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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.2%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$93.1M
2
CAN
2
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
3
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$47.7M
5
GS
5
GTS Securities
New York
$45.3M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
Wells Fargo
2
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B
4
LWM
4
LJI Wealth Management
Indiana
$498K
5
V
5
Veritable
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$93.1M 605,141 +605,141 New
MCWS
27
McKinley Carter Wealth Services
West Virginia
$92.9M 603,744 +10,883 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$84.9M 551,875 +41,407 +8%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.2M 541,094 +80,256 +17%
MMA
30
Miracle Mile Advisors
California
$79M 513,260 +29,948 +6%
Betterment LLC
31
Betterment LLC
New York
$73M 474,258 -10,722 -2%
SWPG
32
Strategic Wealth Partners Group
Illinois
$70.9M 458,104 +10,743 +2%
LI
33
LVZ Inc
Michigan
$70.5M 458,002 -19,603 -4%
KAS
34
Kestra Advisory Services
Texas
$70M 454,980 +145,152 +47%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$69.1M 448,986 -113,225 -20%
Comerica Bank
36
Comerica Bank
Texas
$62.6M 406,617 +406,617 New
HFBOT
37
Home Federal Bank of Tennessee
Tennessee
$62.3M 405,131 -2,920 -0.7%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$58.2M 378,423 -30,377 -7%
Truist Financial
39
Truist Financial
North Carolina
$57.8M 375,486 +173,126 +86%
VA
40
Valmark Advisers
Ohio
$56.8M 369,040 -2,538 -0.7%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$56.6M 367,930 +29,373 +9%
SAF
42
Smith Anglin Financial
Texas
$55.2M 359,088 +28,463 +9%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$53.3M 346,461 -1,055 -0.3%
FHB
44
First Hawaiian Bank
Hawaii
$50.8M 329,931 -4,712 -1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$50.5M 312,405 -1,165 -0.4%
Barclays
46
Barclays
United Kingdom
$49.5M 322,045 -7,981 -2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$49.4M 321,275 -6,728 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$48.6M 315,777 +60,424 +24%
SL
49
Salomon & Ludwin
Virginia
$48.4M 315,259 +1,704 +0.5%
ANB
50
Amarillo National Bank
Texas
$48M 312,145 -4,162 -1%
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