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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 %
BAG
626
Briggs Advisory Group
Rhode Island
$718K -$34.3K -223 -5%
PCM
627
Parsons Capital Management
Rhode Island
$718K +$41.4K +269 +6%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$717K +$161K +1,045 +29%
IWA
629
Inspirion Wealth Advisors
Illinois
$717K
AC
630
AlphaCore Capital
California
$713K -$25.2K -163 -3%
HWM
631
Hohimer Wealth Management
Washington
$712K -$9.38K -61 -1%
PMFA
632
Plante Moran Financial Advisors
Michigan
$710K
WI
633
Wintrust Investments
Illinois
$708K +$18.9K +123 +3%
Chevy Chase Trust
634
Chevy Chase Trust
Maryland
$704K -$71.5K -465 -9%
EAMA
635
EFG Asset Management (Americas)
Florida
$697K +$181K +1,176 +35%
NCG
636
Newport Capital Group
New Jersey
$696K -$288K -1,869 -29%
GWS
637
Glassman Wealth Services
Virginia
$694K
MA
638
MKT Advisors
California
$693K
FMTC
639
Farmers & Merchants Trust Company
California
$692K -$15.4K -100 -2%
MSWM
640
McGlone Suttner Wealth Management
Wisconsin
$688K
FWA
641
FSM Wealth Advisors
Ohio
$688K
CTC
642
Central Trust Company
Missouri
$686K +$33.5K +218 +5%
ZF
643
Zhang Financial
Michigan
$684K -$75.3K -488 -10%
CRC
644
Curi RMB Capital
Illinois
$680K +$84.6K +550 +14%
PFA
645
Professional Financial Advisors
Nebraska
$674K -$7.08K -46 -1%
TSS
646
Two Sigma Securities
New York
$673K +$372K +2,417 +124%
SCI
647
S&CO Inc
Massachusetts
$669K
CST
648
Charles Schwab Trust
Nevada
$668K
IIA
649
IPG Investment Advisors
California
$666K +$11.5K +75 +2%
EWM
650
Empirical Wealth Management
Washington
$666K