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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 %
PIS
1501
POM Investment Strategies
North Carolina
$12K
AG
1502
AmeriFlex Group
Nevada
$12K +$12K +61 New
FMB
1503
Field & Main Bank
Kentucky
$11.6K
ACA
1504
American Capital Advisory
Idaho
$11.3K +$11.3K +59 New
PIP
1505
Peachtree Investment Partners
Florida
$11K +$190 +1 +2%
KWM
1506
Kiker Wealth Management
Georgia
$9.35K +$9.35K +49 New
MSWA
1507
Marshall & Sterling Wealth Advisors
New York
$8.06K +$8.06K +43 New
OCM
1508
Orion Capital Management
California
$7.68K +$7.68K +40 New
NWM
1509
Nova Wealth Management
Florida
$7.44K +$7.44K +39 New
NMG
1510
New Millennium Group
Utah
$7.02K
PCWA
1511
Pacific Capital Wealth Advisors
California
$6.68K
VWA
1512
Valued Wealth Advisors
Utah
$6.49K -$27.7K -145 -81%
BCM
1513
Blume Capital Management
California
$5.73K -$56.7K -297 -91%
RMC
1514
Resources Management Corp
Connecticut
$5K
VNA
1515
Valley National Advisers
Pennsylvania
$5K
FUBT
1516
First United Bank & Trust
Maryland
$4.77K
NRG
1517
Nemes Rush Group
Michigan
$4.63K
FGC
1518
Financial Gravity Companies
Texas
$4.01K
IHWM
1519
Iron Horse Wealth Management
Iowa
$3.82K
RF
1520
Roxbury Financial
New Jersey
$3.76K +$3.76K +18 New
MBFW
1521
Morton Brown Family Wealth
Pennsylvania
$3.44K
RWPA
1522
Richard W. Paul & Associates
Michigan
$3.25K
AWM
1523
Atticus Wealth Management
Florida
$3.25K
WWA
1524
Wingate Wealth Advisors
Massachusetts
$2.88K +$2.88K +15 New
PAIM
1525
Punch & Associates Investment Management
Minnesota
$2.86K