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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
326
Leo Wealth LLC
Texas
$4.02M +$4.02M +22,204 New
EDRIA
327
Edmonds Duncan Registered Investment Advisors
Kansas
$3.98M +$886K +5,095 +29%
ST
328
Smithfield Trust
Pennsylvania
$3.94M – – –
Prudential Financial
329
Prudential Financial
New Jersey
$3.87M -$478K -2,746 -11%
HIA
330
Harbor Investment Advisory
Maryland
$3.85M -$15.1K -87 -0.4%
AF
331
Advisornet Financial
Minnesota
$3.84M -$2.69M -15,464 -41%
TRIA
332
Trail Ridge Investment Advisors
Colorado
$3.83M +$58.4K +336 +2%
FCBT
333
First Citizens Bank & Trust
North Carolina
$3.82M +$1.4M +8,071 +58%
AWM
334
Apollon Wealth Management
South Carolina
$3.78M -$81.9K -471 -2%
SIAS
335
Summit Investment Advisory Services
Minnesota
$3.78M -$869 -5 -0%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$3.78M -$63.5K -365 -2%
GLLW
337
Graves Light Lenhart Wealth
Virginia
$3.78M – – –
WAL
338
W Advisors LLC
Tennessee
$3.73M +$84K +483 +2%
FWP
339
Falcon Wealth Planning
California
$3.72M +$1.28M +7,347 +52%
LFAS
340
Level Four Advisory Services
Texas
$3.7M -$55.6K -320 -1%
CFS
341
Commonwealth Financial Services
West Virginia
$3.69M +$3.35M +19,248 +971%
DWT
342
Dorsey & Whitney Trust
South Dakota
$3.61M – – –
ATPW
343
Ashton Thomas Private Wealth
Arizona
$3.6M +$198K +1,140 +6%
IA
344
IFP Advisors
Florida
$3.56M +$277K +1,591 +8%
SCM
345
Stordahl Capital Management
Colorado
$3.55M -$9.22K -53 -0.3%
JHCP
346
Jackson Hole Capital Partners
Oklahoma
$3.55M +$395K +2,270 +13%
Millennium Management
347
Millennium Management
New York
$3.52M -$15.3M -88,099 -81%
RB
348
Renasant Bank
Mississippi
$3.52M – – –
TI
349
Truepoint Inc
Ohio
$3.51M -$5.22K -30 -0.1%
SIG
350
Stonegate Investment Group
Alabama
$3.5M -$399K -2,297 -10%
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