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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 %
OPS
526
Orion Portfolio Solutions
Nebraska
$1.11M -$222K -1,441 -17%
TGAM
527
TBH Global Asset Management
Tennessee
$1.11M -$391K -2,542 -26%
BA
528
Bristlecone Advisors
Washington
$1.1M -$45.2K -294 -4%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$1.1M +$292K +1,900 +36%
GSEP
530
Golden State Equity Partners
California
$1.08M +$82.3K +535 +8%
TWM
531
TMD Wealth Management
Arizona
$1.08M -$28K -182 -3%
WPC
532
Wedmont Private Capital
Pennsylvania
$1.07M +$136K +885 +15%
JIP
533
Jaffetilchin Investment Partners
Florida
$1.07M -$3.39K -22 -0.3%
CAM
534
Close Asset Management
United Kingdom
$1.07M
DPI
535
Diversified Portfolios Inc
Michigan
$1.07M -$110K -712 -9%
RIL
536
Rothschild Investment LLC
Illinois
$1.06M +$4.31K +28 +0.4%
AA
537
Argent Advisors
Louisiana
$1.05M +$18.3K +119 +2%
DCM
538
Dimension Capital Management
Florida
$1.05M
CIBC World Market
539
CIBC World Market
Ontario, Canada
$1.04M -$142K -925 -12%
SAM
540
Sequent Asset Management
Texas
$1.04M
ITB
541
Idaho Trust Bank
Idaho
$1.03M +$4.46K +29 +0.4%
DAS
542
Dynamic Advisor Solutions
Arizona
$1.02M +$317K +2,063 +45%
QCG
543
Quadrant Capital Group
Ohio
$1.02M +$166K +1,077 +19%
SFO
544
Stokes Family Office
Louisiana
$1.01M -$228K -1,481 -18%
QCM
545
Quantinno Capital Management
New York
$1.01M +$1.01M +6,541 New
NWMG
546
National Wealth Management Group
Ohio
$1M +$1M +6,524 New
WOC
547
West Oak Capital
California
$1M -$32.3K -210 -3%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$999K +$58.9K +383 +6%
OPWM
549
Oxinas Partners Wealth Management
Indiana
$993K -$37.1K -241 -4%
RIA
550
Regal Investment Advisors
Michigan
$993K +$12.8K +83 +1%