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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 %
FAM
326
Family Asset Management
South Carolina
$3.21M -$84.2K -547 -3%
TFG
327
Tilson Financial Group
New Jersey
$3.2M +$3.2M +20,790 New
DWT
328
Dorsey & Whitney Trust
South Dakota
$3.19M – – –
WAS
329
Wealth Advisory Solutions
Indiana
$3.18M +$359K +2,334 +13%
KBC
330
Key Bridge Compliance
$3.18M +$3.18M +20,646 New
SCM
331
Stordahl Capital Management
Colorado
$3.15M -$41.2K -268 -1%
RL
332
Rogco LP
Oklahoma
$3.12M +$3.12M +20,249 New
ELC
333
Edgar Lomax Company
Virginia
$3.11M -$21.4K -139 -0.7%
RB
334
Renasant Bank
Mississippi
$3.11M -$398K -2,586 -11%
TI
335
Truepoint Inc
Ohio
$3.11M -$60.6K -394 -2%
DWA
336
Dorsey Wright & Associates
California
$3.04M -$212K -1,379 -7%
SIA
337
Stegner Investment Associates
Kentucky
$3.03M -$84.8K -551 -3%
WCF
338
West Coast Financial
California
$3.02M -$249K -1,618 -8%
ATPW
339
Ashton Thomas Private Wealth
Arizona
$3.01M +$84K +546 +3%
PFS
340
Prospera Financial Services
Texas
$3M -$252K -1,637 -8%
Natixis Advisors
341
Natixis Advisors
Massachusetts
$2.95M +$202K +1,313 +7%
SWA
342
Sax Wealth Advisors
New Jersey
$2.94M -$5.38K -35 -0.2%
MFC
343
Morris Financial Concepts
South Carolina
$2.94M -$4.77K -31 -0.2%
BCM
344
BTC Capital Management
Iowa
$2.93M – – –
IA
345
IFP Advisors
Florida
$2.9M +$109K +711 +4%
MSWMA
346
Market Street Wealth Management Advisors
Indiana
$2.9M -$12.9K -84 -0.4%
SCA
347
St. Clair Advisors
Ohio
$2.87M – – –
SPIA
348
Steward Partners Investment Advisory
New York
$2.85M +$266K +1,730 +10%
TC
349
TownSquare Capital
Utah
$2.84M +$1.62M +10,539 +133%
CCFM
350
Clear Creek Financial Management
Washington
$2.83M -$5.85M -38,011 -67%
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