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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 %
CI
376
Conning Inc
Connecticut
$2.43M – – –
SFWA
377
Summit Financial Wealth Advisors
Louisiana
$2.42M -$358K -2,360 -13%
Millennium Management
378
Millennium Management
New York
$2.4M +$2.08M +13,737 +658%
SPW
379
Sonoma Private Wealth
California
$2.4M -$75.4K -497 -3%
OFG
380
Oxford Financial Group
Indiana
$2.4M -$345K -2,276 -13%
KP
381
Keel Point
Alabama
$2.39M -$1.16M -7,615 -33%
EIP
382
Ellis Investment Partners
Pennsylvania
$2.38M -$52.7K -347 -2%
FA
383
Flagstar Advisors
New York
$2.36M -$297K -1,957 -11%
AI
384
Atria Investments
North Carolina
$2.34M -$1.31M -8,621 -36%
RIS
385
Retirement Income Solutions
Michigan
$2.34M -$108K -710 -4%
CPIG
386
Chicago Partners Investment Group
Illinois
$2.31M +$712K +4,652 +44%
Principal Financial Group
387
Principal Financial Group
Iowa
$2.3M +$220K +1,452 +11%
Natixis Advisors
388
Natixis Advisors
Massachusetts
$2.29M -$272K -1,794 -11%
PCMU
389
Paragon Capital Management (Utah)
Utah
$2.25M -$13.4K -88 -0.6%
BOH
390
Bank of Hawaii
Hawaii
$2.25M – – –
FFN
391
Focus Financial Network
Minnesota
$2.22M +$25.2K +166 +1%
B
392
Bailard
California
$2.2M -$4.65M -30,626 -68%
Prudential Financial
393
Prudential Financial
New Jersey
$2.2M +$853K +6,129 +63%
Marshall Wace
394
Marshall Wace
United Kingdom
$2.18M +$2.18M +14,335 New
FWP
395
Falcon Wealth Planning
California
$2.16M -$75.4K -497 -3%
FCI
396
Financial Counselors Inc
Kansas
$2.16M -$194K -1,277 -8%
SCG
397
Sonata Capital Group
Washington
$2.15M +$2.58K +17 +0.1%
AWS
398
AJ Wealth Strategies
New York
$2.15M +$10K +66 +0.5%
WCM
399
WealthBridge Capital Management
Ohio
$2.13M +$113K +745 +6%
EWA
400
ERTS Wealth Advisors
Michigan
$2.12M -$227K -1,494 -10%
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16
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