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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 %
SCG
401
Sonata Capital Group
Washington
$2.12M -$7.69K -50 -0.4%
MCA
402
MSH Capital Advisors
Arizona
$2.1M -$100K -653 -5%
WCM
403
WealthBridge Capital Management
Ohio
$2.08M +$5.38K +35 +0.3%
GCM
404
Gables Capital Management
Florida
$2.05M
SIC
405
Sigma Investment Counselors
Michigan
$2.04M -$1.54K -10 -0.1%
B
406
Bailard
California
$2.01M -$120K -778 -6%
TRCT
407
Tower Research Capital (TRC)
New York
$2M -$4.79M -31,157 -71%
HIS
408
Harvest Investment Services
Illinois
$2M +$599K +3,892 +43%
TWP
409
Total Wealth Planning
Ohio
$1.99M
MFG
410
Magnus Financial Group
New York
$1.99M -$29.5K -192 -1%
APP
411
Avantax Planning Partners
Iowa
$1.98M -$36.9K -240 -2%
Renaissance Technologies
412
Renaissance Technologies
New York
$1.97M -$2.48M -16,100 -56%
CWM
413
Castle Wealth Management
Florida
$1.97M -$3.71K -24 -0.2%
LF
414
Lee Financial
Texas
$1.96M -$83.8K -544 -4%
SWA
415
Strategies Wealth Advisors
Michigan
$1.96M -$48.6K -316 -2%
SFA
416
Sequoia Financial Advisors
Ohio
$1.95M -$2.15K -14 -0.1%
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
$1.95M +$1.95M +12,675 New
AFS
418
AFG Fiduciary Services
Massachusetts
$1.95M -$741K -4,832 -28%
AIM
419
Alhambra Investment Management
Florida
$1.94M -$6.15K -40 -0.3%
LA
420
Lane & Associates
New Jersey
$1.93M +$15.2K +99 +0.8%
TIM
421
Total Investment Management
Arizona
$1.89M -$33.5K -218 -2%
KFP
422
KMG Fiduciary Partners
Ohio
$1.87M -$18.9K -123 -1%
DL
423
DOHJ LLC
Washington
$1.86M -$1.12M -7,296 -37%
LNC
424
Lincoln National Corp
Pennsylvania
$1.86M +$32.2K +209 +2%
RWG
425
Regal Wealth Group
California
$1.85M