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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 %
PCS
726
Personal CFO Solutions
New Jersey
$679K +$33.7K +194 +5%
MMHP
727
Murphy Middleton Hinkle & Parker
Georgia
$679K
PCM
728
Parsons Capital Management
Rhode Island
$678K -$134K -770 -16%
MG
729
Mather Group
Illinois
$677K +$31K +178 +5%
WTC
730
WhitTier Trust Company
Nevada
$673K
CBFP
731
Cedar Brook Financial Partners
Ohio
$673K -$34.5K -199 -5%
JSW
732
Journey Strategic Wealth
New Jersey
$669K -$26.6K -153 -4%
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$668K -$142K -814 -17%
PWCM
734
Processus Wealth & Capital Management
Tennessee
$667K +$667K +3,833 New
PWH
735
Priebe Wealth Holdings
Minnesota
$657K +$657K +3,778 New
NPFS
736
Novak & Powell Financial Services
Florida
$654K +$654K +3,742 New
S
737
SignatureFD
Georgia
$650K -$18.3K -105 -3%
CAM
738
Campion Asset Management
Virginia
$648K +$20.9K +120 +3%
EAMA
739
EFG Asset Management (Americas)
Florida
$643K -$146K -837 -18%
SAM
740
Smartleaf Asset Management
Massachusetts
$641K +$641K +3,681 New
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$641K -$248K -1,426 -28%
PMAM
742
Picton Mahoney Asset Management
Ontario, Canada
$637K
ICG
743
InterOcean Capital Group
Tennessee
$635K -$264K -1,517 -29%
CA
744
Continuum Advisory
Idaho
$634K -$348 -2 -0.1%
WCP
745
Wick Capital Partners
Pennsylvania
$634K
CFO
746
CVA Family Office
Colorado
$631K
CIC
747
Chilton Investment Company
Connecticut
$625K +$48K +276 +8%
EIA
748
Edgemoor Investment Advisors
Maryland
$624K +$24.3K +140 +4%
QWM
749
Quadcap Wealth Management
Texas
$624K +$624K +3,588 New
CCA
750
Clarity Capital Advisors
Florida
$623K +$623K +3,585 New