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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 %
PAG
1051
Paladin Advisory Group
Iowa
$46.5K +$46.5K +302 New
WPWM
1052
Western Pacific Wealth Management
Illinois
$46.2K -$50.9K -331 -52%
CWP
1053
Concord Wealth Partners
Virginia
$46K +$4.15K +27 +10%
CIA
1054
Cape Investment Advisory
Georgia
$45.4K
RP
1055
Rice Partnership
Hawaii
$44.9K
AWA
1056
Authentikos Wealth Advisory
California
$44.9K +$44.9K +292 New
First Manhattan
1057
First Manhattan
New York
$44.3K
JFA
1058
JNBA Financial Advisors
Minnesota
$44.2K
KC
1059
Knuff & Co
California
$41.7K -$3.85K -25 -8%
OHWP
1060
Oak Harbor Wealth Partners
North Carolina
$41.7K
AWM
1061
Avondale Wealth Management
Texas
$41.4K +$41.4K +269 New
WT
1062
Washington Trust
Rhode Island
$41.2K +$14.3K +93 +53%
PP
1063
PrairieView Partners
Minnesota
$40K
AssetMark Inc
1064
AssetMark Inc
California
$40K -$61.4K -399 -61%
PP
1065
PFS Partners
New Jersey
$39.1K
HWA
1066
HHM Wealth Advisors
Tennessee
$38K
JWM
1067
Janiczek Wealth Management
Colorado
$38K
RA
1068
Rise Advisors
New York
$37.8K -$29.3K -191 -44%
IWMA
1069
Ironwood Wealth Management (Arizona)
Arizona
$37.4K
HT
1070
Headlands Technologies
Illinois
$35.5K +$14.3K +93 +67%
AW
1071
Avion Wealth
Texas
$35K
AA
1072
Addison Advisors
Vermont
$34.9K
ME
1073
McIlrath & Eck
Washington
$34.6K
WFA
1074
WestHill Financial Advisors
California
$34.1K
RCM
1075
Rain Capital Management
Oregon
$34.1K