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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 %
YIH
476
Y-Intercept (HK)
Hong Kong
$1.43M +$1.43M +9,286 New
PIMG
477
Patriot Investment Management Group
Tennessee
$1.42M
ANTB
478
AMG National Trust Bank
Colorado
$1.39M
MFT
479
Moisand Fitzgerald Tamayo
Florida
$1.38M -$116K -757 -8%
CB
480
Commerce Bank
Missouri
$1.37M +$17.4K +113 +1%
WP
481
WealthShield Partners
North Carolina
$1.37M -$120K -777 -8%
AFAS
482
Acorn Financial Advisory Services
Virginia
$1.36M -$67.8K -443 -5%
FFM
483
Forum Financial Management
Illinois
$1.36M
BFG
484
Bleakley Financial Group
New Jersey
$1.34M -$3.69K -24 -0.3%
SS
485
Simplicity Solutions
Minnesota
$1.34M -$3.69K -24 -0.3%
CGA
486
Crescent Grove Advisors
Illinois
$1.34M -$19.6K -127 -1%
BP
487
Ballentine Partners
Massachusetts
$1.34M +$1.03M +6,667 +326%
EFS
488
Essex Financial Services
Connecticut
$1.34M -$20.8K -135 -2%
TWM
489
Thrive Wealth Management
Pennsylvania
$1.33M +$138K +899 +12%
SEM
490
Strategic Equity Management
Arizona
$1.32M +$123K +797 +10%
SFPG
491
Stonebridge Financial Planning Group
Florida
$1.32M -$27.7K -180 -2%
BWM
492
BigSur Wealth Management
Florida
$1.31M
WPC
493
White Pine Capital
Minnesota
$1.3M -$58.6K -381 -4%
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$1.3M -$27.8K -181 -2%
HWM
495
HighMark Wealth Management
Minnesota
$1.29M -$33.4K -217 -3%
LBC
496
Lowe Brockenbrough & Co
Virginia
$1.29M
EIA
497
Eldridge Investment Advisors
New Hampshire
$1.26M +$4.62K +30 +0.4%
CWM
498
Connecticut Wealth Management
Connecticut
$1.26M +$62K +403 +5%
CD
499
Chapin Davis
Maryland
$1.24M +$308 +2 +0%
AWM
500
Axxcess Wealth Management
California
$1.24M -$34.8K -226 -3%