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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 %
Jane Street
276
Jane Street
New York
$4.41M +$4.41M +29,067 New
RA
277
Rodgers & Associates
Pennsylvania
$4.41M -$140K -924 -3%
SCM
278
SCS Capital Management
Massachusetts
$4.4M -$228K -1,505 -5%
Franklin Resources
279
Franklin Resources
California
$4.39M -$992K -6,538 -18%
PPC
280
Park Place Capital
Alabama
$4.33M -$511K -3,369 -11%
LFAS
281
Level Four Advisory Services
Texas
$4.26M +$10K +66 +0.2%
AC
282
Anson Capital
Georgia
$4.25M -$1.56M -10,267 -27%
FSWA
283
Financial Synergies Wealth Advisors
Texas
$4.24M +$19.6K +129 +0.5%
HWA
284
Hilltop Wealth Advisors
North Carolina
$4.23M -$379K -2,496 -8%
WANY
285
Wealthspire Advisors (New York)
New York
$4.19M +$11.5K +76 +0.3%
CA
286
Clearstead Advisors
Ohio
$4.18M +$70.3K +463 +2%
Corient Private Wealth
287
Corient Private Wealth
Florida
$4.12M +$1.02M +6,717 +33%
FCC
288
Florin Court Capital
United Kingdom
$4.12M +$516K +3,400 +14%
IUHSA
289
Itau Unibanco Holding S.A.
Brazil
$4.1M +$4.1M +27,000 New
ST
290
Smithfield Trust
Pennsylvania
$4.09M -$16.2K -107 -0.4%
BAM
291
Belpointe Asset Management
Nevada
$4.08M -$117K -774 -3%
HCM
292
Hudson Capital Management
New Jersey
$4.05M -$351K -2,312 -8%
CWM
293
Cranbrook Wealth Management
Michigan
$4.03M -$501K -3,304 -11%
AllianceBernstein
294
AllianceBernstein
Tennessee
$3.97M -$160K -1,052 -4%
First Trust Advisors
295
First Trust Advisors
Illinois
$3.93M -$619K -4,079 -14%
TPSF
296
Texas Permanent School Fund
Texas
$3.9M +$501K +3,300 +15%
IWC
297
Integrated Wealth Concepts
Massachusetts
$3.81M +$91.1K +600 +2%
SFP
298
Sterling Financial Planning
New Jersey
$3.78M -$139K -914 -4%
HIA
299
Harbor Investment Advisory
Maryland
$3.77M – – –
NA
300
Nottingham Advisors
New York
$3.73M -$266K -1,750 -7%
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