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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 %
FCB
576
First County Bank
Connecticut
$909K +$102K +660 +13%
PCI
577
Planning Center Inc
Illinois
$903K -$95.1K -618 -10%
ACIM
578
Azimuth Capital Investment Management
Michigan
$893K -$13.1K -85 -1%
TFO
579
Tarbox Family Office
California
$893K
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$891K -$13.2K -86 -1%
PCA
581
Pallas Capital Advisors
Massachusetts
$889K +$117K +784 +15%
AT
582
American Trust
Kentucky
$888K -$2.92K -19 -0.3%
RWA
583
Ropes Wealth Advisors
Massachusetts
$867K -$1.08K -7 -0.1%
BFO
584
Boston Family Office
Massachusetts
$866K
EAM
585
Evanson Asset Management
California
$855K
CPSC
586
Carl P. Sherr & Co
Massachusetts
$854K -$4K -26 -0.5%
EK
587
Evensky & Katz
Florida
$851K -$197K -1,281 -19%
LPAM
588
Lodestar Private Asset Management
California
$849K
FPAS
589
Focus Partners Advisor Solutions
Missouri
$848K -$69.2K -450 -8%
MCCA
590
Mill Creek Capital Advisors
Pennsylvania
$847K
LWANC
591
Laurel Wealth Advisors (North Carolina)
North Carolina
$847K -$20.8K -135 -2%
CPW
592
Catalyst Private Wealth
California
$846K +$345K +2,244 +69%
SCA
593
Snowden Capital Advisors
New York
$846K +$14.8K +96 +2%
1WM
594
1900 Wealth Management
Texas
$839K +$64K +416 +8%
BP
595
BBR Partners
New York
$837K +$228K +1,480 +37%
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K +$298K +1,919 +55%
CCB
597
Country Club Bank
Missouri
$827K +$26.7K +173 +3%
PAMG
598
Patton Albertson Miller Group
Tennessee
$824K
CAC
599
Certified Advisory Corp
Florida
$823K +$4.92K +32 +0.6%
MWA
600
Monograph Wealth Advisors
California
$822K