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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 %
OCM
376
Objective Capital Management
Ohio
$2.54M -$181K -1,122 -7%
EIP
377
Ellis Investment Partners
Pennsylvania
$2.54M +$6.29K +39 +0.2%
BIA
378
Benchmark Investment Advisors
Illinois
$2.53M -$82.5K -512 -3%
BMCM
379
Bryn Mawr Capital Management
Pennsylvania
$2.51M -$102K -633 -4%
CB
380
Cadence Bank
Mississippi
$2.51M -$682K -4,228 -21%
OFG
381
Oxford Financial Group
Indiana
$2.49M -$55.3K -343 -2%
RIS
382
Retirement Income Solutions
Michigan
$2.48M – – –
WS
383
Wedbush Securities
California
$2.45M -$322K -1,998 -12%
CFGS
384
Concourse Financial Group Securities
Alabama
$2.44M -$564K -3,496 -19%
KPWS
385
Kestra Private Wealth Services
Texas
$2.44M +$188K +1,165 +8%
WA
386
WBH Advisory
Maryland
$2.42M -$223K -1,384 -8%
Principal Financial Group
387
Principal Financial Group
Iowa
$2.39M -$47.7K -296 -2%
BOH
388
Bank of Hawaii
Hawaii
$2.38M -$17.9K -111 -0.7%
FFN
389
Focus Financial Network
Minnesota
$2.37M +$10.8K +67 +0.5%
MCC
390
Money Concepts Capital
Florida
$2.37M -$16.6M -102,707 -87%
FCBT
391
First Citizens Bank & Trust
North Carolina
$2.35M +$258K +1,598 +12%
PCMU
392
Paragon Capital Management (Utah)
Utah
$2.34M -$53.8K -334 -2%
GC
393
Garde Capital
Washington
$2.32M +$2.32M +14,362 New
MCA
394
MSH Capital Advisors
Arizona
$2.3M +$85.4K +530 +4%
AWS
395
AJ Wealth Strategies
New York
$2.29M +$7.9K +49 +0.3%
FWP
396
Falcon Wealth Planning
California
$2.27M -$26.8K -166 -1%
EWA
397
ERTS Wealth Advisors
Michigan
$2.24M -$11.4K -71 -0.5%
SCG
398
Sonata Capital Group
Washington
$2.23M -$52.4K -325 -2%
B
399
Bailard
California
$2.23M -$112K -693 -5%
GFP
400
Gryphon Financial Partners
Ohio
$2.23M +$806 +5 +0%
14 15
16
17 18