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iShares S&P 500 Value ETF

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
401
Kestra Private Wealth Services
Texas
$2.12M +$804K +5,300 +61%
IA
402
IFP Advisors
Florida
$2.1M -$33.5K -302 -2%
GCM
403
Gables Capital Management
Florida
$2.1M
GFP
404
Gryphon Financial Partners
Ohio
$2.09M +$1.06K +7 +0.1%
MCA
405
MSH Capital Advisors
Arizona
$2.09M -$5.01K -33 -0.2%
TWM
406
Tolleson Wealth Management
Texas
$2.09M
WP
407
WealthSource Partners
California
$2.06M -$92.7K -611 -4%
LNC
408
Lincoln National Corp
Pennsylvania
$2.05M +$22.3K +147 +1%
TWP
409
Total Wealth Planning
Ohio
$2.04M -$14.9K -98 -0.7%
SIC
410
Sigma Investment Counselors
Michigan
$2.03M
PP
411
Paloma Partners
Connecticut
$2.02M +$2.02M +13,304 New
CWM
412
Castle Wealth Management
Florida
$2.01M -$13.2K -87 -0.7%
LF
413
Lee Financial
Texas
$2.01M -$91.8K -605 -4%
PCIG
414
Partners Capital Investment Group
Massachusetts
$2.01M -$469K -3,090 -19%
APP
415
Avantax Planning Partners
Iowa
$1.99M -$3.49K -23 -0.2%
MFG
416
Magnus Financial Group
New York
$1.99M -$788K -5,190 -28%
SWA
417
Strategies Wealth Advisors
Michigan
$1.98M +$885K +5,834 +81%
SFS
418
Security Financial Services
Indiana
$1.97M -$754K -4,966 -28%
ONB
419
Old National Bancorp
Indiana
$1.97M -$357K -2,355 -15%
FCBT
420
First Citizens Bank & Trust
North Carolina
$1.97M -$961K -6,331 -33%
Bessemer Group
421
Bessemer Group
New Jersey
$1.97M -$234K -1,540 -11%
BTI
422
Blue Trust Inc
Georgia
$1.96M +$142K +981 +8%
MCC
423
Money Concepts Capital
Florida
$1.94M +$1.82M +110,187 +1,530%
AIM
424
Alhambra Investment Management
Florida
$1.92M -$59.6K -393 -3%
Deutsche Bank
425
Deutsche Bank
Germany
$1.89M