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iShares S&P 500 Value ETF

1,251 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+110
Holders Change %
+9.64%
% of All Funds
18.34%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
189
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
301
Delta Investment Management
California
$4.6M -$88.9K -511 -2%
HWA
302
Hilltop Wealth Advisors
North Carolina
$4.58M -$91.3K -525 -2%
AG
303
Ascent Group
Virginia
$4.56M +$4.56M +25,829 New
HCM
304
Hudson Capital Management
New Jersey
$4.47M -$220K -1,264 -5%
LSA
305
Lansing Street Advisors
Pennsylvania
$4.37M +$4.37M +25,126 New
SFP
306
Sterling Financial Planning
New Jersey
$4.33M +$123K +709 +3%
AL
307
ACAS LLC
California
$4.33M -$151K -869 -3%
WFAG
308
Wescott Financial Advisory Group
Pennsylvania
$4.32M +$210K +1,206 +5%
First Trust Advisors
309
First Trust Advisors
Illinois
$4.32M -$114K -654 -3%
AllianceBernstein
310
AllianceBernstein
Tennessee
$4.24M -$51.8K -298 -1%
GEA
311
Glen Eagle Advisors
New Jersey
$4.24M -$157K -902 -4%
PPC
312
Park Place Capital
Alabama
$4.22M -$108K -623 -3%
IP
313
Investment Partners
Ohio
$4.18M -$1.04K -6 -0%
EWM
314
Evercore Wealth Management
New York
$4.18M
WB
315
WesBanco Bank
West Virginia
$4.17M -$750K -4,313 -15%
FFA
316
Farther Finance Advisors
California
$4.16M +$4M +22,998 +2,473%
CWM
317
Cranbrook Wealth Management
Michigan
$4.16M -$88.3K -508 -2%
CPIG
318
Chicago Partners Investment Group
Illinois
$4.15M -$68.7K -397 -2%
IWC
319
Integrated Wealth Concepts
Massachusetts
$4.12M -$37.9K -218 -0.9%
EFG
320
Ehrlich Financial Group
California
$4.11M +$4.11M +23,635 New
ASN
321
Advisory Services Network
Georgia
$4.11M -$1.01M -5,798 -20%
PB
322
Pinnacle Bancorp
Nebraska
$4.09M -$1.57K -9 -0%
FCFC
323
First Commonwealth Financial Corp
Pennsylvania
$4.08M -$30.3K -174 -0.7%
FSWA
324
Financial Synergies Wealth Advisors
Texas
$4.04M -$32.6K -225 -0.8%
FHA
325
First Horizon Advisors
Tennessee
$4.03M -$27.5K -158 -0.7%