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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 %
PCH
426
PGIM Custom Harvest
New Jersey
$1.84M +$1.58M +10,262 +613%
SCA
427
Southern Capital Advisors
Tennessee
$1.84M -$82.2K -534 -4%
EWM
428
EPG Wealth Management
Georgia
$1.83M -$154 -1 -0%
GPWA
429
Great Point Wealth Advisors
Massachusetts
$1.82M
WFA
430
Wellspring Financial Advisors
Ohio
$1.82M
BJL
431
Brighton Jones LLC
Washington
$1.81M -$3.54K -23 -0.2%
RJT
432
Raymond James Trust
Florida
$1.81M -$8.62K -56 -0.5%
Bessemer Group
433
Bessemer Group
New Jersey
$1.81M -$186K -1,210 -9%
SI
434
Stephens Inc
Arkansas
$1.8M -$49.7K -323 -3%
WDG
435
Wealth Dimensions Group
Ohio
$1.8M +$1.85K +12 +0.1%
SIC
436
Salem Investment Counselors
North Carolina
$1.8M
WP
437
WealthSource Partners
California
$1.79M -$268K -1,745 -13%
SIA
438
Sage Investment Advisers
New York
$1.79M -$2.62K -17 -0.1%
GJIA
439
Glass Jacobson Investment Advisors
Maryland
$1.78M
FAM
440
Frontier Asset Management
Wyoming
$1.77M -$76.1K -495 -4%
SIC
441
Sterling Investment Counsel
New York
$1.76M -$39.7K -258 -2%
NL
442
NWAM LLC
Washington
$1.76M -$99.1K -644 -5%
RBC
443
Roble Belko & Company
Pennsylvania
$1.72M +$36.3K +236 +2%
IAG
444
Investment Advisory Group
Massachusetts
$1.72M +$9.23K +60 +0.5%
RA
445
RFG Advisory
Alabama
$1.71M +$159K +1,035 +10%
WT
446
Whittier Trust
California
$1.71M
FTUS
447
Flow Traders U.S.
New York
$1.7M -$6.25M -40,615 -79%
GWM
448
GSB Wealth Management
Connecticut
$1.68M +$73.4K +477 +5%
TPWA
449
TRUE Private Wealth Advisors
Oregon
$1.67M +$23.7K +154 +1%
MWM
450
Mattern Wealth Management
Kansas
$1.65M +$154 +1 +0%