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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 %
CT
1026
Colonial Trust
South Carolina
$105K
CSB
1027
City State Bank
Iowa
$104K
FCAS
1028
First Command Advisory Services
Texas
$102K +$102K +663 New
LFA
1029
LGT Financial Advisors
Texas
$100K -$24.6K -160 -20%
AGWCA
1030
Annis Gardner Whiting Capital Advisors
Florida
$100K +$100K +649 New
MWM
1031
Mascoma Wealth Management
New Hampshire
$98.2K
TF
1032
Tompkins Financial
New York
$95.2K
HGERS
1033
Householder Group Estate & Retirement Specialist
Arizona
$93.4K +$93.4K +607 New
Kayne Anderson Rudnick Investment Management
1034
Kayne Anderson Rudnick Investment Management
California
$91.3K +$58.3K +379 +176%
PAI
1035
Pittenger & Anderson Inc
Nebraska
$82.3K -$17.7K -115 -18%
RG
1036
Retirement Group
California
$81.4K -$12.3K -80 -13%
CFD
1037
Creative Financial Designs
Indiana
$80.7K +$615 +4 +0.8%
DJSG
1038
D.J. St. Germain
Massachusetts
$77.1K
AWM
1039
Ameliora Wealth Management
Switzerland
$76.9K
TCM
1040
TD Capital Management
Tennessee
$74.6K
FP
1041
Financial Perspectives
Minnesota
$71.5K
OIA
1042
Optimum Investment Advisors
Illinois
$69.2K
GWSG
1043
GPS Wealth Strategies Group
Colorado
$67.5K
S
1044
Syntrinsic
Colorado
$66.2K +$66.2K +430 New
MHR
1045
Matthew Hamilton Rosenberg
$65.2K -$55.2K -359 -46%
DWMG
1046
DB Wealth Management Group
California
$61.5K +$61.5K +400 New
SMA
1047
Sage Mountain Advisors
Georgia
$58.3K +$462 +3 +0.8%
IIL
1048
Insight Inv LLC
California
$57.2K
CBT
1049
CoreFirst Bank & Trust
Kansas
$54.6K
BBPWM
1050
Blue Bell Private Wealth Management
Pennsylvania
$48.8K