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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 %
FWM
1076
Focused Wealth Management
New York
$32.8K
CTWM
1077
Cherry Tree Wealth Management
Minnesota
$32.6K
IBOK
1078
Independence Bank of Kentucky
Kentucky
$32.6K
BLC
1079
Brown, Lisle/Cummings
Rhode Island
$32.5K
RFA
1080
Register Financial Advisors
Georgia
$32.2K
NIC
1081
Northwest Investment Counselors
Oregon
$31.7K
DSC
1082
Duncker Streett & Co
Missouri
$30.8K
HWP
1083
Hibernia Wealth Partners
Louisiana
$30.7K +$30.7K +199 New
CFO
1084
Colony Family Offices
North Carolina
$27.1K
FAM
1085
Flaharty Asset Management
Florida
$26.8K +$26.8K +174 New
OC
1086
Oakworth Capital
Alabama
$25.8K -$23.1K -150 -47%
PBK
1087
Peoples Bank (Kansas)
Kansas
$25.1K +$25.1K +163 New
Allspring Global Investments
1088
Allspring Global Investments
North Carolina
$24.6K +$21.5K +140 +700%
LWA
1089
Lowe Wealth Advisors
Maryland
$22.3K
RW
1090
RVW Wealth
California
$20.5K +$20.5K +133 New
MPWT
1091
MassMutual Private Wealth & Trust
Connecticut
$20.5K +$20.5K +133 New
CTA
1092
Colonial Trust Advisors
South Carolina
$20.3K
GWM
1093
Grand Wealth Management
Michigan
$20K +$20K +130 New
POIA
1094
Pin Oak Investment Advisors
Texas
$19K
VCM
1095
Versant Capital Management
Arizona
$18.9K
BCMLT
1096
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K
AWM
1097
Abound Wealth Management
Tennessee
$17.1K +$2.16K +14 +14%
RTL
1098
Red Tortoise LLC
Georgia
$16.9K
CMP
1099
Coston McIsaac & Partners
Maine
$16K
QPBE
1100
Quintet Private Bank (Europe)
Luxembourg
$15.4K -$7.38K -48 -32%