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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 %
BMCM
1276
Burns Matteson Capital Management
New York
-$240K -1,558 Closed
MCP
1277
Mirador Capital Partners
California
-$232K -1,509 Closed
RIM
1278
Redwood Investment Management
Arizona
-$229K -1,490 Closed
RIA
1279
Retirement Investment Advisors
Oklahoma
-$225K -1,462 Closed
LFASL
1280
Lugano Financial Advisors SA (LFA)
Switzerland
-$215K -1,400 Closed
QCM
1281
QRG Capital Management
Illinois
-$210K -1,366 Closed
D
1282
Dentgroup
Louisiana
-$205K -1,334 Closed
FA
1283
Fiducient Advisors
Illinois
-$205K -1,324 Closed
RF
1284
RHS Financial
California
-$200K -1,302 Closed
EDRH
1285
Edmond de Rothschild Holding
Switzerland
-$154K -1,000 Closed
HL
1286
HeadInvest LLC
Maine
-$142K -926 Closed
FIA
1287
FNY Investment Advisers
New York
-$138K -900 Closed
AWA
1288
Authentikos Wealth Advisory
California
-$44.9K -292 Closed
AssetMark Inc
1289
AssetMark Inc
California
-$40K -260 Closed
HT
1290
Headlands Technologies
Illinois
-$35.5K -231 Closed
WFA
1291
WestHill Financial Advisors
California
-$34.1K -222 Closed
NIC
1292
Northwest Investment Counselors
Oregon
-$31.7K -206 Closed
HWP
1293
Hibernia Wealth Partners
Louisiana
-$30.7K -199 Closed
FAM
1294
Flaharty Asset Management
Florida
-$26.8K -174 Closed
Allspring Global Investments
1295
Allspring Global Investments
North Carolina
-$24.6K -160 Closed
LWA
1296
Lowe Wealth Advisors
Maryland
-$22.3K -145 Closed
MPWT
1297
MassMutual Private Wealth & Trust
Connecticut
-$20.5K -133 Closed
RW
1298
RVW Wealth
California
-$20.5K -133 Closed
BWS
1299
Buck Wealth Strategies
Colorado
-$15.4K -100 Closed
Credit Agricole
1300
Credit Agricole
France
-$138 -90 Closed