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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 %
OPW
801
Oxler Private Wealth
New York
$523K +$4K +23 +0.8%
PTC
802
Private Trust Company
Ohio
$522K -$11.3K -65 -2%
AB
803
Atlas Brown
Kentucky
$521K +$8.52K +49 +2%
TTWM
804
TCV Trust & Wealth Management
Virginia
$520K
SXL
805
Summit X LLC
Missouri
$519K -$14.8K -86 -3%
VC
806
Veracity Capital
Georgia
$519K
IA
807
Insight Advisors
Pennsylvania
$518K -$4.52K -26 -0.9%
CA
808
Claro Advisors
Massachusetts
$517K -$137K -790 -21%
CPA
809
Cardiff Park Advisors
California
$517K
EPW
810
Evergreen Private Wealth
Colorado
$514K +$514K +2,954 New
PI
811
PFG Investments
New York
$513K -$5.39K -31 -1%
OC
812
Oarsman Capital
Wisconsin
$511K +$19.1K +110 +4%
CL
813
CIM LLC
New York
$511K +$28.1K +157 +6%
LSAG
814
Lake Street Advisors Group
New Hampshire
$506K +$506K +2,910 New
AIP
815
Almanack Investment Partners
Pennsylvania
$502K -$145K -835 -22%
CWM
816
Cabot Wealth Management
Massachusetts
$502K -$5.56K -32 -1%
QC
817
Quent Capital
New York
$499K
WFAG
818
Worth Financial Advisory Group
North Carolina
$491K -$24K -138 -5%
PL
819
Plancorp LLC
Missouri
$491K
BONH
820
Bank of New Hampshire
New Hampshire
$490K -$44.3K -255 -8%
WA
821
Wealthstar Advisors
Texas
$490K +$490K +2,817 New
GWA
822
GGM Wealth Advisors
Maryland
$488K
SWM
823
Stockman Wealth Management
Montana
$487K
DI
824
Disciplined Investments
Oklahoma
$487K +$174 +1 +0%
SWM
825
SeaCrest Wealth Management
New York
$486K -$52.1K -300 -10%