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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 %
IAIM
551
International Assets Investment Management
Florida
$981K -$5.52K -36 -0.6%
CC
552
Cadinha & Co
Hawaii
$978K +$10.2K +66 +1%
BlackRock
553
BlackRock
New York
$969K -$13.5K -88 -1%
Qube Research & Technologies (QRT)
554
Qube Research & Technologies (QRT)
United Kingdom
$965K +$844K +5,486 +697%
LA
555
Legacy Advisors
Pennsylvania
$964K
TA
556
TrueWealth Advisors
Alabama
$963K +$24.6K +160 +3%
FT
557
Fiduciary Trust
Massachusetts
$960K
SDWMA
558
Schneider Downs Wealth Management Advisors
Pennsylvania
$958K -$7.23K -47 -0.7%
CWC
559
Carolinas Wealth Consulting
North Carolina
$957K -$86.2K -571 -8%
WH
560
Whitcomb & Hess
Ohio
$954K -$52.5K -341 -5%
RIA
561
Realta Investment Advisors
Delaware
$951K
Koshinski Asset Management
562
Koshinski Asset Management
Illinois
$943K +$7.85K +51 +0.8%
PCMC
563
Private Capital Management (Colorado)
Colorado
$942K +$40K +260 +4%
WPWM
564
Windward Private Wealth Management
Kansas
$932K
BIM
565
Bridges Investment Management
Nebraska
$931K
IWM
566
Iams Wealth Management
Nebraska
$929K +$929K +6,041 New
TIM
567
Thompson Investment Management
Wisconsin
$929K -$22.3K -145 -2%
LC
568
Lindbrook Capital
California
$926K
GT
569
Glenmede Trust
Pennsylvania
$921K -$46.5K -302 -5%
WE
570
Wealth Effects
Massachusetts
$920K
KWMG
571
King Wealth Management Group
Florida
$919K
CG
572
Corundum Group
Colorado
$918K -$57.1K -371 -6%
JIC
573
Johnson Investment Counsel
Ohio
$917K -$19.2K -125 -2%
MFA
574
Mayflower Financial Advisors
Massachusetts
$911K -$158K -1,030 -15%
PPW
575
PACK Private Wealth
Minnesota
$911K -$3.82K -25 -0.4%