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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 %
PCMC
576
Private Capital Management (Colorado)
Colorado
$945K -$47.1K -292 -5%
TFO
577
Tarbox Family Office
California
$935K – – –
AT
578
American Trust
Kentucky
$934K – – –
FPCG
579
Forum Private Client Group
Indiana
$913K -$4.03K -25 -0.4%
RWA
580
Ropes Wealth Advisors
Massachusetts
$910K +$183K +1,136 +25%
IIC
581
Integrated Investment Consultants
Michigan
$909K +$60.1K +373 +7%
LWANC
582
Laurel Wealth Advisors (North Carolina)
North Carolina
$909K +$2.1K +13 +0.2%
BFO
583
Boston Family Office
Massachusetts
$908K +$88.2K +547 +11%
BBP
584
Banco BTG Pactual
Brazil
$901K +$901K +5,588 New
CPSC
585
Carl P. Sherr & Co
Massachusetts
$899K -$9.99K -62 -1%
QCG
586
Quadrant Capital Group
Ohio
$899K – – –
EAM
587
Evanson Asset Management
California
$896K +$322 +2 +0%
FWTB
588
First Western Trust Bank
Colorado
$895K – – –
LPAM
589
Lodestar Private Asset Management
California
$890K -$55K -341 -6%
SG
590
StoneX Group
New York
$889K -$33.9K -210 -4%
MCCA
591
Mill Creek Capital Advisors
Pennsylvania
$887K – – –
ICG
592
InterOcean Capital Group
Tennessee
$876K -$35K -217 -4%
CB
593
Community Bank
New York
$873K – – –
SCA
594
Snowden Capital Advisors
New York
$871K -$377K -2,340 -30%
OWA
595
One Wealth Advisors
California
$863K +$150K +931 +21%
PAMG
596
Patton Albertson Miller Group
Tennessee
$863K -$21.4K -133 -2%
CA
597
CoreCap Advisors
Michigan
$862K +$862K +5,350 New
CAC
598
Certified Advisory Corp
Florida
$857K -$34.3K -213 -4%
MWA
599
Monograph Wealth Advisors
California
$857K +$161 +1 +0%
FCB
600
First County Bank
Connecticut
$846K -$836K -5,187 -50%
22 23
24
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