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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 %
GCA
776
Gradient Capital Advisors
California
$414K
Bank of Nova Scotia
777
Bank of Nova Scotia
Ontario, Canada
$414K -$579K -3,766 -58%
FNT
778
First National Trust
Pennsylvania
$407K +$14.5K +94 +4%
WAOTB
779
Wealth Advisors of Tampa Bay
Florida
$406K +$203K +1,321 +100%
EWM
780
Executive Wealth Management
Michigan
$406K +$11.7K +76 +3%
BMWM
781
Brown Miller Wealth Management
Virginia
$403K -$1.23K -8 -0.3%
ST
782
Spinnaker Trust
Maine
$402K
WF
783
Welch & Forbes
Massachusetts
$400K -$76.9K -500 -16%
CFA
784
CWS Financial Advisors
Michigan
$398K
CC
785
Chicago Capital
Illinois
$397K
KDA
786
Kraft Davis & Associates
Missouri
$394K
IRAG
787
Investment Research & Advisory Group
Georgia
$392K
BWL
788
Bogart Wealth LLC
Virginia
$390K +$47.4K +308 +14%
TI
789
Trexquant Investment
Connecticut
$390K +$135K +876 +53%
EI
790
Ellevest Inc
New York
$389K +$16.3K +106 +4%
FFA
791
First Foundation Advisors
California
$388K +$155K +1,008 +66%
CIAS
792
Capital Investment Advisory Services
North Carolina
$387K -$24.8K -161 -6%
SSW
793
Stone Summit Wealth
Florida
$386K
HNWAG
794
High Net Worth Advisory Group
Florida
$385K
LWM
795
Liberty Wealth Management
California
$384K -$16.9K -110 -4%
SVCP
796
Silicon Valley Capital Partners
California
$383K
OWA
797
One Wealth Advisors
California
$382K -$442K -2,871 -54%
BCP
798
Blue Chip Partners
Michigan
$381K -$4.77K -31 -1%
NAM
799
NTV Asset Management
West Virginia
$381K -$154K -1,000 -29%
PIAS
800
PCA Investment Advisory Services
Ohio
$381K +$1.69K +11 +0.4%