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iShares S&P 500 Value ETF

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$6.11M -$253K -1,569 -4%
NA
252
NewEdge Advisors
Louisiana
$6.02M -$255K -1,581 -4%
EWA
253
EP Wealth Advisors
California
$5.94M -$26.3M -32,141 -82%
SG Americas Securities
254
SG Americas Securities
New York
$5.85M -$112K -697 -2%
HW
255
Hancock Whitney
Mississippi
$5.82M -$340K -2,110 -6%
RA
256
Rodgers & Associates
Pennsylvania
$5.64M +$958K +5,943 +20%
OCFG
257
O'Connor Financial Group
Illinois
$5.64M +$213K +1,319 +4%
SIA
258
Soltis Investment Advisors
Utah
$5.58M -$967 -6 -0%
PFA
259
Pinnacle Family Advisors
Missouri
$5.53M +$59.6K +370 +1%
BEC
260
Blue Edge Capital
Virginia
$5.51M -$54.8K -340 -1%
CAG
261
Csenge Advisory Group
Florida
$5.49M -$102K -634 -2%
SAG
262
Spotlight Asset Group
Illinois
$5.45M +$106K +656 +2%
TIM
263
Tortoise Investment Management
New York
$5.45M -$109K -678 -2%
BFG
264
Beacon Financial Group
Texas
$5.43M -$65.9K -413 -1%
NB
265
Nicolet Bankshares
Wisconsin
$5.32M
COCM
266
Charter Oak Capital Management
New Hampshire
$5.27M -$956K -5,931 -15%
ABC
267
Associated Banc-Corp
Wisconsin
$5.27M +$65K +403 +1%
Millennium Management
268
Millennium Management
New York
$5.19M +$2.64M +16,385 +104%
ASN
269
Advisory Services Network
Georgia
$5.17M -$338K -2,094 -6%
SF
270
Synovus Financial
Georgia
$5.11M -$856K -5,309 -14%
William Blair & Company
271
William Blair & Company
Illinois
$5.06M +$315K +1,956 +7%
AI
272
Atria Investments
North Carolina
$4.87M +$2.38M +14,745 +95%
GEA
273
Glen Eagle Advisors
New Jersey
$4.81M +$8.06K +50 +0.2%
Franklin Resources
274
Franklin Resources
California
$4.77M +$106K +660 +2%
Brown Advisory
275
Brown Advisory
Maryland
$4.76M -$8.7K -54 -0.2%