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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 %
AWA
701
Aaron Wealth Advisors
Illinois
$539K
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$537K -$919K -5,972 -63%
FPW
703
Flagship Private Wealth
Massachusetts
$536K
LA
704
Lynch & Associates
Indiana
$532K
EIA
705
Edgemoor Investment Advisors
Maryland
$531K +$531K +3,450 New
OAM
706
Oppenheimer Asset Management
New York
$530K +$38.5K +250 +8%
CWM
707
C2C Wealth Management
Arizona
$528K
KLI
708
Kelman-Lazarov Inc
Tennessee
$524K
SFG
709
StrategIQ Financial Group
Indiana
$524K +$71.8K +467 +16%
CA
710
CoreCap Advisors
Michigan
$515K -$308K -2,005 -37%
RDFA
711
Ritter Daniher Financial Advisory
Ohio
$513K
TCA
712
Trifecta Capital Advisors
Illinois
$513K -$61.7K -401 -11%
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$513K +$2.77K +18 +0.5%
AWA
714
Arete Wealth Advisors
Illinois
$512K -$239K -1,552 -32%
WCG
715
Weaver Consulting Group
California
$510K -$13.8K -90 -3%
CIC
716
Chilton Investment Company
Connecticut
$510K -$71.4K -464 -12%
PIA
717
Perennial Investment Advisors
California
$509K
CIC
718
Carnegie Investment Counsel
Ohio
$507K -$20.3K -132 -4%
CWMGP
719
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$505K
CGFA
720
Colton Groome Financial Advisors
North Carolina
$504K
WWM
721
Windsor Wealth Management
Indiana
$504K
SW
722
SVB Wealth
Massachusetts
$503K -$109K -708 -18%
DFC
723
DBK Financial Counsel
Ohio
$502K
SSB
724
Sandy Spring Bank
Maryland
$501K +$11.5K +75 +2%
LWM
725
LJI Wealth Management
Indiana
$498K -$31.9M -207,394 -98%