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 %
PFA
676
Professional Financial Advisors
Nebraska
$803K +$41.7K +240 +5%
PMFA
677
Plante Moran Financial Advisors
Michigan
$803K
WI
678
Wintrust Investments
Illinois
$801K +$695 +4 +0.1%
SG
679
StoneX Group
New York
$799K -$69.6K -400 -8%
FPAS
680
Focus Partners Advisor Solutions
Missouri
$798K -$161K -924 -17%
Chevy Chase Trust
681
Chevy Chase Trust
Maryland
$796K
CPSC
682
Carl P. Sherr & Co
Massachusetts
$795K -$170K -979 -18%
CFS
683
CRA Financial Services
New Jersey
$794K +$132K +760 +20%
MA
684
MCF Advisors
Kentucky
$792K +$68.7K +395 +9%
NEWAS
685
N.E.W. Advisory Services
Wisconsin
$791K -$109K -625 -12%
TGAM
686
TBH Global Asset Management
Tennessee
$791K -$461K -2,652 -37%
MA
687
MKT Advisors
California
$788K
GWS
688
Glassman Wealth Services
Virginia
$780K -$4.35K -25 -0.6%
AEPWM
689
Atlantic Edge Private Wealth Management
Florida
$780K +$780K +4,483 New
MSWM
690
McGlone Suttner Wealth Management
Wisconsin
$778K
FWA
691
FSM Wealth Advisors
Ohio
$778K
MSA
692
Marino Stram & Associates
Massachusetts
$774K +$38.1K +219 +5%
ZF
693
Zhang Financial
Michigan
$771K +$522 +3 +0.1%
CWP
694
Corepath Wealth Partners
Arizona
$770K +$26.6K +153 +4%
CRC
695
Curi RMB Capital
Illinois
$768K
VVP
696
Venture Visionary Partners
Ohio
$768K +$51.1K +294 +7%
AT
697
American Trust
Kentucky
$762K -$242K -1,392 -24%
AA
698
Ancora Advisors
Ohio
$762K +$54.4K +313 +8%
CF
699
Centaurus Financial
California
$761K +$280K +1,609 +58%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$760K -$178K -1,023 -19%