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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.

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 Market Value Shares Shares
Change
Shares
Change %
RI
1076
Ridgewood Investments
New Jersey
$16.5K 109 +109 New
CMP
1077
Coston McIsaac & Partners
Maine
$16K 107
QPBE
1078
Quintet Private Bank (Europe)
Luxembourg
$15.2K 100 +100 New
Nomura Asset Management
1079
Nomura Asset Management
Japan
$15.2K 100
PO
1080
Private Ocean
California
$15.2K 100
AWM
1081
Abound Wealth Management
Tennessee
$14.8K 97
BL
1082
Balentine LLC
Georgia
$14.4K 95
HFM
1083
Hartford Financial Management
Connecticut
$14.3K 94
EWA
1084
EverSource Wealth Advisors
Alabama
$13.2K 87 -29 -25%
SWA
1085
Sutton Wealth Advisors
Florida
$12.4K 82
WWP
1086
WR Wealth Planners
Missouri
$12.1K 80
SIM
1087
Studio Investment Management
Illinois
$11.8K 78
KFS
1088
Kelly Financial Services
Massachusetts
$11.8K 78 -207 -73%
SC
1089
SouthState Corp
Florida
$11.7K 77
GI
1090
Gradient Investments
Minnesota
$11.4K 75
HS
1091
Horan Securities
United States
$11.3K 75 +51 +213%
FRA
1092
Front Row Advisors
California
$11K 70
NC
1093
NewSquare Capital
Pennsylvania
$10.9K 72
TFA
1094
Toth Financial Advisory
Virginia
$10.8K 71
FMB
1095
Field & Main Bank
Kentucky
$9.26K 61
IGWM
1096
ICA Group Wealth Management
Colorado
$9.12K 60 -21 -26%
FCA
1097
FinTrust Capital Advisors
South Carolina
$8.71K 60
PIP
1098
Peachtree Investment Partners
Florida
$8.47K 56
RMC
1099
Resources Management Corp
Connecticut
$8K 81 +81 New
AWM
1100
Activest Wealth Management
Florida
$7.94K 53 +53 New