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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 %
VPIM
851
Vanguard Personalized Indexing Management
California
$442K +$442K +2,539 New
4WM
852
4J Wealth Management
Virginia
$441K -$38.4K -221 -8%
EI
853
Ellevest Inc
New York
$440K -$174 -1 -0%
SVCP
854
Silicon Valley Capital Partners
California
$438K +$4.35K +25 +1%
CIAS
855
Capital Investment Advisory Services
North Carolina
$435K -$2.09K -12 -0.5%
HNWAG
856
High Net Worth Advisory Group
Florida
$435K
LWM
857
Liberty Wealth Management
California
$431K -$3.48K -20 -0.8%
NAM
858
NTV Asset Management
West Virginia
$430K
CPSAC
859
Chas P. Smith & Associates (CPS)
Florida
$430K
GCIM
860
Gunn & Company Investment Management
Florida
$430K +$430K +2,473 New
RIA
861
Realta Investment Advisors
Delaware
$429K -$598K -3,438 -58%
APW
862
Aurora Private Wealth
New Jersey
$427K -$41.3K -238 -9%
EPA
863
Element Pointe Advisors
Florida
$424K
DC
864
Davenport & Co
Virginia
$424K -$72.5K -417 -15%
KWM
865
Kingsview Wealth Management
Oregon
$423K -$213K -1,222 -33%
HTC
866
Haverford Trust Company
Pennsylvania
$419K
OIS
867
Okabena Investment Services
Minnesota
$417K +$417K +2,400 New
RMCM
868
Reynders McVeigh Capital Management
Massachusetts
$416K
EP
869
Edgestream Partners
New Jersey
$416K +$416K +2,390 New
BZWA
870
Blue Zone Wealth Advisors
California
$415K +$2.43K +14 +0.6%
FFS
871
Founders Financial Securities
Maryland
$412K +$15.7K +90 +4%
RCG
872
Regatta Capital Group
California
$412K +$3.13K +18 +0.8%
HIIFS
873
Harel Insurance Investments & Financial Services
Israel
$411K
CWS
874
Confluence Wealth Services
Pennsylvania
$410K
FIB
875
First Interstate Bank
Montana
$409K