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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 Holding Trade Value Shares
Change
Shares
Change %
GRP
176
Global Retirement Partners
California
$10.1M -$758K -4,997 -7%
BPCE
177
Bank Pictet & Cie (Europe)
Germany
$10M
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$10M -$564K -3,666 -5%
CFG
179
Citizens Financial Group
Rhode Island
$9.96M -$269K -1,737 -3%
Amundi
180
Amundi
France
$9.92M +$1.98M +12,900 +25%
PAS
181
Park Avenue Securities
New York
$9.82M +$239K +1,555 +2%
SC
182
Sepio Capital
Utah
$9.55M
CS
183
Comerica Securities
Michigan
$9.55M -$975K -6,302 -9%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$9.43M +$372K +2,420 +4%
BOS
185
Bank of Stockton
California
$9.3M -$458K -3,083 -5%
BFM
186
Broadview Financial Management
Wisconsin
$9.05M -$212K -1,381 -2%
FBA
187
Front Barnett Associates
Illinois
$9.04M +$415K +2,695 +5%
IW
188
Instrumental Wealth
Florida
$9.03M +$305K +1,959 +3%
RSWM
189
Robertson Stephens Wealth Management
California
$9.03M -$9.26M -59,888 -51%
SWP
190
Stratos Wealth Partners
Ohio
$8.96M +$1.05M +6,803 +13%
CFG
191
Cosner Financial Group
Colorado
$8.86M +$186K +1,210 +2%
ASFA
192
All Season Financial Advisors
Colorado
$8.72M +$1.9M +12,346 +28%
AIM
193
Acropolis Investment Management
Missouri
$8.65M -$219K -1,425 -2%
FAN
194
Financial Advisors Network
California
$8.6M +$8.6M +55,915 New
AWE
195
Avidian Wealth Enterprises
Texas
$8.43M +$471K +3,064 +6%
ASW
196
Astoria Strategic Wealth
Texas
$8.38M +$566K +3,680 +7%
CWM
197
Calamos Wealth Management
Illinois
$8.28M -$194K -1,258 -2%
PL
198
Polianta Ltd
Jersey
$8.28M
PFP
199
Pinnacle Financial Partners
Tennessee
$8.25M +$77.1K +501 +0.9%
Citadel Advisors
200
Citadel Advisors
Florida
$8.22M +$5.73M +37,270 +230%