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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 %
PBO
351
Peoples Bank (Ohio)
Ohio
$2.81M -$164K -1,068 -6%
JHCP
352
Jackson Hole Capital Partners
Oklahoma
$2.79M -$354K -2,298 -11%
GC
353
Garde Capital
Washington
$2.78M +$575K +3,735 +26%
VFA
354
Valeo Financial Advisors
Indiana
$2.76M +$28.3K +184 +1%
DADC
355
D.A. Davidson & Co
Montana
$2.75M -$26.9K -175 -1%
ZIG
356
Zurich Insurance Group
Switzerland
$2.74M -$108K -705 -4%
EDRIA
357
Edmonds Duncan Registered Investment Advisors
Kansas
$2.74M +$52.8K +343 +2%
TIAA Trust, National Association
358
TIAA Trust, National Association
North Carolina
$2.71M +$2.71M +17,622 New
AWM
359
Avior Wealth Management
Nebraska
$2.67M -$18.6K -121 -0.7%
GG
360
GenWealth Group
New Jersey
$2.67M -$289K -1,878 -10%
BAM
361
Brave Asset Management
New Jersey
$2.65M
DSA
362
Davis Selected Advisers
Arizona
$2.64M +$2.23M +14,505 +546%
PAA
363
Peregrine Asset Advisers
Oregon
$2.63M +$2.63M +17,105 New
TCM
364
Telos Capital Management
California
$2.63M -$121K -789 -4%
SIA
365
Schechter Investment Advisors
Michigan
$2.61M
NFG
366
Nations Financial Group
Iowa
$2.58M -$138K -895 -5%
SQA
367
Simon Quick Advisors
New Jersey
$2.53M
SCM
368
SOL Capital Management
Maryland
$2.53M +$2.31K +15 +0.1%
SPW
369
Sonoma Private Wealth
California
$2.53M +$57.4K +373 +2%
FA
370
Flagstar Advisors
New York
$2.52M +$1.24K +8 +0%
TFA
371
Tobias Financial Advisors
Florida
$2.51M -$86K -559 -3%
PFA
372
Pinnacle Family Advisors
Missouri
$2.5M -$2.77M -18,032 -53%
SHA
373
Seneca House Advisors
Virginia
$2.48M -$26.2K -170 -1%
SFWA
374
Summit Financial Wealth Advisors
Louisiana
$2.48M -$19.5K -124 -0.8%
NA
375
Nottingham Advisors
New York
$2.44M -$14.2K -140 -0.6%