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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.

New
Increased
Maintained
Reduced
Closed
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 %
AF
251
Advisornet Financial
Minnesota
$5.78M -$1.27M -8,259 -18%
FMWA
252
Forvis Mazars Wealth Advisors
Missouri
$5.78M -$55.5K -361 -1%
SIAM
253
Sterling Investment Advisors (Missouri)
Missouri
$5.73M -$4.02M -26,112 -41%
NA
254
NewEdge Advisors
Louisiana
$5.7M -$49.8K -324 -0.9%
RA
255
Rodgers & Associates
Pennsylvania
$5.69M +$305K +1,982 +6%
SG Americas Securities
256
SG Americas Securities
New York
$5.58M -$2K -13 -0%
William Blair & Company
257
William Blair & Company
Illinois
$5.51M +$683K +4,438 +14%
MA
258
Mutual Advisors
Nebraska
$5.5M +$2.25M +14,613 +69%
BAM
259
Belpointe Asset Management
Nevada
$5.49M +$1.52M +9,876 +38%
BFG
260
Beacon Financial Group
Texas
$5.46M -$54.9K -339 -1%
CAG
261
Csenge Advisory Group
Florida
$5.41M +$168K +1,095 +3%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$5.39M -$966K -6,281 -15%
OCFG
263
O'Connor Financial Group
Illinois
$5.34M -$36.5K -237 -0.7%
HW
264
Hancock Whitney
Mississippi
$5.31M -$242K -1,572 -4%
SIA
265
Soltis Investment Advisors
Utah
$5.29M -$35.7K -232 -0.7%
ABC
266
Associated Banc-Corp
Wisconsin
$5.26M +$230K +1,498 +5%
SAG
267
Spotlight Asset Group
Illinois
$5.18M -$27.4K -178 -0.5%
FTS
268
Fifth Third Securities
Ohio
$5.17M -$772K -4,988 -13%
BEC
269
Blue Edge Capital
Virginia
$5.17M -$88.9K -578 -2%
TIM
270
Tortoise Investment Management
New York
$5.14M -$59.5K -387 -1%
NB
271
Nicolet Bankshares
Wisconsin
$5.12M +$39.8K +259 +0.8%
SIS
272
Strategic Investment Solutions
Illinois
$4.86M +$4.78M +29,574 +6,200%
CAL
273
Capital Advisors Ltd
Ohio
$4.77M +$418K +2,718 +10%
DAM
274
Derbend Asset Management
Georgia
$4.62M +$4.62M +30,049 New
Franklin Resources
275
Franklin Resources
California
$4.55M