IVE icon

iShares S&P 500 Value ETF

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.19%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Centerpoint Advisors
Massachusetts
$6.87M -$194K -1,262 -3%
BFS
227
Bradley Foster & Sargent
Connecticut
$6.83M
AIG
228
American International Group
New York
$6.77M -$6.06M -39,393 -47%
UAS
229
United Asset Strategies
New York
$6.73M -$463K -3,010 -6%
GWM
230
Geneos Wealth Management
Colorado
$6.61M +$133K +863 +2%
BFA
231
BBJS Financial Advisors
Washington
$6.58M -$1.44M -9,361 -18%
BCM
232
Brookstone Capital Management
Illinois
$6.44M +$318K +2,092 +5%
SWM
233
Soundmark Wealth Management
Washington
$6.4M
VC
234
Vicus Capital
Pennsylvania
$6.4M -$549K -3,566 -8%
CAL
235
Capital Analysts LLC
Pennsylvania
$6.31M -$221K -1,440 -3%
EWA
236
Exencial Wealth Advisors
Oklahoma
$6.27M -$8.46K -55 -0.1%
RWM
237
RKL Wealth Management
Pennsylvania
$6.21M -$79.1K -514 -1%
AWM
238
AE Wealth Management
Kansas
$6.21M -$6.1M -39,629 -50%
YIA
239
YHB Investment Advisors
Connecticut
$6.15M
PFA
240
Pure Financial Advisors
California
$6.15M +$209K +1,360 +4%
AI
241
Atria Investments
North Carolina
$6.11M +$1.47M +9,535 +32%
WJA
242
Willis Johnson & Associates
Texas
$6.1M -$372K -2,416 -6%
RWS
243
Resolute Wealth Strategies
Mississippi
$6.07M -$77.5K -504 -1%
NF
244
Nvest Financial
New Hampshire
$6.05M -$117K -763 -2%
SS
245
Sunbelt Securities
Texas
$6.05M +$5.08K +33 +0.1%
EWA
246
EP Wealth Advisors
California
$6.05M +$4.93M +32,061 +443%
PFG
247
Pacific Financial Group
Washington
$5.99M +$23.4K +152 +0.4%
DA
248
Detalus Advisors
Missouri
$5.94M +$5.94M +38,627 New
FEG
249
Financial Enhancement Group
Indiana
$5.81M -$37.2K -240 -0.6%
WPW
250
Watershed Private Wealth
Illinois
$5.81M -$62.8K -408 -1%