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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 %
CGFA
776
Colton Groome Financial Advisors
North Carolina
$567K -$2.61K -15 -0.5%
NL
777
Navalign LLC
California
$561K -$78.1K -449 -12%
BSWA
778
Bromfield Sneider Wealth Advisors
Massachusetts
$560K
AWA
779
Aaron Wealth Advisors
Illinois
$560K -$49.7K -286 -8%
DT
780
Diversified Trust
Tennessee
$558K +$30.4K +175 +6%
IWN
781
Independent Wealth Network
Iowa
$557K -$5.22K -30 -0.9%
PFG
782
Pinnacle Financial Group
Illinois
$556K
CCWM
783
Cassaday & Co Wealth Management
Virginia
$556K +$11.5K +66 +2%
SDAM
784
Shulman DeMeo Asset Management
New York
$556K +$5.04K +29 +0.9%
WAM
785
WNY Asset Management
New York
$555K
CIC
786
Carnegie Investment Counsel
Ohio
$554K -$18.8K -108 -3%
GFA
787
Gallagher Fiduciary Advisors
Illinois
$553K -$66.4K -382 -11%
EFG
788
Embree Financial Group
Illinois
$553K +$553K +3,180 New
KFI
789
Key Financial Inc
Pennsylvania
$552K
SMA
790
Seven Mile Advisory
New Jersey
$550K
NW
791
NewEdge Wealth
Pennsylvania
$547K +$547K +3,148 New
KA
792
Klingman & Associates
New York
$544K
SSB
793
Sandy Spring Bank
Maryland
$541K -$25.2K -145 -4%
TW
794
Towerpoint Wealth
California
$536K +$1.39K +8 +0.3%
Capstone Investment Advisors
795
Capstone Investment Advisors
New York
$531K +$120K +691 +29%
Qube Research & Technologies (QRT)
796
Qube Research & Technologies (QRT)
United Kingdom
$529K -$561K -3,228 -51%
ES
797
Eagle Strategies
New York
$529K
E
798
ETFidea
New York
$529K
HIP
799
HUB Investment Partners
Texas
$528K +$528K +3,035 New
RWM
800
Ritholtz Wealth Management
New York
$525K +$525K +3,018 New