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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 %
DPI
526
Diversified Portfolios Inc
Michigan
$1.16M +$7.59K +50 +0.7%
9WM
527
9258 Wealth Management
Ohio
$1.15M -$9.87K -65 -0.8%
SAM
528
Smithbridge Asset Management
Pennsylvania
$1.14M -$18.7K -123 -2%
CWC
529
Carolinas Wealth Consulting
North Carolina
$1.14M +$97.4K +642 +9%
WOC
530
West Oak Capital
California
$1.13M +$26.6K +175 +2%
SWA
531
SOA Wealth Advisors
New York
$1.11M – – –
Koshinski Asset Management
532
Koshinski Asset Management
Illinois
$1.11M -$29.7K -196 -3%
TWM
533
TMD Wealth Management
Arizona
$1.1M -$512K -3,377 -32%
GCWM
534
Graham Capital Wealth Management
District of Columbia
$1.09M +$1.09M +720 New
EK
535
Evensky & Katz
Florida
$1.09M +$36.7K +242 +3%
TA
536
TrueWealth Advisors
Alabama
$1.07M -$26.1K -172 -2%
KM
537
Kalos Management
Georgia
$1.06M -$618K -4,071 -37%
CAM
538
Close Asset Management
United Kingdom
$1.06M – – –
TNB
539
Thomasville National Bank
Georgia
$1.05M -$11.8K -78 -1%
DCM
540
Dimension Capital Management
Florida
$1.05M – – –
JIP
541
Jaffetilchin Investment Partners
Florida
$1.05M -$9.11K -60 -0.9%
NEWAS
542
N.E.W. Advisory Services
Wisconsin
$1.05M – – –
KF
543
Krilogy Financial
Missouri
$1.05M -$108K -714 -9%
AA
544
Argent Advisors
Louisiana
$1.04M +$55.5K +366 +6%
RIL
545
Rothschild Investment LLC
Illinois
$1.04M +$3.64K +24 +0.4%
GAM
546
Gemmer Asset Management
California
$1.03M +$243K +1,600 +31%
TIA
547
Tiemann Investment Advisors
California
$1.03M -$2.28K -15 -0.2%
OPWM
548
Oxinas Partners Wealth Management
Indiana
$1M +$1M +6,614 New
HSA
549
HBK Sorce Advisory
Pennsylvania
$996K -$1.15M -7,594 -54%
PCI
550
Planning Center Inc
Illinois
$990K – – –
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