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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 %
TWM
526
TMD Wealth Management
Arizona
$1.16M -$4.19K -26 -0.4%
PCA
527
Prosperity Capital Advisors
Ohio
$1.14M +$1.14M +7,078 New
JIP
528
Jaffetilchin Investment Partners
Florida
$1.13M +$6.29K +39 +0.6%
GAM
529
Gemmer Asset Management
California
$1.12M +$25.8K +160 +2%
CAM
530
Close Asset Management
United Kingdom
$1.12M – – –
MFA
531
Mayflower Financial Advisors
Massachusetts
$1.12M +$297K +1,841 +36%
CWC
532
Carolinas Wealth Consulting
North Carolina
$1.11M -$94.6K -587 -8%
RIL
533
Rothschild Investment LLC
Illinois
$1.1M +$3.06K +19 +0.3%
LSIA
534
LaSalle St. Investment Advisors
Illinois
$1.1M +$598K +3,715 +118%
DCM
535
Dimension Capital Management
Florida
$1.1M -$18.1K -112 -2%
EK
536
Evensky & Katz
Florida
$1.1M -$60.3K -374 -5%
SAM
537
Sequent Asset Management
Texas
$1.09M -$160K -991 -13%
WOC
538
West Oak Capital
California
$1.09M -$111K -690 -9%
AA
539
Argent Advisors
Louisiana
$1.08M -$25K -155 -2%
OPWM
540
Oxinas Partners Wealth Management
Indiana
$1.08M +$13.7K +85 +1%
ITB
541
Idaho Trust Bank
Idaho
$1.07M +$1.07M +6,655 New
WH
542
Whitcomb & Hess
Ohio
$1.05M +$6.29K +39 +0.6%
GSEP
543
Golden State Equity Partners
California
$1.05M +$603K +3,742 +136%
PCI
544
Planning Center Inc
Illinois
$1.05M – – –
Bank of Nova Scotia
545
Bank of Nova Scotia
Ontario, Canada
$1.04M -$484 -3 -0%
IAIM
546
International Assets Investment Management
Florida
$1.04M +$5.32K +33 +0.5%
JFG
547
JMG Financial Group
Illinois
$1.04M +$187K +1,160 +22%
NCG
548
Newport Capital Group
New Jersey
$1.03M +$1.03M +6,393 New
BlackRock
549
BlackRock
New York
$1.03M -$9.72M -60,294 -90%
RIA
550
Regal Investment Advisors
Michigan
$1.03M -$9.67K -60 -0.9%
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