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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 %
VPP
976
Vertex Planning Partners
Illinois
$209K
WBC
977
West Branch Capital
Massachusetts
$208K
JEST
978
JTC Employer Solutions Trustee
Jersey
$208K
WMS
979
Wealth Management Solutions
Pennsylvania
$207K
VWM
980
Venturi Wealth Management
Texas
$207K
PA
981
PSI Advisors
Florida
$207K
BBWP
982
Beacon Bridge Wealth Partners
Pennsylvania
$206K +$6.46K +42 +3%
TW
983
TrinityPoint Wealth
Connecticut
$206K
D
984
Dentgroup
Louisiana
$205K +$205K +1,334 New
FA
985
Fiducient Advisors
Illinois
$205K +$205K +1,324 New
LSA
986
Lion Street Advisors
Texas
$205K -$30.8K -200 -13%
FOFP
987
Fee-Only Financial Planning
South Carolina
$205K
DWM
988
Dakota Wealth Management
Florida
$204K +$204K +1,329 New
KOMWMG
989
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K
SPP
990
Single Point Partners
Massachusetts
$201K +$201K +1,299 New
SWM
991
Sugarloaf Wealth Management
Georgia
$201K +$1.54K +10 +0.8%
XF
992
XML Financial
Maryland
$200K -$4.31K -28 -2%
RF
993
RHS Financial
California
$200K
FCMT
994
Founders Capital Management (Texas)
Texas
$195K
CHA
995
Carmichael Hill & Associates
Maryland
$195K -$4.62K -30 -2%
CP
996
Covenant Partners
Tennessee
$194K -$8.62K -56 -4%
BA
997
Ballast Advisors
Minnesota
$192K -$18.8K -122 -9%
NRC
998
New Republic Capital
North Carolina
$188K -$111K -716 -37%
HPC
999
HM Payson & Co
Maine
$183K
TH
1000
TCTC Holdings
Texas
$181K