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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 %
NB
276
Nicolet Bankshares
Wisconsin
$5.74M -$45K -259 -0.8%
BFG
277
Beacon Financial Group
Texas
$5.72M -$140K -806 -2%
KPWS
278
Kestra Private Wealth Services
Texas
$5.69M +$896K +5,155 +19%
NA
279
NewEdge Advisors
Louisiana
$5.69M -$752K -4,325 -12%
TIM
280
Tortoise Investment Management
New York
$5.68M -$128K -738 -2%
OCFG
281
O'Connor Financial Group
Illinois
$5.63M -$409K -2,353 -7%
BRWA
282
B. Riley Wealth Advisors
Florida
$5.38M -$2.5M -14,388 -32%
WANY
283
Wealthspire Advisors (New York)
New York
$5.36M +$560K +3,222 +12%
FTS
284
Fifth Third Securities
Ohio
$5.31M -$500K -2,876 -9%
SC
285
Sapient Capital
Indiana
$5.24M +$5.24M +30,146 New
SAG
286
Spotlight Asset Group
Illinois
$5.18M – – –
HI
287
Harbour Investments
Wisconsin
$5.16M +$713K +4,102 +16%
ELC
288
Edgar Lomax Company
Virginia
$5.15M +$1.64M +9,410 +47%
Squarepoint
289
Squarepoint
New York
$5.09M +$292K +1,678 +6%
PFA
290
Pathway Financial Advisors
Vermont
$5.09M – – –
Brown Advisory
291
Brown Advisory
Maryland
$5.07M -$51.3K -295 -1%
HCA
292
Heck Capital Advisors
Wisconsin
$5.05M +$736K +4,234 +17%
SCM
293
SCS Capital Management
Massachusetts
$5.05M – – –
BAM
294
Belpointe Asset Management
Nevada
$4.88M -$1.33M -7,630 -21%
COCM
295
Charter Oak Capital Management
New Hampshire
$4.82M -$192K -1,102 -4%
DL
296
DOHJ LLC
Washington
$4.8M +$2.69M +15,443 +127%
QWP
297
Quotient Wealth Partners
Texas
$4.75M +$4.75M +27,308 New
IUHSA
298
Itau Unibanco Holding S.A.
Brazil
$4.7M +$4.7M +27,000 New
EC
299
Estate Counselors
Wisconsin
$4.67M +$4.26M +24,485 +1,033%
PCIG
300
Partners Capital Investment Group
Massachusetts
$4.66M +$46.6K +268 +1%
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