IVE icon

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 %
FWM
1176
Focused Wealth Management
New York
$37K
IBOK
1177
Independence Bank of Kentucky
Kentucky
$36.9K
CTWM
1178
Cherry Tree Wealth Management
Minnesota
$36.9K
BLC
1179
Brown, Lisle/Cummings
Rhode Island
$36.7K
VAG
1180
VisionPoint Advisory Group
Texas
$35.6K +$35.6K +205 New
WIA
1181
Wetzel Investment Advisors
Indiana
$35K +$35K +199 New
DSC
1182
Duncker Streett & Co
Missouri
$34.8K
FGA
1183
Fortis Group Advisors
New Jersey
$34.8K +$17.4K +100 +100%
SIS
1184
Sound Income Strategies
Florida
$34.8K +$34.8K +200 New
CFD
1185
Creative Financial Designs
Indiana
$34.1K -$57.2K -329 -63%
AA
1186
Addison Advisors
Vermont
$32.3K -$7.13K -41 -18%
FPF
1187
First Pacific Financial
Washington
$29.7K +$29.7K +171 New
OC
1188
Oakworth Capital
Alabama
$29.2K
PBK
1189
Peoples Bank (Kansas)
Kansas
$28.3K
CIA
1190
Cape Investment Advisory
Georgia
$27.6K -$23.6K -136 -46%
VL
1191
Vima LLC
Michigan
$27K +$27K +155 New
CFO
1192
Colony Family Offices
North Carolina
$26.8K -$3.65K -21 -12%
DF
1193
Dunhill Financial
United Kingdom
$24.8K +$24.8K +143 New
CTA
1194
Colonial Trust Advisors
South Carolina
$23K
GWM
1195
Grand Wealth Management
Michigan
$22.6K
POIA
1196
Pin Oak Investment Advisors
Texas
$22K
GWANC
1197
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$21.9K +126 New
VCM
1198
Versant Capital Management
Arizona
$21.4K
TAM
1199
Townsend Asset Management
North Carolina
$21.4K +$21.4K +123 New
DCM
1200
Davis Capital Management
Florida
$19.5K +$19.5K +112 New