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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 %
MWM
451
Marietta Wealth Management
Georgia
$1.65M
CWM
452
Cahaba Wealth Management
Georgia
$1.64M -$208K -1,353 -11%
ONB
453
Old National Bancorp
Indiana
$1.63M -$149K -966 -8%
LCGC
454
Legacy Capital Group California
California
$1.63M +$2.15K +14 +0.1%
T
455
TRUADVICE
Florida
$1.61M -$2.15M -13,598 -57%
KFAA
456
Klaas Financial Asset Advisors
Illinois
$1.61M -$61.6K -398 -4%
TFF
457
The Family Firm
Maryland
$1.6M -$2.92K -19 -0.2%
MA
458
MBA Advisors
Pennsylvania
$1.58M -$11.5K -75 -0.7%
CAG
459
Crestwood Advisors Group
Massachusetts
$1.58M +$1.58M +10,241 New
DBIA
460
Dumont & Blake Investment Advisors
New Jersey
$1.57M +$44.6K +290 +3%
CL
461
Choreo LLC
Illinois
$1.56M -$40.5K -262 -3%
TP
462
Tranquility Partners
Tennessee
$1.56M -$26.5K -172 -2%
FCI
463
Financial Counselors Inc
Kansas
$1.56M +$133K +866 +9%
KBFS
464
Kohmann Bosshard Financial Services
Ohio
$1.56M -$3.08K -20 -0.2%
MWM
465
Mission Wealth Management
California
$1.55M +$26.3K +171 +2%
IWM
466
IHT Wealth Management
Illinois
$1.55M -$62.3K -405 -4%
TFGT
467
TS Financial Group (TSFG)
Illinois
$1.52M -$14.3K -93 -0.9%
OC
468
Oppenheimer & Co
New York
$1.52M +$11.7K +76 +0.8%
NFP
469
NorthLanding Financial Partners
New York
$1.51M +$38.3K +249 +3%
WPW
470
Waldron Private Wealth
Pennsylvania
$1.5M
GT
471
Glenview Trust
Kentucky
$1.45M +$2.31K +15 +0.2%
AP
472
Arlington Partners
Alabama
$1.44M -$4.54M -29,535 -76%
AT
473
Arlington Trust
Alabama
$1.44M +$1.44M +9,375 New
PA
474
Procyon Advisors
Connecticut
$1.44M -$147K -955 -9%
BWP
475
Bernardo Wealth Planning
Pennsylvania
$1.44M