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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
+$137M
2
Bank of America
Bank of America
North Carolina
+$39.4M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$28.6M
4
SS
Simplicity Solutions
Minnesota
+$17.8M
5
Goldman Sachs
Goldman Sachs
New York
+$15.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$479M
2
HNB
Huntington National Bank
Ohio
-$129M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109M
4
Wells Fargo
Wells Fargo
California
-$64.2M
5
Truist Financial
Truist Financial
North Carolina
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
451
NWAM LLC
Washington
$1.67M -$189K -1,242 -10%
MFT
452
Moisand Fitzgerald Tamayo
Florida
$1.67M -$23.8K -157 -1%
RBC
453
Roble Belko & Company
Pennsylvania
$1.66M – – –
Simplex Trading
454
Simplex Trading
Illinois
$1.66M +$1.66M +10,919 New
KFAA
455
Klaas Financial Asset Advisors
Illinois
$1.66M -$82K -540 -5%
BA
456
Bristlecone Advisors
Washington
$1.64M -$163K -1,073 -9%
MWM
457
Mattern Wealth Management
Kansas
$1.63M – – –
GWM
458
GSB Wealth Management
Connecticut
$1.63M -$19.4K -128 -1%
MWM
459
Marietta Wealth Management
Georgia
$1.62M -$7.13K -47 -0.4%
TPWA
460
TRUE Private Wealth Advisors
Oregon
$1.61M +$14.1K +93 +0.9%
FCB
461
First County Bank
Connecticut
$1.58M -$378K -2,492 -19%
TFGT
462
TS Financial Group (TSFG)
Illinois
$1.58M -$48K -316 -3%
LCGC
463
Legacy Capital Group California
California
$1.57M +$1.57M +10,377 New
CF
464
Centaurus Financial
California
$1.57M +$274K +1,803 +21%
TFF
465
The Family Firm
Maryland
$1.57M +$7.28K +48 +0.5%
PA
466
Procyon Advisors
Connecticut
$1.57M +$72.8K +480 +5%
KBFS
467
Kohmann Bosshard Financial Services
Ohio
$1.54M – – –
TP
468
Tranquility Partners
Tennessee
$1.53M +$44.8K +295 +3%
AC
469
AWM Capital
Arizona
$1.52M +$590K +3,888 +63%
TGAM
470
TBH Global Asset Management
Tennessee
$1.51M +$71.3K +470 +5%
CL
471
Choreo LLC
Illinois
$1.49M +$245K +1,612 +20%
GT
472
Glenview Trust
Kentucky
$1.49M -$78.2K -515 -5%
WP
473
WealthShield Partners
North Carolina
$1.49M -$43.6K -287 -3%
WPW
474
Waldron Private Wealth
Pennsylvania
$1.48M – – –
DBIA
475
Dumont & Blake Investment Advisors
New Jersey
$1.48M -$12K -79 -0.8%
17 18
19
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