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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
2
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
4
Calamos Wealth Management
Illinois
$82.2M
5
UFF
5
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$359M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.03M
3
GS
3
GTS Securities
New York
$0
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$111M 637,699 +11,957 +2%
CAN
27
Cetera Advisor Networks
California
$109M 629,436 -1,682 -0.3%
HighTower Advisors
28
HighTower Advisors
Illinois
$98.6M 566,865 +14,990 +3%
Charles Schwab
29
Charles Schwab
California
$95.7M 550,362 -54,779 -9%
KAS
30
Kestra Advisory Services
Texas
$91.5M 526,451 +71,471 +16%
CWM
31
Calamos Wealth Management
Illinois
$82.2M 472,801 +418,976 +778%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$81.5M 468,653 -135,091 -22%
Betterment LLC
33
Betterment LLC
New York
$80.2M 461,260 -12,998 -3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$79.2M 455,581 +6,595 +1%
SWPG
35
Strategic Wealth Partners Group
Illinois
$78.5M 451,339 -6,765 -1%
LI
36
LVZ Inc
Michigan
$78.4M 450,993 -7,009 -2%
Comerica Bank
37
Comerica Bank
Texas
$72.5M 416,770 +10,153 +2%
HFBOT
38
Home Federal Bank of Tennessee
Tennessee
$70.4M 404,691 -440 -0.1%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$69.6M 399,983 +32,053 +9%
Truist Financial
40
Truist Financial
North Carolina
$67.1M 386,064 +10,578 +3%
UFF
41
USA Financial Formulas
Michigan
$65.5M 376,933 +376,927 +6,282,117%
SAF
42
Smith Anglin Financial
Texas
$65.4M 376,324 +17,236 +5%
VA
43
Valmark Advisers
Ohio
$61.5M 353,496 -15,544 -4%
FIA
44
Foundations Investment Advisors
Arizona
$58.5M 332,784 +192,242 +137%
FHB
45
First Hawaiian Bank
Hawaii
$56.8M 326,722 -3,209 -1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$56.8M 326,598 +5,323 +2%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$56.8M 326,578 -19,883 -6%
Barclays
48
Barclays
United Kingdom
$56M 322,026 -19 -0%
RWP
49
RWA Wealth Partners
Massachusetts
$54.5M 313,605 +313,605 New
ANB
50
Amarillo National Bank
Texas
$54M 310,613 -1,532 -0.5%
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