iShares S&P 500 Value ETF
1,141 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
2% more funds holding
Funds holding: 1,119 → 1,141 (+22)
0.88% more ownership
Funds ownership: 69.42% → 70.3% (+0.88%)
25% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 452
Holders
1,141
Holding in Top 10
100
Calls
$25.3M
Puts
$2.93M
Top Buyers
1 | +$73.9M | |
2 | +$41.8M | |
3 | +$23.8M | |
4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$20.8M |
5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$17.5M |
Top Sellers
1 | -$178M | |
2 | -$145M | |
3 | -$117M | |
4 |
Wells Fargo
San Francisco,
California
|
-$33.3M |
5 |
Goldman Sachs
New York
|
-$31.1M |