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iShares S&P 500 Value ETF

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.19%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M
Name Market Value Shares Shares
Change
Shares
Change %
Millennium Management
126
Millennium Management
New York
$16.7M 108,361 +76,150 +236%
BS
127
Banco Santander
Spain
$16.5M 107,011 +7,348 +7%
Northern Trust
128
Northern Trust
Illinois
$16.4M 106,812 +1,820 +2%
AF
129
Allworth Financial
California
$16.4M 106,758 -1,419 -1%
GIA
130
GHP Investment Advisors
Colorado
$16.3M 106,541 -1,237 -1%
IF
131
Ironwood Financial
Arizona
$16.1M 104,533 -803 -0.8%
SPC
132
Sigma Planning Corp
Michigan
$16M 104,143 -3,668 -3%
Citigroup
133
Citigroup
New York
$15.9M 103,421 +4,273 +4%
SC
134
Saiph Capital
New Jersey
$15.9M 103,097 -270 -0.3%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$15.5M 100,719 +57 +0.1%
MML Investors Services
136
MML Investors Services
Massachusetts
$15.3M 99,654 -1,773 -2%
MAM
137
MMA Asset Management
Pennsylvania
$15.2M 98,514 -30,241 -23%
CFB
138
Cullen/Frost Bankers
Texas
$15M 97,534 +16,129 +20%
OIA
139
OneDigital Investment Advisors
Kansas
$14.8M 96,376 +29,604 +44%
BF
140
BOK Financial
Oklahoma
$14.8M 97,739 +2,492 +3%
AWM
141
Avitas Wealth Management
California
$14.5M 94,296 -482 -0.5%
GIA
142
Gladstone Institutional Advisory
Florida
$14.2M 92,441 +2,683 +3%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$13.9M 90,281 -2,844 -3%
FMC
144
First Merchants Corp
Indiana
$13.8M 89,478 +795 +0.9%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7M 89,052 +16,589 +23%
FNBT
146
FineMark National Bank & Trust
Florida
$13.6M 88,647 -11,282 -11%
SC
147
Savant Capital
Illinois
$13.6M 88,372 -559 -0.6%
TCM
148
Traynor Capital Management
Pennsylvania
$13.6M 88,300 -3,034 -3%
NCM
149
Narwhal Capital Management
Georgia
$13.5M 87,830
UB
150
UMB Bank
Missouri
$13.5M 87,574 -5,755 -6%