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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.

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 %
BPA
151
Beacon Pointe Advisors
California
$15.3M 87,772 +2,816 +3%
Citigroup
152
Citigroup
New York
$15.2M 87,292 -16,129 -16%
UB
153
UMB Bank
Missouri
$15M 86,282 -1,292 -1%
UCFA
154
United Capital Financial Advisors
Texas
$15M 86,021 -73,273 -46%
LWA
155
LWS Wealth Advisors
New Jersey
$14.8M 85,027 +4,315 +5%
CFO
156
Callan Family Office
Pennsylvania
$14.8M 84,964 +7,682 +10%
AA
157
Alesco Advisors
New York
$14.7M 84,774 -24,047 -22%
RFA
158
RTD Financial Advisors
Pennsylvania
$14.5M 83,507 -1,713 -2%
MGIA
159
Matthew Goff Investment Advisor
Texas
$14.5M 83,277 -1,206 -1%
PP
160
Prosperity Planning
Missouri
$14.5M 83,209 +3,038 +4%
FNBT
161
FineMark National Bank & Trust
Florida
$14.3M 82,250 -6,397 -7%
JF
162
JSF Financial
California
$14.1M 81,061 +4,236 +6%
OAM
163
Occidental Asset Management
California
$14.1M 80,898 +742 +0.9%
WP
164
WealthPLAN Partners
Nebraska
$13.9M 80,083 +376 +0.5%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$13.9M 79,765 -3,326 -4%
Cerity Partners
166
Cerity Partners
New York
$13.8M 79,267 +7,834 +11%
FAIM
167
Financial Advocates Investment Management
Washington
$13.4M 77,115 +6,107 +9%
CCFM
168
Clear Creek Financial Management
Washington
$13.2M 75,838 +57,413 +312%
MWM
169
Modera Wealth Management
New Jersey
$13M 74,774 -360 -0.5%
EPP
170
ETF Portfolio Partners
Kansas
$12.9M 74,358 +79 +0.1%
AIA
171
Alera Investment Advisors
Illinois
$12.9M 73,983 +310 +0.4%
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
$12.6M 72,250
AWS
173
Atria Wealth Solutions
New York
$12.6M 72,183 +1,292 +2%
KFP
174
KMG Fiduciary Partners
Ohio
$12.5M 71,781 +59,652 +492%
TPI
175
Trust Point Inc
Wisconsin
$12.4M 71,562 +71,562 New