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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 %
SCA
701
Snowden Capital Advisors
New York
$756K -$200K -1,150 -21%
SCI
702
S&CO Inc
Massachusetts
$756K
FCAS
703
First Command Advisory Services
Texas
$755K +$640K +3,681 +555%
CST
704
Charles Schwab Trust
Nevada
$755K
IIA
705
IPG Investment Advisors
California
$753K
EWM
706
Empirical Wealth Management
Washington
$753K
AL
707
Aspiriant LLC
California
$752K
H
708
HoyleCohen
California
$747K +$16.3K +94 +2%
Koshinski Asset Management
709
Koshinski Asset Management
Illinois
$736K -$331K -1,901 -31%
SPWG
710
Sage Private Wealth Group
Illinois
$734K +$734K +4,219 New
CB
711
Community Bank
New York
$732K
TCOTS
712
Trust Company of the South
North Carolina
$729K +$729K +4,190 New
CAI
713
Capital Advisors Inc
Oklahoma
$726K -$348 -2 -0%
CPA
714
Capital Planning Advisors
California
$721K
MPCG
715
Matrix Private Capital Group
New York
$721K
CTC
716
Central Trust Company
Missouri
$719K -$56.7K -326 -7%
T
717
Tidemark
California
$712K +$712K +4,096 New
WA
718
Waverly Advisors
Alabama
$712K -$161K -923 -18%
TA
719
TrueWealth Advisors
Alabama
$705K -$383K -2,202 -35%
FWTB
720
First Western Trust Bank
Colorado
$704K -$30.3K -174 -4%
NB
721
NBT Bank
New York
$697K +$53K +305 +8%
GIM
722
Goelzer Investment Management
Indiana
$696K +$6.96K +40 +1%
FMTC
723
Farmers & Merchants Trust Company
California
$696K -$86.9K -500 -11%
PVI
724
Pine Valley Investments
New Jersey
$686K +$39.8K +229 +6%
CM
725
Columbus Macro
Pennsylvania
$682K +$682K +3,935 New