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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)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$652M
4
PWAG
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.78B
2
HNB
Huntington National Bank
Ohio
$154M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
Wells Fargo
California
$1.3B
5
Goldman Sachs
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
476
Harvest Investment Services
Illinois
$1.46M +$1.46M +9,085 New
ANTB
477
AMG National Trust Bank
Colorado
$1.45M – – –
WP
478
WMS Partners
Maryland
$1.44M – – –
SFS
479
Security Financial Services
Indiana
$1.44M -$657K -4,079 -31%
WPC
480
White Pine Capital
Minnesota
$1.43M +$122K +759 +9%
FFM
481
Forum Financial Management
Illinois
$1.42M – – –
EFS
482
Essex Financial Services
Connecticut
$1.42M -$43.2K -268 -3%
CB
483
Commerce Bank
Missouri
$1.42M -$322 -2 -0%
CGA
484
Crescent Grove Advisors
Illinois
$1.42M – – –
SS
485
Simplicity Solutions
Minnesota
$1.41M -$17.4M -108,239 -93%
BFG
486
Bleakley Financial Group
New Jersey
$1.41M -$61.3K -380 -4%
SFPG
487
Stonebridge Financial Planning Group
Florida
$1.41M -$16.1K -100 -1%
AC
488
AWM Capital
Arizona
$1.4M -$215K -1,331 -13%
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$1.39M – – –
BCI
490
Brinker Capital Investments
Pennsylvania
$1.39M +$390K +2,422 +39%
OPS
491
Orion Portfolio Solutions
Nebraska
$1.39M +$390K +2,422 +39%
HWM
492
HighMark Wealth Management
Minnesota
$1.39M -$8.57K -53 -0.6%
BWM
493
BigSur Wealth Management
Florida
$1.37M – – –
SAM
494
Silvercrest Asset Management
New York
$1.36M +$86.4K +536 +7%
LBC
495
Lowe Brockenbrough & Co
Virginia
$1.34M – – –
AWM
496
Axxcess Wealth Management
California
$1.33M -$91.7K -569 -6%
EIA
497
Eldridge Investment Advisors
New Hampshire
$1.32M – – –
AWA
498
Alta Wealth Advisors
Massachusetts
$1.31M -$12.6K -78 -1%
CD
499
Chapin Davis
Maryland
$1.3M +$13.1K +81 +1%
SFO
500
Stokes Family Office
Louisiana
$1.29M -$95.7K -594 -7%
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