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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 %
CBT
1051
CoreFirst Bank & Trust
Kansas
$57.2K
OC
1052
Oakworth Capital
Alabama
$51.3K +$24.2K +150 +89%
BBPWM
1053
Blue Bell Private Wealth Management
Pennsylvania
$51.1K
MCM
1054
McMillion Capital Management
North Carolina
$50.8K +$50.8K +315 New
CAS
1055
Coppell Advisory Solutions
Texas
$48.4K +$48.4K +303 New
KC
1056
Knuff & Co
California
$47.7K -$1.61K -10 -3%
CIA
1057
Cape Investment Advisory
Georgia
$47.6K
RP
1058
Rice Partnership
Hawaii
$47.1K
First Manhattan
1059
First Manhattan
New York
$46.4K
JFA
1060
JNBA Financial Advisors
Minnesota
$46.3K
CWP
1061
Concord Wealth Partners
Virginia
$43.8K
OHWP
1062
Oak Harbor Wealth Partners
North Carolina
$43.7K
PP
1063
PrairieView Partners
Minnesota
$42K
PP
1064
PFS Partners
New Jersey
$40.9K +$40.6K +252 +12,600%
HWA
1065
HHM Wealth Advisors
Tennessee
$39.8K
JWM
1066
Janiczek Wealth Management
Colorado
$39.7K
IWMA
1067
Ironwood Wealth Management (Arizona)
Arizona
$39.2K
AW
1068
Avion Wealth
Texas
$37K +$159 +1 +0.4%
AA
1069
Addison Advisors
Vermont
$36.6K
ME
1070
McIlrath & Eck
Washington
$36.3K
WFA
1071
WestHill Financial Advisors
California
$35.8K
RCM
1072
Rain Capital Management
Oregon
$35.7K +$161 +1 +0.5%
Kayne Anderson Rudnick Investment Management
1073
Kayne Anderson Rudnick Investment Management
California
$34.7K
FWM
1074
Focused Wealth Management
New York
$34.3K
CTWM
1075
Cherry Tree Wealth Management
Minnesota
$34.2K +$34.2K +212 New