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iShares S&P 500 Value ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$8.16M -$148K -853 -2%
Allianz Asset Management
227
Allianz Asset Management
Germany
$8.12M – – –
DA
228
Detalus Advisors
Missouri
$7.95M +$1.23M +7,064 +18%
GVAG
229
Great Valley Advisor Group
Delaware
$7.89M -$100K -575 -1%
RA
230
Rodgers & Associates
Pennsylvania
$7.87M +$1.44M +8,262 +22%
LWP
231
LMG Wealth Partners
Louisiana
$7.82M -$9.91K -57 -0.1%
WA
232
Wealth Alliance
New York
$7.75M +$2.82M +16,203 +57%
CA
233
Centerpoint Advisors
Massachusetts
$7.74M -$21.9K -126 -0.3%
SEI Investments
234
SEI Investments
Pennsylvania
$7.72M -$154K -885 -2%
EWA
235
Exencial Wealth Advisors
Oklahoma
$7.66M +$574K +3,299 +8%
AWE
236
Avidian Wealth Enterprises
Texas
$7.64M -$1.89M -10,853 -20%
PAIM
237
Punch & Associates Investment Management
Minnesota
$7.44M -$569K -3,270 -7%
BFA
238
BBJS Financial Advisors
Washington
$7.35M -$89.9K -517 -1%
GWM
239
Geneos Wealth Management
Colorado
$7.33M -$144K -829 -2%
FFN
240
Focus Financial Network
Minnesota
$7.32M +$4.64M +26,658 +173%
ASFA
241
All Season Financial Advisors
Colorado
$7.27M -$2.59M -14,888 -26%
OWA
242
Opal Wealth Advisors
New York
$7.24M +$7.24M +41,657 New
SWM
243
Soundmark Wealth Management
Washington
$7.24M +$1.74K +10 +0%
UAS
244
United Asset Strategies
New York
$7.18M -$420K -2,416 -6%
BFS
245
Bradley Foster & Sargent
Connecticut
$7.17M -$198K -1,137 -3%
CAL
246
Capital Analysts LLC
Pennsylvania
$7.13M -$9.56K -55 -0.1%
RWS
247
Resolute Wealth Strategies
Mississippi
$7.04M +$175K +1,005 +3%
EWA
248
EP Wealth Advisors
California
$6.97M +$135K +778 +2%
NF
249
Nvest Financial
New Hampshire
$6.94M +$97.6K +561 +1%
MFIM
250
Mesirow Financial Investment Management
Illinois
$6.87M +$6.87M +98,975 New
8 9
10
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