IVE icon

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 %
IBOK
1076
Independence Bank of Kentucky
Kentucky
$34.2K
BLC
1077
Brown, Lisle/Cummings
Rhode Island
$34K
RFA
1078
Register Financial Advisors
Georgia
$33.7K
NIC
1079
Northwest Investment Counselors
Oregon
$33.2K
DSC
1080
Duncker Streett & Co
Missouri
$32.2K
TF
1081
TimeScale Financial
Massachusetts
$32.2K
WT
1082
Washington Trust
Rhode Island
$28.2K -$8.06K -50 -22%
CFO
1083
Colony Family Offices
North Carolina
$28.2K -$3.71K -23 -12%
LWP
1084
Lumature Wealth Partners
Georgia
$25.1K -$17.6K -109 -41%
SAM
1085
Securian Asset Management
Minnesota
$24.2K +$24.2K +150 New
LWA
1086
Lowe Wealth Advisors
Maryland
$23.4K
SF
1087
Safeguard Financial
Wisconsin
$23K +$23K +144 New
HT
1088
Headlands Technologies
Illinois
$22.2K +$22.2K +138 New
CTA
1089
Colonial Trust Advisors
South Carolina
$21.3K
POIA
1090
Pin Oak Investment Advisors
Texas
$20K
VCM
1091
Versant Capital Management
Arizona
$19.8K
BCMLT
1092
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K -$5.32K -33 -22%
RTL
1093
Red Tortoise LLC
Georgia
$17.7K
BGIM
1094
Brandywine Global Investment Management
Pennsylvania
$17.7K +$12.4K +77 +233%
RI
1095
Ridgewood Investments
New Jersey
$17.6K
FA
1096
Faithward Advisors
Pennsylvania
$17K -$288K -1,757 -94%
CMP
1097
Coston McIsaac & Partners
Maine
$17K
GI
1098
Gradient Investments
Minnesota
$16.6K +$4.51K +28 +37%
LSA
1099
Lansing Street Advisors
Pennsylvania
$16.5K -$15.9K -98 -49%
Nomura Asset Management
1100
Nomura Asset Management
Japan
$16.1K