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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 %
MIM
1001
Macroview Investment Management
Maryland
$180K +$6K +39 +3%
NSG
1002
Nalls Sherbakoff Group
Tennessee
$177K
Lazard Asset Management
1003
Lazard Asset Management
New York
$176K
TCOV
1004
Trust Company of Vermont
Vermont
$166K
CA
1005
Crewe Advisors
Utah
$163K +$60.5K +393 +59%
VWM
1006
Valley Wealth Managers
New Jersey
$158K
AAG
1007
Armstrong Advisory Group
Massachusetts
$156K
EDRH
1008
Edmond de Rothschild Holding
Switzerland
$154K
MAWCM
1009
Mine & Arao Wealth Creation & Management
California
$153K
EWP
1010
Elevation Wealth Partners
California
$148K
FFA
1011
Farther Finance Advisors
California
$143K +$143K +928 +46,400%
HL
1012
HeadInvest LLC
Maine
$142K +$142K +926 New
WB
1013
Webster Bank
Connecticut
$138K
FIA
1014
FNY Investment Advisers
New York
$138K +$138K +900 New
MFC
1015
Mechanics Financial Corp
Ohio
$138K
HCM
1016
Hollencrest Capital Management
California
$136K
FFA
1017
Founders Financial Alliance
North Carolina
$132K
PWM
1018
Provident Wealth Management
Tennessee
$131K
AWM
1019
Atticus Wealth Management
Florida
$121K +$121K +787 New
PO
1020
Private Ocean
California
$120K
RCM
1021
Raleigh Capital Management
North Carolina
$119K +$1.23K +8 +1%
FPB
1022
First PREMIER Bank
South Dakota
$114K -$12K -78 -10%
APW
1023
Atlantic Private Wealth
North Carolina
$111K -$51K -331 -31%
AIC
1024
Archer Investment Corporation
Indiana
$108K +$25.1K +163 +30%
LB
1025
Legacy Bridge
Iowa
$108K