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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.79B
2
HNB
Huntington National Bank
Ohio
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$591M
4
Wells Fargo
Wells Fargo
California
$1.26B
5
Truist Financial
Truist Financial
North Carolina
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
251
Moloney Securities Asset Management
Missouri
$5.36M +$5.06M +33,331 +1,695%
AWM
252
AE Wealth Management
Kansas
$5.3M -$2.5M -16,496 -32%
CAG
253
Csenge Advisory Group
Florida
$5.26M +$115K +758 +2%
SIA
254
Soltis Investment Advisors
Utah
$5.25M -$398K -2,621 -7%
BEC
255
Blue Edge Capital
Virginia
$5.24M +$4.25M +28,002 +430%
TIM
256
Tortoise Investment Management
New York
$5.23M -$53.1K -350 -1%
BFG
257
Beacon Financial Group
Texas
$5.22M -$23K -152 -0.4%
ASN
258
Advisory Services Network
Georgia
$5.19M -$85.3K -562 -2%
PFA
259
Pinnacle Family Advisors
Missouri
$5.15M -$3.97M -26,167 -44%
OCFG
260
O'Connor Financial Group
Illinois
$5.11M +$5.11M +33,653 New
NB
261
Nicolet Bankshares
Wisconsin
$5.01M – – –
TRCT
262
Tower Research Capital (TRC)
New York
$4.98M +$4.92M +32,442 +9,243%
ABC
263
Associated Banc-Corp
Wisconsin
$4.9M +$41.3K +272 +0.8%
CAM
264
Cresset Asset Management
Illinois
$4.87M +$143K +945 +3%
WA
265
Wealth Alliance
New York
$4.7M -$93.2K -614 -2%
FHC
266
First Heartland Consultants
Missouri
$4.69M -$1.71M -11,247 -27%
SAM
267
Stone Asset Management
Texas
$4.56M -$6.26M -41,223 -58%
WB
268
WesBanco Bank
West Virginia
$4.55M +$44.6K +294 +1%
PFA
269
Pathway Financial Advisors
Vermont
$4.54M -$11.4K -75 -0.3%
SAG
270
Spotlight Asset Group
Illinois
$4.52M +$4.52M +33,175 New
GEA
271
Glen Eagle Advisors
New Jersey
$4.52M -$1M -6,592 -18%
Brown Advisory
272
Brown Advisory
Maryland
$4.49M +$45.1K +297 +1%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$4.48M +$4.48M +29,512 New
William Blair & Company
274
William Blair & Company
Illinois
$4.47M -$129K -849 -3%
HF
275
HRT Financial
New York
$4.42M +$4.42M +29,103 New
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