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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 %
TWM
401
Tolleson Wealth Management
Texas
$2.22M – – –
RFM
402
Royal Fund Management
Florida
$2.19M -$7.4M -45,921 -77%
WCM
403
WealthBridge Capital Management
Ohio
$2.17M -$93.2K -578 -4%
WP
404
WealthSource Partners
California
$2.16M -$31.3K -194 -1%
GCM
405
Gables Capital Management
Florida
$2.15M -$80.6K -500 -4%
LF
406
Lee Financial
Texas
$2.14M +$7.42K +46 +0.3%
SIC
407
Sigma Investment Counselors
Michigan
$2.14M -$23.4K -145 -1%
APP
408
Avantax Planning Partners
Iowa
$2.12M -$806 -5 -0%
MFG
409
Magnus Financial Group
New York
$2.11M -$2.74K -17 -0.1%
SWA
410
Strategies Wealth Advisors
Michigan
$2.1M +$1.13K +7 +0.1%
TWP
411
Total Wealth Planning
Ohio
$2.09M -$77.2K -479 -4%
Bessemer Group
412
Bessemer Group
New Jersey
$2.09M – – –
CWM
413
Castle Wealth Management
Florida
$2.06M -$77.5K -481 -4%
SFA
414
Sequoia Financial Advisors
Ohio
$2.05M -$913K -5,665 -31%
AIM
415
Alhambra Investment Management
Florida
$2.04M -$2.58K -16 -0.1%
TIM
416
Total Investment Management
Arizona
$2.02M +$784K +4,861 +63%
SCA
417
Southern Capital Advisors
Tennessee
$2.01M +$70.6K +438 +4%
LA
418
Lane & Associates
New Jersey
$2M +$219K +1,356 +12%
KFP
419
KMG Fiduciary Partners
Ohio
$1.97M +$1.76M +10,909 +812%
NL
420
NWAM LLC
Washington
$1.95M +$171K +1,058 +10%
SI
421
Stephens Inc
Arkansas
$1.94M -$2.74K -17 -0.1%
CWM
422
Cahaba Wealth Management
Georgia
$1.94M -$63.3K -393 -3%
FAM
423
Frontier Asset Management
Wyoming
$1.93M -$37.9K -235 -2%
RWG
424
Regal Wealth Group
California
$1.92M -$13.4K -84 -0.7%
EWM
425
EPG Wealth Management
Georgia
$1.92M -$7.25K -45 -0.4%
15 16
17
18 19