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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 %
CCFM
501
Clear Creek Financial Management
Washington
$1.3M -$11.7M -77,396 -90%
BBHC
502
Brown Brothers Harriman & Co
New York
$1.3M +$709K +4,669 +120%
DW
503
Domani Wealth
Pennsylvania
$1.29M – – –
KIG
504
Kennedy Investment Group
New Jersey
$1.29M -$41.9K -276 -3%
BWM
505
BigSur Wealth Management
Florida
$1.29M – – –
LBC
506
Lowe Brockenbrough & Co
Virginia
$1.26M – – –
CIBC World Market
507
CIBC World Market
Ontario, Canada
$1.24M -$98.2K -647 -7%
AWA
508
Alta Wealth Advisors
Massachusetts
$1.24M +$208K +1,370 +20%
MBT
509
Montecito Bank & Trust
California
$1.24M +$24.3K +160 +2%
EIA
510
Eldridge Investment Advisors
New Hampshire
$1.24M +$7.59K +50 +0.6%
LC
511
LTG Capital
Massachusetts
$1.23M -$9.71K -65 -0.8%
WPC
512
White Pine Capital
Minnesota
$1.23M -$7.59K -50 -0.6%
MUAMU
513
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.21M +$1.21M +8,000 New
CD
514
Chapin Davis
Maryland
$1.21M +$134K +882 +12%
SAM
515
Silvercrest Asset Management
New York
$1.2M -$165K -1,090 -12%
CWM
516
Connecticut Wealth Management
Connecticut
$1.2M +$134K +880 +13%
CIR
517
Clear Investment Research
Georgia
$1.19M -$25.2K -166 -2%
TC
518
Trilogy Capital
California
$1.19M -$66.3K -437 -5%
HH
519
Hilltop Holdings
Texas
$1.18M -$26.1K -172 -2%
SF
520
Summit Financial
New Jersey
$1.18M +$40.8K +269 +4%
SCA
521
Snowden Capital Advisors
New York
$1.18M +$499K +3,289 +74%
PWLP
522
Prio Wealth Limited Partnership
Massachusetts
$1.17M -$451K -2,975 -28%
PA
523
Pinnacle Associates
New York
$1.17M +$59.3K +391 +5%
SAM
524
Sequent Asset Management
Texas
$1.17M – – –
TIM
525
Total Investment Management
Arizona
$1.16M +$33.5K +221 +3%
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