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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 %
Morgan Stanley
1
Morgan Stanley
New York
$3.96B 22,751,700 +11,484,763 +102%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B 16,914,385 +29,366 +0.2%
Wells Fargo
3
Wells Fargo
California
$1.32B 7,565,945 +25,641 +0.3%
Bank of America
4
Bank of America
North Carolina
$1.23B 7,091,943 -136,629 -2%
Goldman Sachs
5
Goldman Sachs
New York
$815M 4,684,354 +1,668,253 +55%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$750M 4,314,163 +351,478 +9%
UBS Group
7
UBS Group
Switzerland
$619M 3,558,382 +14,425 +0.4%
Stifel Financial
8
Stifel Financial
Missouri
$382M 2,195,335 +25,246 +1%
Ameriprise
9
Ameriprise
Minnesota
$359M 2,060,803 -489,359 -19%
LPL Financial
10
LPL Financial
California
$346M 1,989,548 +48,556 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$276M 1,588,093 +98,028 +7%
US Bancorp
12
US Bancorp
Minnesota
$243M 1,399,823 +65,445 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$214M 1,231,419 -1,777 -0.1%
Mariner
14
Mariner
Kansas
$191M 1,096,480 +3,848 +0.4%
M&T Bank
15
M&T Bank
New York
$188M 1,079,795 -23,903 -2%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M 985,628 +444,534 +82%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$162M 933,906 -66,038 -7%
HNB
18
Huntington National Bank
Ohio
Osaic Holdings
19
Osaic Holdings
Arizona
$155M 892,176 -146,233 -14%
Lido Advisors
20
Lido Advisors
California
$153M 880,411 +3,140 +0.4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$151M 870,244 -20,208 -2%
RJA
22
Raymond James & Associates
Florida
$136M 781,646 +44,480 +6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$127M 731,726 -11,782 -2%
MMA
24
Miracle Mile Advisors
California
$123M 708,939 +195,679 +38%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$114M 656,531 -1,905 -0.3%