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 %
WIM
126
Warwick Investment Management
Texas
$20.1M 115,809 -62,441 -35%
MML Investors Services
127
MML Investors Services
Massachusetts
$20M 115,172 +15,518 +16%
ISWM
128
Independent Solutions Wealth Management
New York
$19.8M 113,692 +75 +0.1%
KL
129
KWMG LLC
Kansas
$19.8M 113,611 -2,754 -2%
AF
130
Allworth Financial
California
$19.5M 111,923 +5,165 +5%
BS
131
Banco Santander
Spain
$18.8M 108,275 +1,264 +1%
GIA
132
GHP Investment Advisors
Colorado
$18.1M 104,261 -2,280 -2%
CA
133
Clearstead Advisors
Ohio
$17.9M 102,958 -97,034 -49%
IF
134
Ironwood Financial
Arizona
$17.8M 102,611 -1,922 -2%
SC
135
Saiph Capital
New Jersey
$17.6M 101,424 -1,673 -2%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$17.6M 101,274 +555 +0.6%
CFB
137
Cullen/Frost Bankers
Texas
$17.3M 99,459 +1,925 +2%
SWM
138
SilverOak Wealth Management
Minnesota
$17.1M 98,388 +98,388 New
AWM
139
Avitas Wealth Management
California
$17M 98,020 +3,724 +4%
AAS
140
Avantax Advisory Services
Texas
$16.5M 94,867 -19,755 -17%
MAM
141
MMA Asset Management
Pennsylvania
$16.3M 93,912 -4,602 -5%
CIA
142
Concurrent Investment Advisors
Florida
$16.1M 92,592 +92,592 New
GIA
143
Gladstone Institutional Advisory
Florida
$15.9M 91,489 -952 -1%
SC
144
Savant Capital
Illinois
$15.9M 91,253 +2,881 +3%
CL
145
Choreo LLC
Illinois
$15.8M 90,954 +80,840 +799%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$15.6M 89,993 -288 -0.3%
OIA
147
OneDigital Investment Advisors
Kansas
$15.6M 89,496 -6,880 -7%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M 88,971 -81 -0.1%
FMC
149
First Merchants Corp
Indiana
$15.4M 88,638 -840 -0.9%
NCM
150
Narwhal Capital Management
Georgia
$15.3M 87,830