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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 %
DWA
326
Dorsey Wright & Associates
California
$3.22M +$3.22M +21,200 New
AAS
327
Ameritas Advisory Services
Nebraska
$3.18M -$318K -2,086 -9%
HCA
328
Heck Capital Advisors
Wisconsin
$3.15M -$14.2M -93,257 -82%
SIA
329
Stegner Investment Associates
Kentucky
$3.14M -$877K -5,741 -22%
WAL
330
W Advisors LLC
Tennessee
$3.12M -$291K -1,916 -9%
SCM
331
Stordahl Capital Management
Colorado
$3.12M -$24K -158 -0.8%
TI
332
Truepoint Inc
Ohio
$3.11M +$163K +1,071 +6%
PFS
333
Prospera Financial Services
Texas
$3.11M -$157K -1,034 -5%
ELC
334
Edgar Lomax Company
Virginia
$3.09M -$1.67M -11,016 -35%
USAA
335
United Services Automobile Association
Texas
$3.09M – – –
MA
336
Mutual Advisors
Nebraska
$3.09M +$156K +1,028 +5%
BAM
337
Brave Asset Management
New Jersey
$3.01M – – –
CB
338
Cadence Bank
Mississippi
$3M +$471K +3,105 +19%
BFG
339
Barber Financial Group
Kansas
$2.99M +$882K +5,812 +42%
AWP
340
Ascent Wealth Partners
New York
$2.96M -$88K -580 -3%
GG
341
GenWealth Group
New Jersey
$2.94M -$14.6K -96 -0.5%
NFG
342
Nations Financial Group
Iowa
$2.93M -$22.9K -151 -0.8%
MFC
343
Morris Financial Concepts
South Carolina
$2.92M -$23.2K -153 -0.8%
EWA
344
EP Wealth Advisors
California
$2.91M +$273K +3,697 +10%
TCM
345
Telos Capital Management
California
$2.9M -$2.71M -17,832 -48%
WAS
346
Wealth Advisory Solutions
Indiana
$2.89M -$74.2K -489 -3%
SWA
347
Sax Wealth Advisors
New Jersey
$2.89M +$11.1K +73 +0.4%
BCM
348
BTC Capital Management
Iowa
$2.89M – – –
MSWMA
349
Market Street Wealth Management Advisors
Indiana
$2.88M -$297K -1,959 -9%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$2.87M -$65.9K -513 -2%
12 13
14
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