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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 %
BTI
501
Blue Trust Inc
Georgia
$1.23M -$736K -4,566 -37%
AWA
502
Alta Wealth Advisors
Massachusetts
$1.21M -$32.3K -210 -3%
LC
503
LTG Capital
Massachusetts
$1.21M -$6.89K -45 -0.6%
SF
504
Summit Financial
New Jersey
$1.21M -$1.86K -12 -0.2%
BCA
505
Bay Colony Advisors
Massachusetts
$1.21M -$240K -1,558 -17%
HH
506
Hilltop Holdings
Texas
$1.2M
RG
507
Rathbones Group
United Kingdom
$1.19M +$1.19M +7,720 New
WP
508
WMS Partners
Maryland
$1.19M -$190K -1,238 -14%
GAM
509
Gemmer Asset Management
California
$1.19M +$113K +734 +11%
TC
510
Trilogy Capital
California
$1.18M -$8.62K -56 -0.7%
PA
511
Pinnacle Associates
New York
$1.18M -$7.69K -50 -0.6%
SAM
512
Silvercrest Asset Management
New York
$1.18M -$122K -790 -9%
TNB
513
Thomasville National Bank
Georgia
$1.18M +$20K +130 +2%
SWA
514
SOA Wealth Advisors
New York
$1.18M +$47.1K +306 +4%
PMG
515
ProVise Management Group
Florida
$1.17M +$1.17M +7,604 New
9WM
516
9258 Wealth Management
Ohio
$1.15M +$8.92K +58 +0.8%
CIR
517
Clear Investment Research
Georgia
$1.15M -$7.69K -50 -0.7%
AC
518
AWM Capital
Arizona
$1.15M -$195K -1,266 -15%
TIA
519
Tiemann Investment Advisors
California
$1.14M -$16K -104 -1%
MBT
520
Montecito Bank & Trust
California
$1.14M -$92.3K -600 -7%
HSA
521
HBK Sorce Advisory
Pennsylvania
$1.14M -$285K -1,850 -20%
KIG
522
Kennedy Investment Group
New Jersey
$1.14M -$14.9K -97 -1%
SAM
523
Smithbridge Asset Management
Pennsylvania
$1.13M -$8.16K -53 -0.7%
BBHC
524
Brown Brothers Harriman & Co
New York
$1.12M -$70.2K -456 -6%
BCI
525
Brinker Capital Investments
Pennsylvania
$1.11M -$222K -1,441 -17%