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iShares S&P 500 Value ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
HNB
2
Huntington National Bank
Ohio
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$591M
4
Wells Fargo
4
Wells Fargo
California
$1.26B
5
Truist Financial
5
Truist Financial
North Carolina
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$6.41M +$51.6K +340 +0.8%
ZIG
227
Zurich Insurance Group
Switzerland
$6.36M -$1.61M -10,661 -20%
BCM
228
Brookstone Capital Management
Illinois
$6.35M -$1.49M -9,689 -19%
RWM
229
RKL Wealth Management
Pennsylvania
$6.29M +$155K +1,023 +3%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$6.23M +$149K +984 +2%
EWA
231
Exencial Wealth Advisors
Oklahoma
$6.22M +$5.92K +39 +0.1%
PRS
232
Pinkerton Retirement Specialists
Idaho
$6.09M -$18.9M -124,450 -76%
RWS
233
Resolute Wealth Strategies
Mississippi
$6.05M +$6.05M +39,867 New
WPW
234
Watershed Private Wealth
Illinois
$6.05M +$66.6K +439 +1%
YIA
235
YHB Investment Advisors
Connecticut
$6.04M +$152K +1,003 +3%
FMWA
236
Forvis Mazars Wealth Advisors
Missouri
$5.99M -$322K -2,125 -5%
FEG
237
Financial Enhancement Group
Indiana
$5.98M -$761K -5,064 -11%
PFA
238
Pure Financial Advisors
California
$5.94M -$605K -3,985 -9%
FTS
239
Fifth Third Securities
Ohio
$5.91M -$104K -684 -2%
FMP
240
Financial Management Professionals
Texas
$5.9M -$299K -1,968 -5%
COCM
241
Charter Oak Capital Management
New Hampshire
$5.87M -$303K -1,996 -5%
NA
242
NewEdge Advisors
Louisiana
$5.86M +$2.52M +16,717 +75%
Bank Julius Baer & Co
243
Bank Julius Baer & Co
Switzerland
$5.86M -$6.35M -41,823 -52%
HW
244
Hancock Whitney
Mississippi
$5.8M -$6.03M -39,758 -51%
PFG
245
Pacific Financial Group
Washington
$5.76M -$31.7K -209 -0.5%
SS
246
Sunbelt Securities
Texas
$5.76M +$652K +4,356 +13%
AP
247
Arlington Partners
Alabama
$5.75M +$492K +3,243 +9%
NF
248
Nvest Financial
New Hampshire
$5.63M +$21.9K +144 +0.4%
SF
249
Synovus Financial
Georgia
$5.62M -$217K -1,427 -4%
SG Americas Securities
250
SG Americas Securities
New York
$5.61M -$14.7K -97 -0.3%
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