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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 %
HFS
651
Heritage Financial Services
Massachusetts
$877K +$339K +1,947 +63%
JFG
652
JMG Financial Group
Illinois
$876K +$249K +1,430 +40%
MCM
653
MidAtlantic Capital Management
Virginia
$871K +$871K +5,008 New
NFW
654
Noble Family Wealth
Florida
$869K
NEPWA
655
New England Private Wealth Advisors
Massachusetts
$869K +$2.96K +17 +0.3%
RBFC
656
Roman Butler Fullerton & Co
Missouri
$863K +$863K +4,941 New
OCBCO
657
Oversea-Chinese Banking Corp (OCBC)
Singapore
$862K
LWANC
658
Laurel Wealth Advisors (North Carolina)
North Carolina
$853K -$104K -598 -11%
NSB
659
Norway Savings Bank
Maine
$849K -$37.4K -215 -4%
PA
660
Prism Advisors
California
$846K
PWA
661
Provenance Wealth Advisors
Florida
$842K -$522 -3 -0.1%
HCM
662
Highview Capital Management
Illinois
$836K
SC
663
Scotia Capital
Ontario, Canada
$836K -$5.56K -32 -0.7%
FA
664
Fiduciary Alliance
South Carolina
$829K +$8.17K +47 +1%
HIM
665
Hanlon Investment Management
New Jersey
$829K -$15.5K -89 -2%
Vontobel Holding
666
Vontobel Holding
Switzerland
$827K
LWM
667
Lakeridge Wealth Management
Ohio
$822K +$822K +4,728 New
1CP
668
17 Capital Partners
Arizona
$822K +$822K +4,727 New
ITB
669
Idaho Trust Bank
Idaho
$819K -$343K -1,974 -30%
JIC
670
Joel Isaacson & Co
New York
$819K +$94.2K +542 +13%
IWA
671
Inspirion Wealth Advisors
Illinois
$816K +$1.57K +9 +0.2%
IIC
672
Integrated Investment Consultants
Michigan
$814K -$61.2K -352 -7%
BF
673
Blankinship & Foster
California
$811K -$15.1K -87 -2%
AC
674
AlphaCore Capital
California
$804K +$1.91K +11 +0.2%
HWM
675
Hohimer Wealth Management
Washington
$804K -$869 -5 -0.1%