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iShares S&P 500 Value ETF

1,250 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 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M
Name Market Value Shares Shares
Change
Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$34.9M 200,490 +8,447 +4%
BMM
77
Berkshire Money Management
Massachusetts
$34M 195,638 -74,569 -28%
PSCM
78
Per Stirling Capital Management
Texas
$33.8M 194,356 +37,768 +24%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$33.6M 153,170 +1,106 +0.7%
QS
80
Quantitative Strategies
California
$32.4M 186,553 -605 -0.3%
CI
81
CX Institutional
Indiana
$30.5M 175,221 -30,435 -15%
GT
82
Greenleaf Trust
Michigan
$30.3M 174,009 -926 -0.5%
NSIM
83
North Star Investment Management
Illinois
$30.1M 173,041 +1,603 +0.9%
GSWM
84
Greenup Street Wealth Management
Michigan
$28.8M 165,519 +39,978 +32%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$28.6M 164,427 +164,427 New
PRWA
86
Platte River Wealth Advisors
Colorado
$28.4M 163,539 +80,179 +96%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$28.3M 163,012 +15,420 +10%
TW
88
Transform Wealth
Colorado
$28M 161,259 -1,118 -0.7%
PRS
89
Pinkerton Retirement Specialists
Idaho
$27.4M 157,408 +106,926 +212%
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
$27.4M 157,317 +36,187 +30%
FLA
91
Financial Life Advisors
Texas
$26.4M 151,903 -25,920 -15%
CCM
92
Condor Capital Management
New Jersey
$26.4M 151,685 -231 -0.2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$26.3M 151,121 +6,029 +4%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$26.2M 150,665 +137,990 +1,089%
RVPG
95
Relative Value Partners Group
$25.9M 149,200 -7,338 -5%
AIP
96
Ameritas Investment Partners
Nebraska
$25.8M 148,627 -13,211 -8%
EWA
97
Encompass Wealth Advisors
Oregon
$25.8M 148,477 +4,522 +3%
CFA
98
Cahill Financial Advisors
Minnesota
$25.5M 146,518 +256 +0.2%
SWM
99
Spire Wealth Management
Virginia
$25M 144,858 -5,270 -4%
Amundi
100
Amundi
France
$24.5M 141,000 +76,300 +118%