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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 %
IWN
726
Independent Wealth Network
Iowa
$497K +$154 +1 +0%
BSWA
727
Bromfield Sneider Wealth Advisors
Massachusetts
$496K
PFG
728
Pinnacle Financial Group
Illinois
$492K -$8.62K -56 -2%
WAM
729
WNY Asset Management
New York
$491K
KFI
730
Key Financial Inc
Pennsylvania
$488K -$6.46K -42 -1%
LFG
731
Larson Financial Group
Missouri
$487K +$55.4K +360 +13%
SDAM
732
Shulman DeMeo Asset Management
New York
$487K
SMA
733
Seven Mile Advisory
New Jersey
$486K +$486K +3,161 New
CCWM
734
Cassaday & Co Wealth Management
Virginia
$482K
KA
735
Klingman & Associates
New York
$481K -$47.8K -311 -9%
SXL
736
Summit X LLC
Missouri
$479K -$86.2K -560 -15%
SWM
737
SeaCrest Wealth Management
New York
$477K -$7.69K -50 -2%
HFS
738
Heritage Financial Services
Massachusetts
$476K -$1.85K -12 -0.4%
BONH
739
Bank of New Hampshire
New Hampshire
$473K -$73.1K -475 -13%
TW
740
Towerpoint Wealth
California
$473K
PTC
741
Private Trust Company
Ohio
$472K +$17.4K +113 +4%
APCM
742
Alaska Permanent Capital Management
Alaska
$469K
E
743
ETFidea
New York
$468K -$9.38K -61 -2%
ES
744
Eagle Strategies
New York
$468K
DT
745
Diversified Trust
Tennessee
$467K +$17.4K +113 +4%
IA
746
Insight Advisors
Pennsylvania
$462K -$54.3K -353 -11%
TTWM
747
TCV Trust & Wealth Management
Virginia
$460K
OPW
748
Oxler Private Wealth
New York
$460K -$154 -1 -0%
VC
749
Veracity Capital
Georgia
$459K
PI
750
PFG Investments
New York
$458K -$26K -169 -5%