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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.

Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
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
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$591M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Truist Financial
4
Truist Financial
North Carolina
$32.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$78.6M 518,258 +22,753 +5%
MMA
27
Miracle Mile Advisors
California
$77.2M 508,969 +75,469 +17%
Betterment LLC
28
Betterment LLC
New York
$75.7M 498,897 -8,889 -2%
LI
29
LVZ Inc
Michigan
$73.8M 486,260 -88,895 -15%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$73.5M 484,110 +188,292 +64%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$68.9M 454,076 +22,121 +5%
HFBOT
32
Home Federal Bank of Tennessee
Tennessee
$63.2M 416,733 -4,465 -1%
SWPG
33
Strategic Wealth Partners Group
Illinois
$60.8M 402,501 +28,338 +8%
VA
34
Valmark Advisers
Ohio
$60.5M 398,758 -5,069 -1%
FHB
35
First Hawaiian Bank
Hawaii
$52M 342,854 -5,144 -1%
CA
36
Cetera Advisors
Colorado
$51.7M 340,549 -3,841 -1%
Financial Engines Advisors
37
Financial Engines Advisors
California
$51.7M 340,496 -98,645 -22%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$51.1M 336,672 -13,844 -4%
PFM
39
Phillips Financial Management
Indiana
$51.1M 336,528 -2,207 -0.7%
EH
40
Equitable Holdings
New York
$50.9M 335,559 -15,315 -4%
Barclays
41
Barclays
United Kingdom
$50.3M 331,201 -12,025 -4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$49.8M 328,319 -27,851 -8%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$49.7M 327,255 +34,741 +12%
SAF
44
Smith Anglin Financial
Texas
$48.2M 317,617 +21,948 +7%
ANB
45
Amarillo National Bank
Texas
$48M 316,458 -6,489 -2%
SL
46
Salomon & Ludwin
Virginia
$47.2M 310,772 +3,141 +1%
CC
47
Courier Capital
New York
$47M 309,636 -1,104 -0.4%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$46.5M 306,255 +26,196 +9%
SPIA
49
Strategic Point Investment Advisors
Rhode Island
$46.1M 303,950 -70 -0%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$42.4M 279,444 -27,056 -9%
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