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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 %
PFG
251
Pacific Financial Group
Washington
$6.84M +$72.9K +419 +1%
PFG
252
PAX Financial Group
Texas
$6.81M +$6.81M +38,792 New
WPW
253
Watershed Private Wealth
Illinois
$6.79M +$222K +1,279 +3%
RWM
254
RKL Wealth Management
Pennsylvania
$6.79M -$230K -1,322 -3%
PFA
255
Pure Financial Advisors
California
$6.73M -$213K -1,225 -3%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$6.73M +$642K +3,692 +11%
SS
257
Sunbelt Securities
Texas
$6.72M -$123K -705 -2%
WJA
258
Willis Johnson & Associates
Texas
$6.59M -$308K -1,773 -4%
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$6.53M – – –
FHC
260
First Heartland Consultants
Missouri
$6.37M +$1.56M +8,950 +32%
VC
261
Vicus Capital
Pennsylvania
$6.33M -$902K -5,185 -12%
BCM
262
Brookstone Capital Management
Illinois
$6.31M -$1.04M -6,003 -14%
AI
263
Atria Investments
North Carolina
$6.25M -$657K -3,778 -10%
YIA
264
YHB Investment Advisors
Connecticut
$6.24M -$707K -4,064 -10%
CAG
265
Csenge Advisory Group
Florida
$6.23M +$120K +692 +2%
William Blair & Company
266
William Blair & Company
Illinois
$6.22M -$11.7K -67 -0.2%
BC
267
Bartlett & Co
Ohio
$6.13M -$2.85M -16,341 -32%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$6.12M -$2.85M -16,341 -32%
SIA
269
Soltis Investment Advisors
Utah
$6.11M +$127K +730 +2%
BEC
270
Blue Edge Capital
Virginia
$6.04M +$199K +1,144 +3%
Corient Private Wealth
271
Corient Private Wealth
Florida
$6.03M -$59.9M -344,467 -91%
Franklin Resources
272
Franklin Resources
California
$6.03M +$886K +5,094 +17%
CAL
273
Capital Advisors Ltd
Ohio
$6.02M +$629K +3,620 +12%
SIAM
274
Sterling Investment Advisors (Missouri)
Missouri
$5.97M -$506K -2,908 -8%
PL
275
Polianta Ltd
Jersey
$5.81M -$3.55M -20,400 -38%
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