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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 %
EWM
476
Endurance Wealth Management
Rhode Island
$1.47M +$3.04K +20 +0.2%
AFAS
477
Acorn Financial Advisory Services
Virginia
$1.44M -$19.6K -129 -1%
BTWM
478
Baker Tilly Wealth Management
Wisconsin
$1.44M +$906K +5,972 +171%
BAM
479
Baldrige Asset Management
Pennsylvania
$1.44M -$6.98K -46 -0.5%
BWP
480
Bernardo Wealth Planning
Pennsylvania
$1.42M – – –
PIMG
481
Patriot Investment Management Group
Tennessee
$1.41M -$45.5K -300 -3%
MWM
482
Mission Wealth Management
California
$1.39M -$65K -428 -4%
Wealth Enhancement Advisory Services
483
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$948K +6,246 +216%
BFG
484
Bleakley Financial Group
New Jersey
$1.39M +$2.13K +14 +0.2%
EFS
485
Essex Financial Services
Connecticut
$1.38M -$87K -573 -6%
SW
486
SVB Wealth
Massachusetts
$1.37M -$466K -3,072 -25%
ANTB
487
AMG National Trust Bank
Colorado
$1.37M -$72.1K -475 -5%
IWM
488
IHT Wealth Management
Illinois
$1.37M +$40.2K +265 +3%
WP
489
WMS Partners
Maryland
$1.36M -$26.6K -175 -2%
RA
490
RFG Advisory
Alabama
$1.35M +$75K +494 +6%
SFPG
491
Stonebridge Financial Planning Group
Florida
$1.34M +$25.8K +170 +2%
AWM
492
Axxcess Wealth Management
California
$1.34M -$324K -2,135 -19%
FFM
493
Forum Financial Management
Illinois
$1.34M -$113K -745 -8%
CB
494
Commerce Bank
Missouri
$1.34M +$47.8K +315 +4%
CGA
495
Crescent Grove Advisors
Illinois
$1.33M -$756K -4,980 -36%
BCA
496
Bay Colony Advisors
Massachusetts
$1.32M -$301K -2,007 -19%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$1.31M -$3.64K -24 -0.3%
HWM
498
HighMark Wealth Management
Minnesota
$1.31M +$1.06K +7 +0.1%
SFO
499
Stokes Family Office
Louisiana
$1.31M -$261K -1,718 -17%
SEM
500
Strategic Equity Management
Arizona
$1.31M -$41.9K -276 -3%
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