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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.19%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$93.1M
2
CAN
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
$47.7M
5
GS
GTS Securities
New York
$45.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$138M
2
Wells Fargo
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B
4
LWM
LJI Wealth Management
Indiana
$498K
5
Ameriprise
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
301
Park Place Capital
Alabama
$3.83M -$448K -2,915 -10%
HCA
302
Heck Capital Advisors
Wisconsin
$3.82M -$177K -1,151 -4%
AllianceBernstein
303
AllianceBernstein
Tennessee
$3.8M -$380K -2,468 -9%
CWM
304
Cranbrook Wealth Management
Michigan
$3.76M -$96.8K -629 -3%
SFP
305
Sterling Financial Planning
New Jersey
$3.72M -$81.2K -528 -2%
IP
306
Investment Partners
Ohio
$3.7M -$30.8K -200 -0.8%
EWM
307
Evercore Wealth Management
New York
$3.7M -$3.85K -25 -0.1%
IWC
308
Integrated Wealth Concepts
Massachusetts
$3.68M -$47.7K -310 -1%
CPIG
309
Chicago Partners Investment Group
Illinois
$3.66M -$52.9K -353 -1%
FCFC
310
First Commonwealth Financial Corp
Pennsylvania
$3.64M -$442K -2,870 -11%
WFAG
311
Wescott Financial Advisory Group
Pennsylvania
$3.64M +$151K +980 +4%
PB
312
Pinnacle Bancorp
Nebraska
$3.62M -$2.77K -18 -0.1%
FHA
313
First Horizon Advisors
Tennessee
$3.59M +$30.9K +201 +0.9%
AAS
314
Ameritas Advisory Services
Nebraska
$3.49M +$1.96M +12,774 +129%
ST
315
Smithfield Trust
Pennsylvania
$3.49M -$105K -683 -3%
TCB
316
Texas Capital Bancshares
Texas
$3.47M +$306K +1,987 +10%
SIG
317
Stonegate Investment Group
Alabama
$3.45M – – –
AWM
318
Apollon Wealth Management
South Carolina
$3.42M -$16.3K -106 -0.5%
HIA
319
Harbor Investment Advisory
Maryland
$3.42M -$1.23K -8 -0%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$3.4M -$180K -1,172 -5%
SIAS
321
Summit Investment Advisory Services
Minnesota
$3.35M -$12.6K -82 -0.4%
TRIA
322
Trail Ridge Investment Advisors
Colorado
$3.34M +$11.1K +72 +0.3%
GLLW
323
Graves Light Lenhart Wealth
Virginia
$3.33M – – –
LFAS
324
Level Four Advisory Services
Texas
$3.32M -$1.02M -6,651 -24%
WAL
325
W Advisors LLC
Tennessee
$3.23M +$57.8K +376 +2%
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