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iShares S&P 500 Value ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
226
Squarepoint
New York
$7.22M -$3.79M -23,511 -34%
ASFA
227
All Season Financial Advisors
Colorado
$7.15M +$48.4K +300 +0.7%
LWP
228
LMG Wealth Partners
Louisiana
$7.12M +$41.3K +256 +0.6%
TRCT
229
Tower Research Capital (TRC)
New York
$7.12M +$1.84M +11,396 +35%
PA
230
Parallel Advisors
California
$6.9M -$15K -93 -0.2%
CAL
231
Capital Analysts LLC
Pennsylvania
$6.85M -$7.28M -45,159 -52%
BFS
232
Bradley Foster & Sargent
Connecticut
$6.83M -$386K -2,394 -5%
GWM
233
Geneos Wealth Management
Colorado
$6.79M -$24.7K -153 -0.4%
WJA
234
Willis Johnson & Associates
Texas
$6.78M -$583K -3,614 -8%
SHFP
235
Second Half Financial Partners
Florida
$6.72M +$6.72M +41,692 New
SWM
236
Soundmark Wealth Management
Washington
$6.71M -$134K -830 -2%
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$6.66M +$41.1K +255 +0.6%
RWM
238
RKL Wealth Management
Pennsylvania
$6.59M -$91.2K -566 -1%
EWA
239
Exencial Wealth Advisors
Oklahoma
$6.58M -$22.1K -137 -0.3%
NF
240
Nvest Financial
New Hampshire
$6.46M +$478K +2,965 +8%
RWS
241
Resolute Wealth Strategies
Mississippi
$6.44M +$18.9K +117 +0.3%
YIA
242
YHB Investment Advisors
Connecticut
$6.44M +$21.9K +136 +0.3%
BCM
243
Brookstone Capital Management
Illinois
$6.42M -$189K -1,182 -3%
SS
244
Sunbelt Securities
Texas
$6.33M +$137K +852 +2%
AP
245
Arlington Partners
Alabama
$6.27M +$163K +1,014 +3%
PFG
246
Pacific Financial Group
Washington
$6.25M +$134K +831 +2%
PFA
247
Pure Financial Advisors
California
$6.22M -$90.6K -562 -1%
FEG
248
Financial Enhancement Group
Indiana
$6.2M -$349K -2,120 -5%
FTS
249
Fifth Third Securities
Ohio
$6.19M -$78.5K -487 -1%
WPW
250
Watershed Private Wealth
Illinois
$6.15M -$269K -1,670 -4%
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