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iShares S&P 500 Value ETF

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
1126
Kayne Anderson Rudnick Investment Management
California
$103K
BA
1127
Ballast Advisors
Minnesota
$95.1K -$122K -699 -56%
PAI
1128
Pittenger & Anderson Inc
Nebraska
$93K
RG
1129
Retirement Group
California
$92K
LFA
1130
LGT Financial Advisors
Texas
$91.8K -$21.7K -125 -19%
DJSG
1131
D.J. St. Germain
Massachusetts
$87.3K +$174 +1 +0.2%
AWM
1132
Ameliora Wealth Management
Switzerland
$87K
TCG
1133
Transcendent Capital Group
Oklahoma
$84.7K +$84.7K +487 New
TCM
1134
TD Capital Management
Tennessee
$83K -$1.39K -8 -2%
SIS
1135
Strategic Investment Solutions
Illinois
$82.9K -$5.14M -29,574 -98%
NFA
1136
Northwest Financial Advisors
Virginia
$82.1K +$82.1K +472 New
FP
1137
Financial Perspectives
Minnesota
$81.6K +$869 +5 +1%
GWSG
1138
GPS Wealth Strategies Group
Colorado
$80.7K +$4.35K +25 +6%
W
1139
WealthCollab
Washington
$79.6K +$79.6K +458 New
OIA
1140
Optimum Investment Advisors
Illinois
$78.3K
S
1141
Syntrinsic
Colorado
$75.1K +$174 +1 +0.2%
LPP
1142
Life Planning Partners
Florida
$72.5K +$72.5K +417 New
MHR
1143
Matthew Hamilton Rosenberg
$72.3K -$1.39K -8 -2%
DWMG
1144
DB Wealth Management Group
California
$69.6K
TVAMP
1145
Tennessee Valley Asset Management Partners
Tennessee
$69.2K +$69.2K +398 New
SMA
1146
Sage Mountain Advisors
Georgia
$66.2K +$347 +2 +0.5%
IIL
1147
Insight Inv LLC
California
$65.4K
PIM
1148
Progressive Investment Management
Oregon
$65.2K -$265K -1,525 -80%
CBT
1149
CoreFirst Bank & Trust
Kansas
$61.7K
CWP
1150
Concord Wealth Partners
Virginia
$61.6K +$9.56K +55 +18%