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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 %
UL
926
Unionview LLC
Washington
$252K
MLL
927
Moody Lynn & Lieberson
Massachusetts
$252K
BO
928
Bank OZK
Arkansas
$249K +$249K +1,620 New
MA
929
MONECO Advisors
Connecticut
$248K
CHC
930
City Holding Co
West Virginia
$248K -$1.54K -10 -0.6%
AGC
931
Aspen Grove Capital
Colorado
$247K
WJWM
932
Williams Jones Wealth Management
New York
$247K
I
933
INVST
Indiana
$245K +$245K +1,595 New
BWM
934
Brown Wealth Management
Illinois
$242K -$2.31K -15 -0.9%
ACP
935
Aviance Capital Partners
Florida
$242K
PWM
936
PBMares Wealth Management
Virginia
$242K -$1.54K -10 -0.6%
BMCM
937
Burns Matteson Capital Management
New York
$240K -$68K -442 -22%
FCH
938
Freestone Capital Holdings
Washington
$238K -$76.9K -500 -24%
GGS
939
Galvin Gaustad & Stein
Arizona
$237K
WQ
940
Wealth Quarterback
New Jersey
$237K -$50.3K -327 -18%
CW
941
CIC Wealth
Maryland
$236K
RWA
942
Redhawk Wealth Advisors
Minnesota
$234K
PFBT
943
Parkside Financial Bank & Trust
Missouri
$233K -$175K -1,139 -43%
SFP
944
Strategic Financial Partners
Oregon
$232K
MCP
945
Mirador Capital Partners
California
$232K -$34.6K -225 -13%
MMG
946
Monetary Management Group
Missouri
$231K
KCM
947
KRS Capital Management
Michigan
$230K
GLA
948
Good Life Advisors
Pennsylvania
$229K +$29.8K +194 +15%
RIM
949
Redwood Investment Management
Arizona
$229K +$229K +1,490 New
LSA
950
L & S Advisors
California
$229K -$273K -1,776 -54%