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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 %
CW
751
Connectus Wealth
Ohio
$458K +$21.5K +140 +5%
CPA
752
Cardiff Park Advisors
California
$457K
WFAG
753
Worth Financial Advisory Group
North Carolina
$456K -$104K -676 -19%
AB
754
Atlas Brown
Kentucky
$453K
CWM
755
Cabot Wealth Management
Massachusetts
$449K -$154 -1 -0%
QC
756
Quent Capital
New York
$441K
DC
757
Davenport & Co
Virginia
$439K +$124K +808 +39%
YCM
758
Yousif Capital Management
Michigan
$437K +$187K +1,215 +75%
OC
759
Oarsman Capital
Wisconsin
$436K +$9.54K +62 +2%
PL
760
Plancorp LLC
Missouri
$435K -$91.2K -593 -17%
GWA
761
GGM Wealth Advisors
Maryland
$432K
SWM
762
Stockman Wealth Management
Montana
$431K
DI
763
Disciplined Investments
Oklahoma
$431K -$158K -1,024 -27%
MSAM
764
Moloney Securities Asset Management
Missouri
$428K
National Bank of Canada
765
National Bank of Canada
Quebec, Canada
$427K +$9.6K +63 +2%
CF
766
Centaurus Financial
California
$426K -$2.06M -13,355 -83%
Empower Advisory Group
767
Empower Advisory Group
Colorado
$425K +$49.5K +322 +13%
4WM
768
4J Wealth Management
Virginia
$425K
RRWA
769
Rainey & Randall Wealth Advisors
Florida
$419K
USB
770
Union Savings Bank
Connecticut
$419K -$3.23K -21 -0.8%
CAM
771
Concorde Asset Management
Michigan
$417K
FPGK
772
Financial Partners Group (Kansas)
Kansas
$416K +$1.09K +7 +0.3%
NA
773
Nordwand Advisors
Pennsylvania
$415K
APW
774
Aurora Private Wealth
New Jersey
$415K +$180K +1,171 +77%
CL
775
CIM LLC
New York
$415K +$61.4K +399 +17%