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iShares S&P 500 Value ETF

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
601
Pallas Capital Advisors
Massachusetts
$844K
SYBT
602
Stock Yards Bank & Trust
Kentucky
$844K
SAM
603
Summit Asset Management
Tennessee
$840K -$11.9K -74 -1%
NEWAS
604
N.E.W. Advisory Services
Wisconsin
$834K -$284K -1,765 -25%
CCB
605
Country Club Bank
Missouri
$829K -$1.12K -7 -0.1%
ACM
606
Advisors Capital Management
New Jersey
$828K +$8.06K +50 +1%
CCM
607
Coldstream Capital Management
Washington
$813K -$30K -186 -4%
Chevy Chase Trust
608
Chevy Chase Trust
Maryland
$813K
1WM
609
1900 Wealth Management
Texas
$812K +$65.1K +404 +9%
WA
610
Waverly Advisors
Alabama
$809K +$405K +2,513 +100%
SWA
611
Stratos Wealth Advisors
Ohio
$808K +$92.5K +574 +13%
NFW
612
Noble Family Wealth
Florida
$806K
HIM
613
Hanlon Investment Management
New Jersey
$805K +$165K +1,024 +26%
NEPWA
614
New England Private Wealth Advisors
Massachusetts
$803K +$484 +3 +0.1%
OCBCO
615
Oversea-Chinese Banking Corp (OCBC)
Singapore
$799K
ZF
616
Zhang Financial
Michigan
$795K +$319K +1,974 +67%
PCIA
617
Prime Capital Investment Advisors
Kansas
$791K +$17.6K +109 +2%
BAG
618
Briggs Advisory Group
Rhode Island
$789K
AWA
619
Arete Wealth Advisors
Illinois
$787K -$78.4K -486 -9%
PA
620
Prism Advisors
California
$785K
GS
621
GTS Securities
New York
$784K +$784K +4,862 New
BF
622
Blankinship & Foster
California
$780K -$133K -823 -15%
HCM
623
Highview Capital Management
Illinois
$779K -$112K -694 -13%
AC
624
AlphaCore Capital
California
$770K +$556K +3,450 +260%
Vontobel Holding
625
Vontobel Holding
Switzerland
$766K