IVE icon

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 %
MFA
626
Mayflower Financial Advisors
Massachusetts
$964K -$65.2K -375 -6%
LPAM
627
Lodestar Private Asset Management
California
$963K +$2.78K +16 +0.3%
EK
628
Evensky & Katz
Florida
$959K -$2.78K -16 -0.3%
MCCA
629
Mill Creek Capital Advisors
Pennsylvania
$957K
FPCG
630
Forum Private Client Group
Indiana
$957K +$957K +5,504 New
CPW
631
Catalyst Private Wealth
California
$957K
1SB
632
1ST Source Bank
Indiana
$953K +$50.4K +290 +6%
NWMG
633
National Wealth Management Group
Ohio
$950K -$184K -1,061 -16%
CAC
634
Certified Advisory Corp
Florida
$947K +$16.9K +97 +2%
ACIM
635
Azimuth Capital Investment Management
Michigan
$945K -$65K -374 -6%
YCM
636
Yousif Capital Management
Michigan
$940K +$446K +2,565 +90%
LCGC
637
Legacy Capital Group California
California
$939K -$906K -5,210 -49%
AF
638
Apexium Financial
Texas
$934K +$934K +5,373 New
OPS
639
Orion Portfolio Solutions
Nebraska
$933K -$327K -1,869 -26%
BCI
640
Brinker Capital Investments
Pennsylvania
$933K -$327K -1,869 -26%
PAMG
641
Patton Albertson Miller Group
Tennessee
$931K
MWA
642
Monograph Wealth Advisors
California
$924K +$174 +1 +0%
CP
643
Canopy Partners
Ohio
$921K +$921K +5,296 New
DIA
644
Dean Investment Associates
Ohio
$917K +$917K +5,272 New
BFAG
645
Blackston Financial Advisory Group
Florida
$890K +$890K +5,116 New
TWM
646
Thrive Wealth Management
Pennsylvania
$887K -$613K -3,523 -41%
SWM
647
Sendero Wealth Management
Texas
$882K +$218K +1,255 +33%
SAM
648
Summit Asset Management
Tennessee
$882K -$15.7K -90 -2%
AWA
649
Arete Wealth Advisors
Illinois
$880K +$302K +1,735 +52%
CCM
650
Coldstream Capital Management
Washington
$877K -$2.26K -13 -0.3%