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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 %
PFA
276
Pathway Financial Advisors
Vermont
$4.76M -$63.7K -395 -1%
WB
277
WesBanco Bank
West Virginia
$4.73M -$101K -624 -2%
WA
278
Wealth Alliance
New York
$4.72M -$271K -1,682 -5%
SCM
279
SCS Capital Management
Massachusetts
$4.68M – – –
Renaissance Technologies
280
Renaissance Technologies
New York
$4.66M +$4.66M +28,900 New
LFAS
281
Level Four Advisory Services
Texas
$4.56M +$31.4K +195 +0.7%
CAL
282
Capital Advisors Ltd
Ohio
$4.55M +$1.07M +6,669 +31%
FSWA
283
Financial Synergies Wealth Advisors
Texas
$4.52M +$15.5K +96 +0.3%
PPC
284
Park Place Capital
Alabama
$4.48M -$120K -745 -3%
HWA
285
Hilltop Wealth Advisors
North Carolina
$4.46M -$37.1K -230 -0.8%
HCM
286
Hudson Capital Management
New Jersey
$4.4M +$89.8K +557 +2%
WANY
287
Wealthspire Advisors (New York)
New York
$4.39M -$67.9K -421 -2%
AllianceBernstein
288
AllianceBernstein
Tennessee
$4.38M +$160K +995 +4%
IUHSA
289
Itau Unibanco Holding S.A.
Brazil
$4.35M – – –
FCFC
290
First Commonwealth Financial Corp
Pennsylvania
$4.27M +$705K +4,373 +20%
PCIG
291
Partners Capital Investment Group
Massachusetts
$4.27M +$2.14M +13,302 +101%
First Trust Advisors
292
First Trust Advisors
Illinois
$4.19M +$15.3K +95 +0.4%
HCA
293
Heck Capital Advisors
Wisconsin
$4.19M +$837K +5,193 +25%
BAM
294
Belpointe Asset Management
Nevada
$4.16M -$166K -1,028 -4%
Prudential Financial
295
Prudential Financial
New Jersey
$4.11M +$1.56M +9,685 +61%
HI
296
Harbour Investments
Wisconsin
$4.08M +$359K +2,229 +10%
CPIG
297
Chicago Partners Investment Group
Illinois
$4.07M +$1.58M +9,637 +64%
CWM
298
Cranbrook Wealth Management
Michigan
$4.04M -$238K -1,478 -6%
SFP
299
Sterling Financial Planning
New Jersey
$3.99M -$31.9K -198 -0.8%
IP
300
Investment Partners
Ohio
$3.91M -$35.8K -222 -0.9%
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