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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 %
CAM
576
Close Asset Management
United Kingdom
$1.21M
JIP
577
Jaffetilchin Investment Partners
Florida
$1.21M -$1.39K -8 -0.1%
CWC
578
Carolinas Wealth Consulting
North Carolina
$1.21M +$106K +612 +10%
BBHC
579
Brown Brothers Harriman & Co
New York
$1.21M -$57.9K -333 -5%
IWM
580
Iams Wealth Management
Nebraska
$1.2M +$148K +853 +14%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$54.6K +314 +5%
RIL
582
Rothschild Investment LLC
Illinois
$1.18M -$14.3K -82 -1%
WOC
583
West Oak Capital
California
$1.18M +$50.3K +290 +4%
SAM
584
Smithbridge Asset Management
Pennsylvania
$1.17M -$98.4K -566 -8%
SAG
585
SageView Advisory Group
California
$1.17M +$481K +2,734 +69%
SAM
586
Sequent Asset Management
Texas
$1.17M
AA
587
Argent Advisors
Louisiana
$1.16M -$28K -161 -2%
QCG
588
Quadrant Capital Group
Ohio
$1.16M
SAW
589
Signal Advisors Wealth
Michigan
$1.15M +$1.15M +6,637 New
BWP
590
Balboa Wealth Partners
Arizona
$1.15M +$530K +3,050 +85%
WH
591
Whitcomb & Hess
Ohio
$1.15M +$69.9K +402 +6%
CA
592
CoreCap Advisors
Michigan
$1.14M +$561K +3,226 +96%
OPWM
593
Oxinas Partners Wealth Management
Indiana
$1.14M +$12.3K +71 +1%
IAIM
594
International Assets Investment Management
Florida
$1.12M +$6.96K +40 +0.6%
CC
595
Cadinha & Co
Hawaii
$1.11M +$3.48K +20 +0.3%
BP
596
BBR Partners
New York
$1.1M +$158K +911 +17%
TWM
597
TMD Wealth Management
Arizona
$1.1M -$123K -708 -10%
AWM
598
Axxcess Wealth Management
California
$1.1M -$302K -1,734 -22%
OSAM
599
O'Shaughnessy Asset Management
Connecticut
$1.09M +$380K +2,186 +54%
BlackRock
600
BlackRock
New York
$1.09M -$7.13K -41 -0.7%