iShares S&P 500 Value ETF
1,142 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, 294 increasing their positions, 449 reducing their positions, and 62 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
4% less capital invested
Capital invested by funds: $18B → $17.4B (-$633M)
2% less funds holding in top 10
Funds holding in top 10: 100 → 98 (-2)
35% less repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 449
Holders
1,142
Holding in Top 10
98
Calls
$23.4M
Puts
$3.86M
Top Buyers
| 1 | +$93.1M | |
| 2 | +$71.2M | |
| 3 | +$62.6M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$44.7M |
| 5 |
GS
GTS Securities
New York
|
+$44.6M |
Top Sellers
| 1 | -$154M | |
| 2 | -$84.5M | |
| 3 | -$59.8M | |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$31.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.2M |