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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 %
CL
451
Choreo LLC
Illinois
$1.67M +$86.4K +536 +5%
MA
452
MBA Advisors
Pennsylvania
$1.67M -$118K -734 -7%
PA
453
Procyon Advisors
Connecticut
$1.66M -$6.29K -39 -0.4%
TP
454
Tranquility Partners
Tennessee
$1.66M +$32.1K +199 +2%
KBFS
455
Kohmann Bosshard Financial Services
Ohio
$1.63M – – –
RA
456
RFG Advisory
Alabama
$1.63M +$199K +1,232 +14%
TFGT
457
TS Financial Group (TSFG)
Illinois
$1.61M -$61.7K -383 -4%
MWM
458
Mission Wealth Management
California
$1.6M +$122K +758 +8%
DBIA
459
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$22.6K +140 +1%
AAS
460
Ameritas Advisory Services
Nebraska
$1.59M -$1.75M -10,952 -52%
OC
461
Oppenheimer & Co
New York
$1.58M -$234K -1,449 -13%
MFT
462
Moisand Fitzgerald Tamayo
Florida
$1.57M -$198K -1,230 -11%
TGAM
463
TBH Global Asset Management
Tennessee
$1.57M -$35.5K -220 -2%
EWM
464
Endurance Wealth Management
Rhode Island
$1.56M +$7.9K +49 +0.5%
WPW
465
Waldron Private Wealth
Pennsylvania
$1.56M -$18.2K -113 -1%
WP
466
WealthShield Partners
North Carolina
$1.55M -$27.9K -173 -2%
NFP
467
NorthLanding Financial Partners
New York
$1.54M -$1.25M -7,741 -45%
BTWM
468
Baker Tilly Wealth Management
Wisconsin
$1.53M – – –
BCA
469
Bay Colony Advisors
Massachusetts
$1.52M +$96.2K +597 +7%
GT
470
Glenview Trust
Kentucky
$1.51M -$72.5K -450 -5%
AFAS
471
Acorn Financial Advisory Services
Virginia
$1.51M -$20.3K -126 -1%
BWP
472
Bernardo Wealth Planning
Pennsylvania
$1.5M – – –
PIMG
473
Patriot Investment Management Group
Tennessee
$1.49M – – –
HSA
474
HBK Sorce Advisory
Pennsylvania
$1.49M +$433K +2,688 +41%
FCI
475
Financial Counselors Inc
Kansas
$1.49M -$801K -4,966 -35%
17 18
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