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iShares S&P 500 Value ETF

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
1051
TCI Wealth Advisors
Arizona
$34.3K
ME
1052
McIlrath & Eck
Washington
$34.1K
WT
1053
Washington Trust
Rhode Island
$34.1K
WFA
1054
WestHill Financial Advisors
California
$33.7K
RCM
1055
Rain Capital Management
Oregon
$33.5K +$152 +1 +0.5%
AW
1056
Avion Wealth
Texas
$33K +$143 +1 +0.4%
Kayne Anderson Rudnick Investment Management
1057
Kayne Anderson Rudnick Investment Management
California
$32.6K
FWM
1058
Focused Wealth Management
New York
$32.3K
IBOK
1059
Independence Bank of Kentucky
Kentucky
$32.2K
BLC
1060
Brown, Lisle/Cummings
Rhode Island
$32K
RFA
1061
Register Financial Advisors
Georgia
$31.7K
NIC
1062
Northwest Investment Counselors
Oregon
$31.3K -$12.1K -80 -28%
LSA
1063
Lansing Street Advisors
Pennsylvania
$30.4K
DSC
1064
Duncker Streett & Co
Missouri
$30.4K
TF
1065
TimeScale Financial
Massachusetts
$30.4K +$30.4K +200 New
CFO
1066
Colony Family Offices
North Carolina
$30K -$2.58K -17 -8%
FCA
1067
Fortis Capital Advisors
Kansas
$29K
SSC
1068
Syverson Strege & Co
Iowa
$26.6K
OC
1069
Oakworth Capital
Alabama
$25.5K
BCMLT
1070
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.5K
LWA
1071
Lowe Wealth Advisors
Maryland
$22K
CTA
1072
Colonial Trust Advisors
South Carolina
$20K
POIA
1073
Pin Oak Investment Advisors
Texas
$19K -$15.2K -100 -44%
VCM
1074
Versant Capital Management
Arizona
$18.7K
RTL
1075
Red Tortoise LLC
Georgia
$16.7K