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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 %
SWM
676
Sendero Wealth Management
Texas
$587K
CFS
677
CRA Financial Services
New Jersey
$586K +$70.5K +458 +14%
CA
678
Claro Advisors
Massachusetts
$579K +$57.4K +373 +11%
PVI
679
Pine Valley Investments
New Jersey
$573K +$14.8K +96 +3%
AIP
680
Almanack Investment Partners
Pennsylvania
$573K +$231K +1,502 +68%
MG
681
Mather Group
Illinois
$572K -$113K -733 -16%
PCS
682
Personal CFO Solutions
New Jersey
$571K +$31.7K +206 +6%
ACA
683
Aptus Capital Advisors
Alabama
$571K +$509K +3,308 +823%
NB
684
NBT Bank
New York
$570K
NL
685
Navalign LLC
California
$565K +$45.4K +295 +9%
PMAM
686
Picton Mahoney Asset Management
Ontario, Canada
$564K
ESB
687
Essex Savings Bank
Connecticut
$563K
BKA
688
Brick & Kyle Associates
Pennsylvania
$563K +$563K +3,660 New
KWM
689
Kingsview Wealth Management
Oregon
$562K +$562K +3,655 New
CA
690
Continuum Advisory
Idaho
$562K -$6.15K -40 -1%
WCP
691
Wick Capital Partners
Pennsylvania
$561K +$77.4K +503 +16%
CFO
692
CVA Family Office
Colorado
$558K
JFG
693
JMG Financial Group
Illinois
$555K -$434K -2,822 -44%
CAM
694
Campion Asset Management
Virginia
$554K +$6.92K +45 +1%
BWP
695
Balboa Wealth Partners
Arizona
$551K -$118K -770 -18%
AWA
696
ARQ Wealth Advisors
Arizona
$550K
AHC
697
Anderson Hoagland & Co
Missouri
$548K
GFA
698
Gallagher Fiduciary Advisors
Illinois
$548K -$116K -755 -17%
GCM
699
Gallacher Capital Management
Colorado
$545K
LW
700
Linscomb Wealth
Texas
$542K