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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 %
IWP
1151
IAG Wealth Partners
Wisconsin
$60.9K +$60.9K +350 New
BL
1152
BFSG LLC
California
$59.8K +$59.8K +344 New
BBPWM
1153
Blue Bell Private Wealth Management
Pennsylvania
$55.1K
EWA
1154
EverSource Wealth Advisors
Alabama
$53K +$42.6K +245 +408%
PAG
1155
Paladin Advisory Group
Iowa
$52.5K
WPWM
1156
Western Pacific Wealth Management
Illinois
$52.2K
NP
1157
NorthRock Partners
Minnesota
$51.6K +$51.6K +297 New
RP
1158
Rice Partnership
Hawaii
$50.8K
AWM
1159
Avondale Wealth Management
Texas
$50.4K +$3.65K +21 +8%
First Manhattan
1160
First Manhattan
New York
$50.1K
JFA
1161
JNBA Financial Advisors
Minnesota
$50K
OHWP
1162
Oak Harbor Wealth Partners
North Carolina
$47.1K
PP
1163
PrairieView Partners
Minnesota
$46K
BL
1164
Balentine LLC
Georgia
$45.6K +$45.6K +262 New
KC
1165
Knuff & Co
California
$44.5K -$2.61K -15 -6%
IGWM
1166
ICA Group Wealth Management
Colorado
$44.2K +$44.2K +254 New
RFA
1167
Register Financial Advisors
Georgia
$43.3K +$6.96K +40 +19%
RA
1168
Rise Advisors
New York
$43.1K +$348 +2 +0.8%
HWA
1169
HHM Wealth Advisors
Tennessee
$43K
JWM
1170
Janiczek Wealth Management
Colorado
$42.8K
SA
1171
Scarborough Advisors
Maryland
$42.3K +$42.3K +243 New
AW
1172
Avion Wealth
Texas
$41K +$350 +2 +0.9%
ME
1173
McIlrath & Eck
Washington
$39.1K
RCM
1174
Rain Capital Management
Oregon
$38.9K +$348 +2 +0.9%
IWMA
1175
Ironwood Wealth Management (Arizona)
Arizona
$38.4K -$3.83K -22 -9%