%
BIG
1479
Brooklyn Investment Group
New York
$19.5K +$19.5K +102 New
QPBE
1480
Quintet Private Bank (Europe)
Luxembourg
$19.1K
TC
1481
Truvestments Capital
Florida
$19.1K
FGA
1482
Fortis Group Advisors
New Jersey
$19.1K
DFC
1483
DB Fitzpatrick & Co
Idaho
$18.1K
HFM
1484
Hartford Financial Management
Connecticut
$17.9K
ITIM
1485
Indiana Trust & Investment Management
Indiana
$17.6K
RWM
1486
Ruedi Wealth Management
Illinois
$17.2K
BAM
1487
Bellevue Asset Management
Washington
$16.4K +$16.4K +86 New
FMP
1488
Financial Management Professionals
Texas
$16.2K -$5.54K -29 -25%
DF
1489
DecisionPoint Financial
Arizona
$15.5K
FWM
1490
FSA Wealth Management
Massachusetts
$15.3K
SIM
1491
Studio Investment Management
Illinois
$14.9K
MA
1492
Modus Advisors
Minnesota
$14.9K +$14.9K +78 New
HHGA
1493
Halbert Hargrove Global Advisors
California
$14.3K +$14.3K +75 New
PWM
1494
Parkworth Wealth Management
California
$14.1K +$14.1K +74 New
POIA
1495
Pin Oak Investment Advisors
Texas
$14K
TFA
1496
Toth Financial Advisory
Virginia
$13.6K
ANBT
1497
American National Bank & Trust
Texas
$13.6K
CT
1498
Coastline Trust
Rhode Island
$13.4K
HWM
1499
Hemington Wealth Management
Virginia
$13K
PFG
1500
Putney Financial Group
California
$12.2K +$12.2K +64 New