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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 %
CSB
1026
City State Bank
Iowa
$109K
CA
1027
Crewe Advisors
Utah
$107K -$134K -830 -55%
AssetMark Inc
1028
AssetMark Inc
California
$106K +$106K +659 New
MWM
1029
Mascoma Wealth Management
New Hampshire
$105K
PAI
1030
Pittenger & Anderson Inc
Nebraska
$105K -$104K -647 -50%
KTC
1031
Kistler-Tiffany Companies
Pennsylvania
$103K
WPWM
1032
Western Pacific Wealth Management
Illinois
$102K -$223K -1,385 -69%
TF
1033
Tompkins Financial
New York
$99.8K
RG
1034
Retirement Group
California
$98.2K -$1.61K -10 -2%
BWM
1035
BerganKDV Wealth Management
Minnesota
$97.4K -$38.2K -237 -28%
2L
1036
25 LLC
Missouri
$93.6K +$329 +2 +0.4%
AIC
1037
Archer Investment Corporation
Indiana
$86.9K +$48.2K +299 +125%
CFD
1038
Creative Financial Designs
Indiana
$83.9K +$161 +1 +0.2%
CWA
1039
Clearview Wealth Advisors
Oregon
$82K
DJSG
1040
D.J. St. Germain
Massachusetts
$80.8K +$80.8K +501 New
AWM
1041
Ameliora Wealth Management
Switzerland
$80.6K
TCM
1042
TD Capital Management
Tennessee
$78.2K
FP
1043
Financial Perspectives
Minnesota
$74.9K +$322 +2 +0.4%
SIS
1044
Strategic Investment Solutions
Illinois
$72.9K
OIA
1045
Optimum Investment Advisors
Illinois
$72.5K
GWSG
1046
GPS Wealth Strategies Group
Colorado
$70.8K +$11.1K +69 +19%
RA
1047
Rise Advisors
New York
$70.5K +$161 +1 +0.2%
ACA
1048
Aptus Capital Advisors
Alabama
$64.8K
SMA
1049
Sage Mountain Advisors
Georgia
$60.6K
IIL
1050
Insight Inv LLC
California
$60.6K