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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.

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 Market Value Shares Shares
Change
Shares
Change %
TWD
1126
True Wealth Design
Ohio
$4.46K 29 +29 New
CWM
1127
CarsonAllaria Wealth Management
Illinois
$4.18K 27 +2 +8%
VNA
1128
Valley National Advisers
Pennsylvania
$4K 25
RMC
1129
Resources Management Corp
Connecticut
$4K 24
NRG
1130
Nemes Rush Group
Michigan
$3.71K 24
MRCM
1131
M&R Capital Management
New Jersey
$3.08K 20 -15 -43%
IHWM
1132
Iron Horse Wealth Management
Iowa
$3.08K 20
RWPA
1133
Richard W. Paul & Associates
Michigan
$2.62K 17
ICM
1134
Islay Capital Management
Texas
$2.15K 14
AWA
1135
Artemis Wealth Advisors
New York
$1.27K 8
UFF
1136
USA Financial Formulas
Michigan
$923 6
CI
1137
Cordant Inc
Oregon
$770 5 +5 New
Russell Investments Group
1138
Russell Investments Group
United Kingdom
$615 4
CPG
1139
Cornerstone Planning Group
New Jersey
$462 3 +3 New
OLVIG
1140
Oliver Lagore Vanvalin Investment Group
Michigan
$377 2
AIA
1141
Armor Investment Advisors
North Carolina
$190 1
Credit Agricole
1142
Credit Agricole
France
$138 90 +90 New
TAIM
1143
TD Ameritrade Investment Management
Nebraska
-664,816 Closed
V
1144
Veritable
Delaware
-121,051 Closed
SHFP
1145
Second Half Financial Partners
Florida
-41,692 Closed
IUHSA
1146
Itau Unibanco Holding S.A.
Brazil
-27,000 Closed
Simplex Trading
1147
Simplex Trading
Illinois
-23,595 Closed
QPWM
1148
Quadrant Private Wealth Management
Pennsylvania
-20,100 Closed
KM
1149
Kalos Management
Georgia
-7,199 Closed
PCA
1150
Prosperity Capital Advisors
Ohio
-7,078 Closed