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iShares S&P 500 Value ETF

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WH
551
Whitcomb & Hess
Ohio
$987K -$155K -1,020 -14%
Bank of Nova Scotia
552
Bank of Nova Scotia
Ontario, Canada
$980K
SDWMA
553
Schneider Downs Wealth Management Advisors
Pennsylvania
$976K -$263K -1,735 -21%
RIA
554
Regal Investment Advisors
Michigan
$976K +$22.2K +146 +2%
IAIM
555
International Assets Investment Management
Florida
$971K -$740K -4,873 -43%
WPWM
556
Windward Private Wealth Management
Kansas
$966K -$2.13K -14 -0.2%
CG
557
Corundum Group
Colorado
$962K
CC
558
Cadinha & Co
Hawaii
$955K -$82.1K -541 -8%
GT
559
Glenmede Trust
Pennsylvania
$955K +$26K +171 +3%
BIM
560
Bridges Investment Management
Nebraska
$953K -$14.6K -96 -2%
TIM
561
Thompson Investment Management
Wisconsin
$951K -$16.7K -110 -2%
TFCP
562
Twin Focus Capital Partners
Massachusetts
$949K -$76.3K -503 -7%
LA
563
Legacy Advisors
Pennsylvania
$946K
OPS
564
Orion Portfolio Solutions
Nebraska
$944K +$182K +1,201 +24%
BCI
565
Brinker Capital Investments
Pennsylvania
$944K +$660K +4,348 +232%
RIA
566
Realta Investment Advisors
Delaware
$942K -$59.9K -395 -6%
SB
567
Simmons Bank
Arkansas
$934K -$2.66M -17,533 -74%
PCMC
568
Private Capital Management (Colorado)
Colorado
$934K +$309K +2,037 +49%
JIC
569
Johnson Investment Counsel
Ohio
$925K -$7.89K -52 -0.8%
SAG
570
SageView Advisory Group
California
$924K -$256K -1,687 -22%
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$923K +$44.3K +292 +5%
CCWM
572
Cassaday & Co Wealth Management
Virginia
$919K -$167K -1,103 -15%
TA
573
Tactive Advisors
Florida
$916K -$9.9M -65,232 -92%
LC
574
Lindbrook Capital
California
$914K
WE
575
Wealth Effects
Massachusetts
$911K