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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 %
RG
551
Rathbones Group
United Kingdom
$1.34M
GAM
552
Gemmer Asset Management
California
$1.34M +$1.57K +9 +0.1%
PA
553
Pinnacle Associates
New York
$1.34M
HSA
554
HBK Sorce Advisory
Pennsylvania
$1.34M +$49.9K +287 +4%
TC
555
Trilogy Capital
California
$1.34M -$3.13K -18 -0.2%
SAM
556
Silvercrest Asset Management
New York
$1.33M -$4.35K -25 -0.3%
PWMG
557
Private Wealth Management Group
New Jersey
$1.33M +$1.33M +7,649 New
SWA
558
SOA Wealth Advisors
New York
$1.33M
TNB
559
Thomasville National Bank
Georgia
$1.3M -$33.9K -195 -3%
AC
560
AWM Capital
Arizona
$1.29M
SF
561
Summit Financial
New Jersey
$1.29M -$65.7K -378 -5%
KIG
562
Kennedy Investment Group
New Jersey
$1.29M +$4.87K +28 +0.4%
LBC
563
Lowe Brockenbrough & Co
Virginia
$1.29M -$157K -900 -11%
BA
564
Bristlecone Advisors
Washington
$1.28M +$37.7K +217 +3%
MBT
565
Montecito Bank & Trust
California
$1.28M -$5.91K -34 -0.5%
DAS
566
Dynamic Advisor Solutions
Arizona
$1.27M +$113K +650 +10%
9WM
567
9258 Wealth Management
Ohio
$1.27M -$32.9K -189 -3%
TIA
568
Tiemann Investment Advisors
California
$1.26M -$26.4K -152 -2%
WP
569
WMS Partners
Maryland
$1.25M -$89.6K -515 -7%
DPI
570
Diversified Portfolios Inc
Michigan
$1.25M +$46.3K +266 +4%
GT
571
Glenmede Trust
Pennsylvania
$1.24M +$200K +1,150 +19%
SYBT
572
Stock Yards Bank & Trust
Kentucky
$1.24M
CIR
573
Clear Investment Research
Georgia
$1.24M -$59K -339 -5%
WPC
574
Wedmont Private Capital
Pennsylvania
$1.22M
HNWA
575
Henrickson Nauta Wealth Advisors
Michigan
$1.21M +$865K +4,977 +249%