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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 %
TCA
876
Transcend Capital Advisors
New Jersey
$299K -$11.5K -75 -4%
MFG
877
Merit Financial Group
Georgia
$299K -$1.38K -9 -0.5%
MYIA
878
Mount Yale Investment Advisors
Colorado
$299K
PWP
879
Perfromance Wealth Partners
Illinois
$298K
HKIMG
880
Hutchens & Kramer Investment Management Group
Indiana
$296K +$296K +1,938 New
CMP
881
Courage Miller Partners
Virginia
$296K -$5.23K -34 -2%
AF
882
Affiance Financial
Minnesota
$295K
UCB
883
United Community Bank
South Carolina
$294K +$294K +1,913 New
SFWC
884
Strategic Family Wealth Counselors
New Jersey
$294K +$13.5K +88 +5%
WSTAM
885
Wilbanks Smith & Thomas Asset Management
Virginia
$292K +$73.1K +475 +33%
PIM
886
Progressive Investment Management
Oregon
$292K
MC
887
Moors & Cabot
Massachusetts
$292K +$46.3K +301 +19%
CFO
888
Custos Family Office
Texas
$291K -$24.8K -161 -8%
SWP
889
ShoreHaven Wealth Partners
New Jersey
$289K
CTB
890
Country Trust Bank
Illinois
$289K
MMPW
891
Mitchell McLeod Pugh & Williams
Alabama
$288K
OBWG
892
Onyx Bridge Wealth Group
New York
$288K
PIFP
893
Partners in Financial Planning
Virginia
$285K -$1.85K -12 -0.6%
CIA
894
Capital Investment Advisors
Georgia
$284K +$284K +1,845 New
GIA
895
Guyasuta Investment Advisors
Pennsylvania
$283K
ONST
896
Old North State Trust
North Carolina
$283K
Vanguard Group
897
Vanguard Group
Pennsylvania
$280K -$19.1K -124 -6%
CA
898
CGN Advisors
Kansas
$278K +$278K +1,805 New
WTB
899
Washington Trust Bank
Washington
$278K +$16K +104 +6%
STCOSD
900
Sageworth Trust Company of South Dakota
South Dakota
$276K