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iShares S&P 500 Value ETF

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
651
Gallagher Fiduciary Advisors
Illinois
$649K +$649K +4,274 New
EWM
652
Empirical Wealth Management
Washington
$647K +$161K +1,061 +33%
CS
653
Capital Square
Tennessee
$647K
CTC
654
Central Trust Company
Missouri
$644K -$24.6K -162 -4%
VVP
655
Venture Visionary Partners
Ohio
$643K -$1.82K -12 -0.3%
CBFP
656
Cedar Brook Financial Partners
Ohio
$639K +$20.9K +138 +3%
IWM
657
Iams Wealth Management
Nebraska
$632K +$129K +859 +26%
H
658
HoyleCohen
California
$631K
MA
659
MCF Advisors
Kentucky
$631K
CPA
660
Capital Planning Advisors
California
$630K
WCG
661
Weaver Consulting Group
California
$625K +$77.4K +510 +14%
CT
662
Cambridge Trust
Massachusetts
$623K -$35.4K -233 -5%
MPCG
663
Matrix Private Capital Group
New York
$619K -$59.6K -393 -9%
CWM
664
ClientFirst Wealth Management
Arkansas
$614K
PWP
665
Pursue Wealth Partners
California
$607K
HIM
666
Hanlon Investment Management
New Jersey
$602K +$602K +3,970 New
PCS
667
Personal CFO Solutions
New Jersey
$598K +$11.8K +78 +2%
TCA
668
Trifecta Capital Advisors
Illinois
$596K +$71K +468 +14%
WTC
669
WhitTier Trust Company
Nevada
$588K -$83.5K -550 -12%
S
670
SignatureFD
Georgia
$583K -$139K -915 -19%
NAM
671
NTV Asset Management
West Virginia
$581K
WP
672
Westmount Partners
California
$580K +$2.43K +16 +0.4%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$576K +$44.5K +293 +8%
WWM
674
Windsor Wealth Management
Indiana
$576K
LW
675
Linscomb Wealth
Texas
$567K -$12K -79 -2%