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iShares S&P 500 Value ETF
1,255 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 190 funds opening new positions, 380 increasing their positions, 425 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,351% more call options, than puts
Call options by funds: $30.8M | Put options by funds: $2.12M
233% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 57
28% more capital invested
Capital invested by funds: $17.4B → $22.3B (+$4.91B)
14% more funds holding in top 10
Funds holding in top 10: 98 → 112 (+14)
10% more funds holding
Funds holding: 1,144 → 1,255 (+111)
9.1% more ownership
Funds ownership: 71.73% → 80.83% (+9.1%)
11% less repeat investments, than reductions
Existing positions increased: 380 | Existing positions reduced: 425
Holders
1,255
Holders Change
+111
Holders Change %
+9.7%
% of All Funds
18.3%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.63%
New
190
Increased
380
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.85B |
| 2 |
Goldman Sachs
New York
|
+$268M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$71.4M |
| 4 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$67.3M |
| 5 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$60.6M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$78.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$55.4M |
| 3 |
GS
GTS Securities
New York
|
-$45.3M |
| 4 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$35.5M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$33.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWA
1301
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$22.3K | -145 | Closed |
|
|
MPWT
1302
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$20.5K | -133 | Closed |
|
|
RW
1303
RVW Wealth
Los Angeles,
California
| – | -$20.5K | -133 | Closed |
|
|
BWS
1304
Buck Wealth Strategies
Denver,
Colorado
| – | -$15.4K | -100 | Closed |
|
1305
Credit Agricole
Montrouge Cedex,
France
| – | -$138 | -90 | Closed |
|
|
IPW
1306
Impact Partnership Wealth
Marietta,
Georgia
| – | -$12.6K | -82 | Closed |
|
|
WWP
1307
WR Wealth Planners
Columbia,
Missouri
| – | -$12.3K | -80 | Closed |
|
|
FRA
1308
Front Row Advisors
Tiburon,
California
| – | -$10.8K | -70 | Closed |
|
|
SC
1309
Steph & Co
Marinette,
Wisconsin
| – | -$8.46K | -55 | Closed |
|
|
SFC
1310
SYM Financial Corp
Winona Lake,
Indiana
| – | -$6K | -39 | Closed |
|
|
TWD
1311
True Wealth Design
Akron,
Ohio
| – | -$4.46K | -29 | Closed |
|
|
AWA
1312
Artemis Wealth Advisors
New York
| – | -$1.27K | -8 | Closed |
|
|
CI
1313
Cordant Inc
Portland,
Oregon
| – | -$770 | -5 | Closed |
|