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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 %
MBT
501
Montecito Bank & Trust
California
$1.29M -$24K -149 -2%
Wealth Enhancement Advisory Services
502
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$185K -1,147 -13%
LC
503
LTG Capital
Massachusetts
$1.28M -$45.9K -285 -3%
TC
504
Trilogy Capital
California
$1.28M -$9.6K -58 -0.7%
TC
505
TownSquare Capital
Utah
$1.28M +$696K +4,318 +119%
SF
506
Summit Financial
New Jersey
$1.26M +$5.16K +32 +0.4%
Deutsche Bank
507
Deutsche Bank
Germany
$1.26M -$750K -4,653 -37%
HH
508
Hilltop Holdings
Texas
$1.26M – – –
CWM
509
Connecticut Wealth Management
Connecticut
$1.25M -$18.1K -112 -1%
SEM
510
Strategic Equity Management
Arizona
$1.25M -$137K -848 -10%
PA
511
Pinnacle Associates
New York
$1.25M +$806 +5 +0.1%
BBHC
512
Brown Brothers Harriman & Co
New York
$1.25M -$134K -831 -10%
TWM
513
Thrive Wealth Management
Pennsylvania
$1.24M +$1.24M +7,722 New
CIBC World Market
514
CIBC World Market
Ontario, Canada
$1.24M -$79.9K -496 -6%
DPI
515
Diversified Portfolios Inc
Michigan
$1.23M – – –
TNB
516
Thomasville National Bank
Georgia
$1.22M +$95.9K +595 +9%
TIA
517
Tiemann Investment Advisors
California
$1.21M +$121K +750 +11%
CIR
518
Clear Investment Research
Georgia
$1.21M -$55K -341 -4%
KIG
519
Kennedy Investment Group
New Jersey
$1.21M -$163K -1,011 -12%
BA
520
Bristlecone Advisors
Washington
$1.2M -$541K -3,355 -31%
9WM
521
9258 Wealth Management
Ohio
$1.2M -$28.5K -177 -2%
SAM
522
Smithbridge Asset Management
Pennsylvania
$1.19M -$21.1K -131 -2%
SWA
523
SOA Wealth Advisors
New York
$1.18M – – –
Capstone Investment Advisors
524
Capstone Investment Advisors
New York
$1.17M +$867K +5,377 +286%
KM
525
Kalos Management
Georgia
$1.16M +$30.5K +189 +3%
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