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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 %
WOSD
1101
WFA of San Diego
California
$16.1K +$16.1K +100 New
QPBE
1102
Quintet Private Bank (Europe)
Luxembourg
$16.1K +$5.21K +48 +48%
AWM
1103
Abound Wealth Management
Tennessee
$15.7K
DFC
1104
DB Fitzpatrick & Co
Idaho
$15.3K +$15.3K +95 New
HFM
1105
Hartford Financial Management
Connecticut
$15.2K
EWA
1106
EverSource Wealth Advisors
Alabama
$14K
SWA
1107
Sutton Wealth Advisors
Florida
$13.2K
WWP
1108
WR Wealth Planners
Missouri
$12.9K
SIM
1109
Studio Investment Management
Illinois
$12.6K
IGWM
1110
ICA Group Wealth Management
Colorado
$12.4K +$2.74K +17 +28%
HS
1111
Horan Securities
United States
$12.1K
IPW
1112
Impact Partnership Wealth
Georgia
$11.7K +$11.7K +73 New
NFSG
1113
Newbridge Financial Services Group
Florida
$11.6K -$27.8K -172 -70%
NC
1114
NewSquare Capital
Pennsylvania
$11.6K
TFA
1115
Toth Financial Advisory
Virginia
$11.4K
FRA
1116
Front Row Advisors
California
$11K
FMB
1117
Field & Main Bank
Kentucky
$9.83K
KFS
1118
Kelly Financial Services
Massachusetts
$9.77K -$2.72K -17 -22%
PIP
1119
Peachtree Investment Partners
Florida
$9.03K
FCA
1120
FinTrust Capital Advisors
South Carolina
$8.71K
TFP
1121
Tilia Fiduciary Partners
North Carolina
$8.06K -$73.5K -456 -90%
EAM
1122
Eukles Asset Management
Ohio
$6.61K +$6.61K +41 New
NMG
1123
New Millennium Group
Utah
$5.89K -$113K -708 -95%
MRCM
1124
M&R Capital Management
New Jersey
$5.64K
VNA
1125
Valley National Advisers
Pennsylvania
$5K