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iShares S&P 500 Value ETF

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWM
1051
Correct Capital Wealth Management
Missouri
$232K +$232K +1,334 New
LSA
1052
Lion Street Advisors
Texas
$232K
GSIAS
1053
Garden State Investment Advisory Services
New Jersey
$231K +$231K +1,330 New
MIM
1054
Macroview Investment Management
Maryland
$231K +$27.5K +158 +14%
FPCG
1055
Fort Pitt Capital Group
Pennsylvania
$230K -$12.5K -72 -5%
RWA
1056
Redhawk Wealth Advisors
Minnesota
$229K -$35.3K -203 -13%
FOFP
1057
Fee-Only Financial Planning
South Carolina
$229K -$2.61K -15 -1%
SWM
1058
Sugarloaf Wealth Management
Georgia
$227K +$174 +1 +0.1%
XF
1059
XML Financial
Maryland
$227K +$174 +1 +0.1%
PA
1060
PSI Advisors
Florida
$226K -$7.65K -44 -3%
VFPI
1061
Vantage Financial Partners (Illinois)
Illinois
$226K +$226K +1,300 New
SPP
1062
Single Point Partners
Massachusetts
$226K
PIFP
1063
Partners in Financial Planning
Virginia
$223K -$98.8K -568 -31%
CI
1064
Cambiar Investors
Colorado
$222K +$222K +1,276 New
FCMT
1065
Founders Capital Management (Texas)
Texas
$220K
PS
1066
Planned Solutions
California
$220K +$220K +1,267 New
CP
1067
Covenant Partners
Tennessee
$219K
FB
1068
Fulton Bank
Pennsylvania
$219K +$219K +1,258 New
CCA
1069
Cora Capital Advisors
New Jersey
$219K +$219K +1,257 New
SFG
1070
Sage Financial Group
Pennsylvania
$217K +$217K +1,248 New
GCA
1071
Genesee Capital Advisors
New York
$216K +$216K +1,240 New
AC
1072
Apella Capital
Connecticut
$213K +$213K +1,227 New
MCCP
1073
Mission Creek Capital Partners
California
$213K +$213K +1,223 New
ML
1074
McAdam LLC
Pennsylvania
$212K +$212K +1,217 New
NRC
1075
New Republic Capital
North Carolina
$211K