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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 %
LNC
426
Lincoln National Corp
Pennsylvania
$1.91M -$267K -1,655 -12%
GPWA
427
Great Point Wealth Advisors
Massachusetts
$1.91M – – –
RJT
428
Raymond James Trust
Florida
$1.91M +$32.1K +199 +2%
WFA
429
Wellspring Financial Advisors
Ohio
$1.91M -$63K -391 -3%
BJL
430
Brighton Jones LLC
Washington
$1.9M +$108K +670 +6%
SIC
431
Sterling Investment Counsel
New York
$1.89M -$49K -304 -3%
WDG
432
Wealth Dimensions Group
Ohio
$1.88M -$50.9K -316 -3%
SIA
433
Sage Investment Advisers
New York
$1.87M -$33.5K -208 -2%
SIC
434
Salem Investment Counselors
North Carolina
$1.87M – – –
ONB
435
Old National Bancorp
Indiana
$1.87M -$225K -1,393 -11%
GJIA
436
Glass Jacobson Investment Advisors
Maryland
$1.86M +$1.86M +11,569 New
BTI
437
Blue Trust Inc
Georgia
$1.85M -$205K -1,349 -10%
SC
438
Scotia Capital
Ontario, Canada
$1.84M -$56.3K -349 -3%
IAG
439
Investment Advisory Group
Massachusetts
$1.79M +$9.85K +61 +0.6%
WT
440
Whittier Trust
California
$1.79M – – –
RBC
441
Roble Belko & Company
Pennsylvania
$1.76M – – –
TA
442
Tactive Advisors
Florida
$1.75M +$775K +4,811 +80%
KFAA
443
Klaas Financial Asset Advisors
Illinois
$1.74M -$16K -99 -0.9%
MWM
444
Mattern Wealth Management
Kansas
$1.73M -$3.39K -21 -0.2%
MWM
445
Marietta Wealth Management
Georgia
$1.73M +$322 +2 +0%
TPWA
446
TRUE Private Wealth Advisors
Oregon
$1.72M +$8.06K +50 +0.5%
LCGC
447
Legacy Capital Group California
California
$1.71M +$35.5K +220 +2%
IWM
448
IHT Wealth Management
Illinois
$1.69M +$238K +1,476 +16%
GWM
449
GSB Wealth Management
Connecticut
$1.68M -$45.1K -280 -3%
TFF
450
The Family Firm
Maryland
$1.67M +$5.64K +35 +0.3%
16 17
18
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