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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 %
IWMWV
176
Ironwood Wealth Management (West Virginia)
West Virginia
$12.4M 71,748 -1,128 -2%
SWP
177
Stratos Wealth Partners
Ohio
$12.3M 70,845 +12,623 +22%
I
178
INVST
Indiana
$12.3M 70,282 +68,687 +4,306%
TCM
179
Traynor Capital Management
Pennsylvania
$12.1M 69,782 -18,518 -21%
AIA
180
Arcadia Investment Advisors
Idaho
$12M 69,282 -10,799 -13%
GRP
181
Global Retirement Partners
California
$11.9M 69,244 +2,813 +4%
EA
182
Efficient Advisors
Ohio
$11.7M 67,292 -5,634 -8%
CFG
183
Citizens Financial Group
Rhode Island
$11.7M 67,044 +2,617 +4%
GWAM
184
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M 65,540 -1,097 -2%
BPCE
185
Bank Pictet & Cie (Europe)
Germany
$11.4M 65,290
CFP
186
Catalyst Financial Partners
Massachusetts
$11.3M 65,251 -8,192 -11%
LNWWM
187
Laird Norton Wetherby Wealth Management
California
$11.3M 65,018
CFA
188
Camarda Financial Advisors
Florida
$11.3M 64,886 +11,838 +22%
RFM
189
Royal Fund Management
Florida
$10.9M 62,802 +48,416 +337%
SC
190
Sepio Capital
Utah
$10.9M 62,804 +728 +1%
PAS
191
Park Avenue Securities
New York
$10.9M 62,790 -1,009 -2%
JWCA
192
J.W. Cole Advisors
Florida
$10.8M 62,279 -4,810 -7%
BWM
193
BKM Wealth Management
Wisconsin
$10.8M 62,080 +62,080 New
BSW
194
Buckingham Strategic Wealth
Missouri
$10.8M 61,862 +10,336 +20%
BOS
195
Bank of Stockton
California
$10.8M 62,216 -399 -0.6%
MA
196
Mutual Advisors
Nebraska
$10.5M 60,471 +24,718 +69%
CFG
197
Cosner Financial Group
Colorado
$10.3M 59,454 +1,845 +3%
DAM
198
Derbend Asset Management
Georgia
$10.3M 59,218 +29,169 +97%
ASW
199
Astoria Strategic Wealth
Texas
$10.3M 59,144 +4,647 +9%
FCC
200
Florin Court Capital
United Kingdom
$10.2M 58,900 +58,900 New