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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 %
IA
351
IFP Advisors
Florida
$2.92M -$126K -779 -4%
DADC
352
D.A. Davidson & Co
Montana
$2.91M -$44K -273 -1%
TCM
353
Telos Capital Management
California
$2.88M -$194K -1,205 -6%
Natixis Advisors
354
Natixis Advisors
Massachusetts
$2.88M +$448K +2,777 +18%
AFS
355
AFG Fiduciary Services
Massachusetts
$2.87M -$792K -4,837 -22%
VFA
356
Valeo Financial Advisors
Indiana
$2.86M +$146K +905 +5%
NFG
357
Nations Financial Group
Iowa
$2.85M -$269K -1,666 -9%
AWM
358
Avior Wealth Management
Nebraska
$2.82M -$64.8K -402 -2%
EDRIA
359
Edmonds Duncan Registered Investment Advisors
Kansas
$2.81M +$25.6K +159 +0.9%
TF
360
TIAA FSB
Florida
$2.79M -$2.58K -16 -0.1%
BAM
361
Brave Asset Management
New Jersey
$2.77M -$421K -2,612 -13%
HSBC Holdings
362
HSBC Holdings
United Kingdom
$2.76M -$2.93M -4,970 -52%
SIA
363
Schechter Investment Advisors
Michigan
$2.74M -$53.8K -334 -2%
TFA
364
Tobias Financial Advisors
Florida
$2.72M -$1.13K -7 -0%
SPIA
365
Steward Partners Investment Advisory
New York
$2.71M +$161 +1 +0%
SQA
366
Simon Quick Advisors
New Jersey
$2.65M +$484 +3 +0%
SCM
367
SOL Capital Management
Maryland
$2.65M -$74.6K -463 -3%
FA
368
Flagstar Advisors
New York
$2.63M +$122K +755 +5%
SHA
369
Seneca House Advisors
Virginia
$2.62M +$20.3K +126 +0.8%
Citadel Advisors
370
Citadel Advisors
Florida
$2.61M -$8M -49,657 -75%
CF
371
Centaurus Financial
California
$2.6M +$927K +5,749 +55%
AWP
372
Ascent Wealth Partners
New York
$2.59M -$553K -3,432 -18%
SPW
373
Sonoma Private Wealth
California
$2.59M +$36.8K +228 +1%
CI
374
Conning Inc
Connecticut
$2.58M – – –
SFWA
375
Summit Financial Wealth Advisors
Louisiana
$2.56M -$14.5K -90 -0.6%
13 14
15
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