IVE icon

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 %
AL
651
Aspiriant LLC
California
$665K -$32.5K -211 -5%
CWP
652
Corepath Wealth Partners
Arizona
$656K +$61.4K +400 +10%
MSA
653
Marino Stram & Associates
Massachusetts
$651K -$22.3K -145 -3%
FWTB
654
First Western Trust Bank
Colorado
$650K -$204K -1,329 -24%
CB
655
Community Bank
New York
$647K -$186K -1,206 -22%
H
656
HoyleCohen
California
$646K +$6.46K +42 +1%
CAI
657
Capital Advisors Inc
Oklahoma
$643K -$68.5K -445 -10%
MPCG
658
Matrix Private Capital Group
New York
$641K +$10.5K +68 +2%
JIC
659
Joel Isaacson & Co
New York
$641K +$146K +950 +30%
MA
660
MCF Advisors
Kentucky
$640K
CWM
661
ClientFirst Wealth Management
Arkansas
$638K
CPA
662
Capital Planning Advisors
California
$638K
VVP
663
Venture Visionary Partners
Ohio
$635K -$3.7K -24 -0.6%
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$628K +$91.2K +593 +17%
CBFP
665
Cedar Brook Financial Partners
Ohio
$627K -$7.08K -46 -1%
AA
666
Ancora Advisors
Ohio
$626K +$101K +658 +19%
PWLP
667
Prio Wealth Limited Partnership
Massachusetts
$623K -$339K -2,205 -35%
JSW
668
Journey Strategic Wealth
New Jersey
$616K +$616K +4,001 New
GIM
669
Goelzer Investment Management
Indiana
$610K -$19.8K -129 -3%
Deutsche Bank
670
Deutsche Bank
Germany
$609K -$595K -3,865 -49%
SAG
671
SageView Advisory Group
California
$605K -$341K -2,219 -36%
MMHP
672
Murphy Middleton Hinkle & Parker
Georgia
$600K
WTC
673
WhitTier Trust Company
Nevada
$596K
WP
674
Westmount Partners
California
$592K
S
675
SignatureFD
Georgia
$591K