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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 %
MWA
601
Monograph Wealth Advisors
California
$806K – – –
SAM
602
Summit Asset Management
Tennessee
$803K -$9.11K -60 -1%
JFG
603
JMG Financial Group
Illinois
$800K +$528K +3,476 +194%
IIC
604
Integrated Investment Consultants
Michigan
$800K -$151K -993 -16%
DI
605
Disciplined Investments
Oklahoma
$798K +$152 +1 +0%
CCM
606
Coldstream Capital Management
Washington
$794K -$46.1K -304 -5%
SYBT
607
Stock Yards Bank & Trust
Kentucky
$794K – – –
PCA
608
Pallas Capital Advisors
Massachusetts
$789K – – –
CCB
609
Country Club Bank
Missouri
$779K +$28.5K +190 +4%
MFA
610
Mayflower Financial Advisors
Massachusetts
$775K -$7.74K -51 -1%
ACM
611
Advisors Capital Management
New Jersey
$772K -$77.9K -513 -9%
BFO
612
Boston Family Office
Massachusetts
$772K – – –
Chevy Chase Trust
613
Chevy Chase Trust
Maryland
$765K -$68K -448 -8%
NFW
614
Noble Family Wealth
Florida
$759K +$759K +5,000 New
NEPWA
615
New England Private Wealth Advisors
Massachusetts
$755K +$1.21K +8 +0.2%
OCBCO
616
Oversea-Chinese Banking Corp (OCBC)
Singapore
$752K -$1.52M -10,013 -67%
BZWA
617
Blue Zone Wealth Advisors
California
$749K -$94.7K -624 -11%
BAG
618
Briggs Advisory Group
Rhode Island
$742K – – –
PA
619
Prism Advisors
California
$739K – – –
PCIA
620
Prime Capital Investment Advisors
Kansas
$729K -$8.95K -59 -1%
FT
621
Fiduciary Trust
Massachusetts
$726K -$30.4K -200 -4%
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$725K -$62.5K -412 -8%
IWA
623
Inspirion Wealth Advisors
Illinois
$723K -$33.1K -218 -4%
CWP
624
Corepath Wealth Partners
Arizona
$722K +$148K +965 +26%
Vontobel Holding
625
Vontobel Holding
Switzerland
$721K +$721K +4,753 New
23 24
25
26 27