IVE icon

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 %
Nomura Asset Management
1101
Nomura Asset Management
Japan
$15.4K
WOSD
1102
WFA of San Diego
California
$15.4K
BWS
1103
Buck Wealth Strategies
Colorado
$15.4K +$15.4K +100 New
FGA
1104
Fortis Group Advisors
New Jersey
$15.4K +$15.4K +100 New
DFC
1105
DB Fitzpatrick & Co
Idaho
$14.6K
HFM
1106
Hartford Financial Management
Connecticut
$14.5K
IPW
1107
Impact Partnership Wealth
Georgia
$12.6K +$1.39K +9 +12%
SWA
1108
Sutton Wealth Advisors
Florida
$12.6K
WWP
1109
WR Wealth Planners
Missouri
$12.3K
SIM
1110
Studio Investment Management
Illinois
$12.1K
GI
1111
Gradient Investments
Minnesota
$11.5K -$4.31K -28 -27%
NFSG
1112
Newbridge Financial Services Group
Florida
$11.1K
NC
1113
NewSquare Capital
Pennsylvania
$11.1K
TFA
1114
Toth Financial Advisory
Virginia
$10.9K
FRA
1115
Front Row Advisors
California
$10.8K
FMB
1116
Field & Main Bank
Kentucky
$9.38K
KFS
1117
Kelly Financial Services
Massachusetts
$9.32K
FCA
1118
FinTrust Capital Advisors
South Carolina
$9.23K
EWA
1119
EverSource Wealth Advisors
Alabama
$9.23K -$4.15K -27 -31%
PIP
1120
Peachtree Investment Partners
Florida
$8.61K
SC
1121
Steph & Co
Wisconsin
$8.46K +$8.46K +55 New
AWM
1122
Activest Wealth Management
Florida
$8.15K +$8.15K +53 New
EAM
1123
Eukles Asset Management
Ohio
$6.31K
SFC
1124
SYM Financial Corp
Indiana
$6K +$6K +39 New
NMG
1125
New Millennium Group
Utah
$5.62K