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iShares S&P 500 Value ETF

1,251 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+110
Holders Change %
+9.64%
% of All Funds
18.34%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
189
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
501
Procyon Advisors
Connecticut
$1.7M +$75.5K +434 +5%
PMG
502
ProVise Management Group
Florida
$1.69M +$372K +2,139 +28%
WPW
503
Waldron Private Wealth
Pennsylvania
$1.68M
SWC
504
Spectrum Wealth Counsel
Indiana
$1.68M +$1.68M +9,636 New
CAM
505
Clarity Asset Management
Iowa
$1.67M +$1.67M +9,592 New
IFA
506
Interactive Financial Advisors
Illinois
$1.67M +$1.48M +15,609 +791%
EFS
507
Essex Financial Services
Connecticut
$1.66M +$150K +863 +10%
TP
508
Tranquility Partners
Tennessee
$1.65M -$108K -622 -6%
FAM
509
Frontier Asset Management
Wyoming
$1.65M -$352K -2,023 -18%
BWP
510
Bernardo Wealth Planning
Pennsylvania
$1.64M +$18.4K +106 +1%
PIMG
511
Patriot Investment Management Group
Tennessee
$1.61M
GT
512
Glenview Trust
Kentucky
$1.6M -$31.8K -183 -2%
PSA
513
Plum Street Advisors
Louisiana
$1.58M +$1.58M +9,103 New
KFAA
514
Klaas Financial Asset Advisors
Illinois
$1.58M -$229K -1,319 -13%
AC
515
Adroit Compliance
$1.58M +$1.58M +9,100 New
WP
516
WealthShield Partners
North Carolina
$1.57M +$27.5K +158 +2%
CFO
517
Custos Family Office
Texas
$1.56M +$1.23M +7,098 +375%
TFG
518
Taylor Financial Group
Virginia
$1.55M +$1.55M +8,917 New
MFT
519
Moisand Fitzgerald Tamayo
Florida
$1.55M -$12.7K -73 -0.8%
CWM
520
Connecticut Wealth Management
Connecticut
$1.55M +$126K +722 +9%
CW
521
Connectus Wealth
Ohio
$1.55M +$1.03M +5,915 +199%
BFS
522
Burkett Financial Services
South Carolina
$1.55M +$1.55M +8,887 New
GSEP
523
Golden State Equity Partners
California
$1.53M +$309K +1,779 +25%
ANTB
524
AMG National Trust Bank
Colorado
$1.52M -$46.1K -265 -3%
BP
525
Ballentine Partners
Massachusetts
$1.52M