IVE icon

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 %
CCM
526
Canal Capital Management
Virginia
$1.51M +$1.51M +8,692 New
CB
527
Commerce Bank
Missouri
$1.51M -$42.4K -244 -3%
BFG
528
Bleakley Financial Group
New Jersey
$1.5M -$14.6K -84 -1%
SS
529
Simplicity Solutions
Minnesota
$1.5M -$14.6K -84 -1%
FFM
530
Forum Financial Management
Illinois
$1.49M -$42.3K -243 -3%
HWM
531
HighMark Wealth Management
Minnesota
$1.49M +$36.9K +212 +3%
CGA
532
Crescent Grove Advisors
Illinois
$1.49M -$19.7K -113 -1%
BWM
533
BigSur Wealth Management
Florida
$1.48M
ACM
534
Advisors Capital Management
New Jersey
$1.46M +$571K +3,280 +64%
SFPG
535
Stonebridge Financial Planning Group
Florida
$1.46M -$25.9K -149 -2%
FWM
536
Fonville Wealth Management
Virginia
$1.45M +$1.45M +8,367 New
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$1.45M -$21.4K -123 -1%
BIG
538
Bush Investment Group
Georgia
$1.45M +$1.45M +8,266 New
MCM
539
Magnolia Capital Management
New York
$1.45M +$1.45M +8,320 New
AFAS
540
Acorn Financial Advisory Services
Virginia
$1.44M -$102K -587 -7%
WPC
541
White Pine Capital
Minnesota
$1.43M -$39.1K -225 -3%
EIA
542
Eldridge Investment Advisors
New Hampshire
$1.42M
TCWA
543
Turtle Creek Wealth Advisors
Texas
$1.42M +$1.42M +8,162 New
Citadel Advisors
544
Citadel Advisors
Florida
$1.42M -$7.88M -45,313 -85%
BCA
545
Bay Colony Advisors
Massachusetts
$1.41M +$43.1K +248 +3%
CD
546
Chapin Davis
Maryland
$1.4M +$174 +1 +0%
QCM
547
Quantinno Capital Management
New York
$1.4M +$261K +1,500 +23%
MWM
548
Mosley Wealth Management
California
$1.39M +$1.39M +7,982 New
LC
549
LTG Capital
Massachusetts
$1.36M -$16.2K -93 -1%
HH
550
Hilltop Holdings
Texas
$1.36M