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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 %
NA
301
Nottingham Advisors
New York
$3.91M -$54.5K -338 -1%
IWC
302
Integrated Wealth Concepts
Massachusetts
$3.91M -$139K -861 -3%
T
303
TRUADVICE
Florida
$3.89M +$2.09M +12,809 +117%
EWM
304
Evercore Wealth Management
New York
$3.88M -$4.03K -25 -0.1%
Simplex Trading
305
Simplex Trading
Illinois
$3.8M +$2.04M +12,676 +116%
PB
306
Pinnacle Bancorp
Nebraska
$3.8M -$126K -782 -3%
Corient Private Wealth
307
Corient Private Wealth
Florida
$3.79M -$593K -3,677 -14%
ST
308
Smithfield Trust
Pennsylvania
$3.77M -$577K -3,576 -13%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$3.75M +$143K +885 +4%
CWA
310
Clarus Wealth Advisors
Arizona
$3.73M +$307K +1,923 +9%
FHA
311
First Horizon Advisors
Tennessee
$3.73M – – –
LB
312
Leo Brokerage
Texas
$3.72M -$173K -1,072 -4%
RB
313
Renasant Bank
Mississippi
$3.68M -$32.6K -202 -0.9%
WFAG
314
Wescott Financial Advisory Group
Pennsylvania
$3.65M -$6.13K -38 -0.2%
SIG
315
Stonegate Investment Group
Alabama
$3.61M +$743K +4,609 +26%
AWM
316
Apollon Wealth Management
South Carolina
$3.6M +$85.9K +533 +2%
HIA
317
Harbor Investment Advisory
Maryland
$3.58M -$421K -2,613 -11%
SIAS
318
Summit Investment Advisory Services
Minnesota
$3.52M -$23.7K -147 -0.7%
GLLW
319
Graves Light Lenhart Wealth
Virginia
$3.5M -$179K -1,110 -5%
TRIA
320
Trail Ridge Investment Advisors
Colorado
$3.49M -$354K -2,199 -9%
AL
321
ACAS LLC
California
$3.48M -$78.3K -486 -2%
DIM
322
Delta Investment Management
California
$3.46M -$28K -174 -0.8%
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$3.45M +$1.52M +9,429 +79%
FAM
324
Family Asset Management
South Carolina
$3.45M +$30.9K +192 +0.9%
Marshall Wace
325
Marshall Wace
United Kingdom
$3.45M +$1.14M +7,074 +49%
11 12
13
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