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.

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 Market Value Shares Shares
Change
Shares
Change %
AWM
1226
Activest Wealth Management
Florida
$9.22K 53
FUBT
1227
First United Bank & Trust
Maryland
$7.83K 45 +45 New
EAM
1228
Eukles Asset Management
Ohio
$7.13K 41
CWM
1229
CarsonAllaria Wealth Management
Illinois
$6.7K 38 +11 +41%
VAMG
1230
Voisard Asset Management Group
Michigan
$6.43K 37 +37 New
NMG
1231
New Millennium Group
Utah
$6.37K 37
PCWA
1232
Pacific Capital Wealth Advisors
California
$6.09K 35 +35 New
HFS
1233
Hantz Financial Services
Michigan
$6K 36 +36 New
NRG
1234
Nemes Rush Group
Michigan
$4.2K 24
IHWM
1235
Iron Horse Wealth Management
Iowa
$4.01K 23 +3 +15%
RMC
1236
Resources Management Corp
Connecticut
$4K 24
WAG
1237
Wiser Advisor Group
Arizona
$3.7K 21 +21 New
MRCM
1238
M&R Capital Management
New Jersey
$3.48K 20
FA
1239
Faithward Advisors
Pennsylvania
$2.96K 17 +17 New
RWPA
1240
Richard W. Paul & Associates
Michigan
$2.96K 17
TRCT
1241
Tower Research Capital (TRC)
New York
$2.61K 15 -13,017 -100%
OP
1242
ORG Partners
Indiana
$2.47K 14 +14 New
ICM
1243
Islay Capital Management
Texas
$2.43K 14
MSG
1244
Main Street Group
Virginia
$2.09K 12 +12 New
BGIM
1245
Brandywine Global Investment Management
Pennsylvania
$1.04K 6 +6 New
GLA
1246
Great Lakes Advisors
Illinois
$752 4 +4 New
Russell Investments Group
1247
Russell Investments Group
United Kingdom
$696 4
CPG
1248
Cornerstone Planning Group
New Jersey
$522 3
OLVIG
1249
Oliver Lagore Vanvalin Investment Group
Michigan
$430 2
PP
1250
PFS Partners
New Jersey
$348 2 -252 -99%