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iShares S&P 500 Value ETF

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
951
Fountainhead AM
New Jersey
$227K +$645 +4 +0.3%
LFASL
952
Lugano Financial Advisors SA (LFA)
Switzerland
$226K +$226K +1,400 New
BFP
953
Beacon Financial Planning
Massachusetts
$224K +$806 +5 +0.4%
HBW
954
Hazlett, Burt & Watson
West Virginia
$224K +$15.4K +95 +7%
BC
955
Barrett & Company
Rhode Island
$224K -$228K -1,414 -50%
GKWIM
956
Gerber Kawasaki Wealth & Investment Management
California
$224K +$224K +1,387 New
BWM
957
Baystate Wealth Management
Massachusetts
$222K -$11.1K -69 -5%
EWM
958
Evermay Wealth Management
Virginia
$221K
BFS
959
Bard Financial Services
Connecticut
$221K
BA
960
Ballast Advisors
Minnesota
$221K +$56.4K +350 +34%
HBT
961
Hills Bank & Trust
Iowa
$220K -$3.39K -21 -2%
VPP
962
Vertex Planning Partners
Illinois
$219K
WBC
963
West Branch Capital
Massachusetts
$218K
PWG
964
Portside Wealth Group
Utah
$218K +$218K +1,354 New
NDSI
965
Newman Dignan & Sheerar Inc
Rhode Island
$218K
JEST
966
JTC Employer Solutions Trustee
Jersey
$218K
WMS
967
Wealth Management Solutions
Pennsylvania
$217K -$34.7K -215 -14%
VWM
968
Venturi Wealth Management
Texas
$217K +$217K +1,345 New
PA
969
PSI Advisors
Florida
$217K
TW
970
TrinityPoint Wealth
Connecticut
$216K
FOFP
971
Fee-Only Financial Planning
South Carolina
$215K -$161 -1 -0.1%
XF
972
XML Financial
Maryland
$214K +$161 +1 +0.1%
GSIAS
973
Garden State Investment Advisory Services
New Jersey
$214K +$214K +1,330 New
KOMWMG
974
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$214K -$21.3K -132 -9%
FPCG
975
Fort Pitt Capital Group
Pennsylvania
$213K