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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 %
DIP
751
DT Investment Partners
Pennsylvania
$617K +$617K +3,508 New
AWA
752
ARQ Wealth Advisors
Arizona
$617K -$5.39K -31 -0.9%
GCM
753
Gallacher Capital Management
Colorado
$616K
AHC
754
Anderson Hoagland & Co
Missouri
$613K
SFS
755
Security Financial Services
Indiana
$609K -$286K -1,644 -32%
CAM
756
Creekmur Asset Management
Illinois
$607K +$607K +3,493 New
FPW
757
Flagship Private Wealth
Massachusetts
$606K
CTA
758
Camelot Technology Advisors
California
$606K +$606K +3,483 New
PWLP
759
Prio Wealth Limited Partnership
Massachusetts
$604K -$100K -575 -14%
CWM
760
C2C Wealth Management
Arizona
$604K
LA
761
Lynch & Associates
Indiana
$601K
SFG
762
StrategIQ Financial Group
Indiana
$594K +$1.91K +11 +0.3%
KLI
763
Kelman-Lazarov Inc
Tennessee
$592K
GI
764
Glovista Investments
New Jersey
$592K +$592K +3,406 New
TCA
765
Trifecta Capital Advisors
Illinois
$591K +$11.5K +66 +2%
LW
766
Linscomb Wealth
Texas
$591K -$20.9K -120 -3%
JGIA
767
Jackson Grant Investment Advisers
Connecticut
$582K +$2.61K +15 +0.5%
BTWM
768
Baker Tilly Wealth Management
Wisconsin
$580K -$26.4K -152 -4%
RDFA
769
Ritter Daniher Financial Advisory
Ohio
$579K
BCA
770
Ballentine Capital Advisors
South Carolina
$579K +$579K +3,302 New
PIA
771
Perennial Investment Advisors
California
$576K
CWMGP
772
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$571K +$174 +1 +0%
LWM
773
LJI Wealth Management
Indiana
$571K +$7.65K +44 +1%
SW
774
SVB Wealth
Massachusetts
$569K +$174 +1 +0%
DFC
775
DBK Financial Counsel
Ohio
$568K