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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 %
IP
301
Investment Partners
Ohio
$3.72M -$3.34K -22 -0.1%
PB
302
Pinnacle Bancorp
Nebraska
$3.7M -$90.6K -597 -2%
LB
303
Leo Brokerage
Texas
$3.67M +$3.67M +24,180 New
EWM
304
Evercore Wealth Management
New York
$3.65M +$120K +789 +3%
TRIA
305
Trail Ridge Investment Advisors
Colorado
$3.62M -$243K -1,598 -6%
EE
306
EWG Elevate
California
$3.53M +$2.24M +14,772 +174%
FHA
307
First Horizon Advisors
Tennessee
$3.51M -$172K -1,134 -5%
TFG
308
Tilson Financial Group
New Jersey
$3.51M -$69.5K -458 -2%
HI
309
Harbour Investments
Wisconsin
$3.5M +$52.4K +345 +2%
RB
310
Renasant Bank
Mississippi
$3.49M -$494K -3,252 -12%
GLLW
311
Graves Light Lenhart Wealth
Virginia
$3.46M -$2.09M -13,802 -38%
WFAG
312
Wescott Financial Advisory Group
Pennsylvania
$3.44M +$78K +514 +2%
QPWM
313
Quadrant Private Wealth Management
Pennsylvania
$3.42M -$3.79K -25 -0.1%
AFS
314
AFG Fiduciary Services
Massachusetts
$3.4M +$26.7K +176 +0.8%
DWT
315
Dorsey & Whitney Trust
South Dakota
$3.39M -$48.9K -322 -1%
FCFC
316
First Commonwealth Financial Corp
Pennsylvania
$3.36M +$2.09M +13,755 +164%
AL
317
ACAS LLC
California
$3.35M -$141K -927 -4%
SIAS
318
Summit Investment Advisory Services
Minnesota
$3.34M +$4.55K +30 +0.1%
JHCP
319
Jackson Hole Capital Partners
Oklahoma
$3.31M -$394K -2,636 -11%
AWM
320
Apollon Wealth Management
South Carolina
$3.31M -$20.9K -138 -0.6%
WCF
321
West Coast Financial
California
$3.29M -$133K -875 -4%
DIM
322
Delta Investment Management
California
$3.29M -$11M -72,664 -77%
CAL
323
Capital Advisors Ltd
Ohio
$3.28M +$187K +1,230 +6%
CWA
324
Clarus Wealth Advisors
Arizona
$3.24M -$35.8K -237 -1%
FAM
325
Family Asset Management
South Carolina
$3.22M -$221K -1,458 -6%
11 12
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