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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 %
MSAM
826
Moloney Securities Asset Management
Missouri
$484K +$869 +5 +0.2%
LFG
827
Larson Financial Group
Missouri
$482K -$68.7K -395 -12%
RRWA
828
Rainey & Randall Wealth Advisors
Florida
$480K +$6.09K +35 +1%
National Bank of Canada
829
National Bank of Canada
Quebec, Canada
$472K -$17K -97 -3%
NA
830
Nordwand Advisors
Pennsylvania
$470K
GCA
831
Gradient Capital Advisors
California
$468K
Bank of Nova Scotia
832
Bank of Nova Scotia
Ontario, Canada
$468K
RSWA
833
Robinson Smith Wealth Advisors
Maine
$468K +$468K +2,689 New
FPGK
834
Financial Partners Group (Kansas)
Kansas
$465K +$1.04K +6 +0.2%
D.E. Shaw & Co
835
D.E. Shaw & Co
New York
$461K +$461K +2,653 New
WCG
836
Weaver Consulting Group
California
$461K -$116K -667 -20%
FFA
837
First Foundation Advisors
California
$461K +$21.7K +125 +5%
CT
838
Cambridge Trust
Massachusetts
$460K +$34.4K +198 +8%
FNT
839
First National Trust
Pennsylvania
$458K -$2.26K -13 -0.5%
ST
840
Spinnaker Trust
Maine
$455K
WF
841
Welch & Forbes
Massachusetts
$452K
CFA
842
CWS Financial Advisors
Michigan
$450K
PIAS
843
PCA Investment Advisory Services
Ohio
$450K +$19.8K +114 +5%
BMWM
844
Brown Miller Wealth Management
Virginia
$449K -$6.78K -39 -1%
CC
845
Chicago Capital
Illinois
$449K
MOS
846
MGO One Seven
Ohio
$449K +$76.7K +441 +21%
EWM
847
Executive Wealth Management
Michigan
$448K -$11.5K -66 -2%
HC
848
Hara Capital
Washington
$448K +$448K +2,575 New
SSW
849
Stone Summit Wealth
Florida
$445K +$8.69K +50 +2%
IRAG
850
Investment Research & Advisory Group
Georgia
$443K