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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 %
CB
401
Cadence Bank
Mississippi
$2.7M
OFG
402
Oxford Financial Group
Indiana
$2.69M
GG
403
GenWealth Group
New Jersey
$2.64M -$372K -2,139 -12%
SCM
404
SOL Capital Management
Maryland
$2.63M -$235K -1,350 -8%
Renaissance Technologies
405
Renaissance Technologies
New York
$2.61M +$379K +2,178 +17%
AP
406
Arlington Partners
Alabama
$2.59M +$962K +5,534 +59%
MCA
407
MSH Capital Advisors
Arizona
$2.57M +$204K +1,173 +9%
BOH
408
Bank of Hawaii
Hawaii
$2.56M
MBI
409
May Barnhard Investments
Maryland
$2.56M +$2.56M +14,700 New
TFGT
410
TS Financial Group (TSFG)
Illinois
$2.51M +$790K +4,545 +46%
GJIA
411
Glass Jacobson Investment Advisors
Maryland
$2.51M +$499K +2,870 +25%
NA
412
Nottingham Advisors
New York
$2.5M -$164K -1,482 -6%
HCC
413
Hirtle Callaghan & Co
Pennsylvania
$2.5M
Principal Financial Group
414
Principal Financial Group
Iowa
$2.5M +$5.04K +29 +0.2%
OCM
415
Objective Capital Management
Ohio
$2.46M -$260K -1,493 -10%
USAA
416
United Services Automobile Association
Texas
$2.45M
RIS
417
Retirement Income Solutions
Michigan
$2.45M -$233K -1,339 -9%
PCMU
418
Paragon Capital Management (Utah)
Utah
$2.42M -$95.8K -551 -4%
BAM
419
Brave Asset Management
New Jersey
$2.42M -$570K -3,280 -19%
SCA
420
Southern Capital Advisors
Tennessee
$2.42M +$341K +1,961 +16%
GFP
421
Gryphon Financial Partners
Ohio
$2.4M +$2.61K +15 +0.1%
TWM
422
Tolleson Wealth Management
Texas
$2.39M
SIC
423
Sterling Investment Counsel
New York
$2.38M +$391K +2,246 +20%
WCM
424
WealthBridge Capital Management
Ohio
$2.38M +$30.1K +173 +1%
BMCM
425
Bryn Mawr Capital Management
Pennsylvania
$2.37M -$60.9K -350 -3%