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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
+$71.2M
3
Comerica Bank
Comerica Bank
Texas
+$62.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.7M
5
GS
GTS Securities
New York
+$44.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$154M
2
Wells Fargo
Wells Fargo
California
-$84.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59.8M
4
LWM
LJI Wealth Management
Indiana
-$31.9M
5
Ameriprise
Ameriprise
Minnesota
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
376
Ellis Investment Partners
Pennsylvania
$2.42M – – –
OCM
377
Objective Capital Management
Ohio
$2.41M -$20.6K -134 -0.8%
FFN
378
Focus Financial Network
Minnesota
$2.39M +$112K +723 +5%
CB
379
Cadence Bank
Mississippi
$2.39M -$3.08K -20 -0.1%
AWP
380
Ascent Wealth Partners
New York
$2.38M -$87.5K -569 -4%
OFG
381
Oxford Financial Group
Indiana
$2.38M – – –
RIS
382
Retirement Income Solutions
Michigan
$2.37M – – –
CFGS
383
Concourse Financial Group Securities
Alabama
$2.33M -$15.2K -98 -0.6%
WA
384
WBH Advisory
Maryland
$2.3M -$11.4K -74 -0.5%
HSBC Holdings
385
HSBC Holdings
United Kingdom
$2.28M -$701K -1,100 -24%
BOH
386
Bank of Hawaii
Hawaii
$2.27M – – –
MCC
387
Money Concepts Capital
Florida
$2.25M -$11.2K -73 -0.5%
PCMU
388
Paragon Capital Management (Utah)
Utah
$2.23M -$4.31K -28 -0.2%
RFM
389
Royal Fund Management
Florida
$2.21M +$120K +780 +6%
HCC
390
Hirtle Callaghan & Co
Pennsylvania
$2.21M -$1.09M -7,054 -33%
Principal Financial Group
391
Principal Financial Group
Iowa
$2.21M -$75.7K -492 -3%
BIA
392
Benchmark Investment Advisors
Illinois
$2.17M -$244K -1,584 -10%
WS
393
Wedbush Securities
California
$2.17M -$169K -1,098 -7%
USAA
394
United Services Automobile Association
Texas
$2.16M +$2.16M +14,069 New
FWP
395
Falcon Wealth Planning
California
$2.16M -$7.85K -51 -0.4%
BMCM
396
Bryn Mawr Capital Management
Pennsylvania
$2.15M -$250K -1,626 -10%
FCBT
397
First Citizens Bank & Trust
North Carolina
$2.14M -$99.1K -644 -4%
EWA
398
ERTS Wealth Advisors
Michigan
$2.14M – – –
TWM
399
Tolleson Wealth Management
Texas
$2.13M – – –
GFP
400
Gryphon Financial Partners
Ohio
$2.12M – – –
14 15
16
17 18