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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 %
FT
601
Fiduciary Trust
Massachusetts
$1.08M
LA
602
Legacy Advisors
Pennsylvania
$1.08M
NCM
603
Novare Capital Management
North Carolina
$1.08M +$1.08M +6,229 New
SDWMA
604
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08M
CG
605
Corundum Group
Colorado
$1.07M +$33.6K +193 +3%
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$1.06M +$52.2K +300 +5%
ZIMP
607
Zimmermann Investment Management & Planning
Pennsylvania
$1.05M +$1.05M +6,052 New
DCM
608
Dimension Capital Management
Florida
$1.05M -$140K -805 -12%
LC
609
Lindbrook Capital
California
$1.05M
WPWM
610
Windward Private Wealth Management
Kansas
$1.05M -$7.13K -41 -0.7%
BIM
611
Bridges Investment Management
Nebraska
$1.04M -$8.52K -49 -0.8%
RIA
612
Regal Investment Advisors
Michigan
$1.04M -$79.3K -456 -7%
PIM
613
Parker Investment Management
California
$1.04M +$1.04M +6,000 New
WE
614
Wealth Effects
Massachusetts
$1.04M
KWMG
615
King Wealth Management Group
Florida
$1.04M
WP
616
Westmount Partners
California
$1.03M +$365K +2,096 +55%
PCA
617
Pallas Capital Advisors
Massachusetts
$1.03M
PCI
618
Planning Center Inc
Illinois
$1.02M
TFO
619
Tarbox Family Office
California
$1.01M +$2.96K +17 +0.3%
PPW
620
PACK Private Wealth
Minnesota
$988K -$47.8K -275 -5%
WS
621
Wedbush Securities
California
$983K -$1.46M -8,423 -60%
BFO
622
Boston Family Office
Massachusetts
$979K
CCB
623
Country Club Bank
Missouri
$969K +$34.3K +197 +4%
EAM
624
Evanson Asset Management
California
$967K +$869 +5 +0.1%
FCB
625
First County Bank
Connecticut
$965K -$62.6K -360 -6%