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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 %
WI
626
Wintrust Investments
Illinois
$711K +$101K +663 +16%
FA
627
Fiduciary Alliance
South Carolina
$709K +$3.34K +22 +0.5%
1WM
628
1900 Wealth Management
Texas
$702K -$418K -2,762 -37%
PMFA
629
Plante Moran Financial Advisors
Michigan
$701K +$404K +2,659 +136%
FMTC
630
Farmers & Merchants Trust Company
California
$698K -$150K -987 -18%
CAI
631
Capital Advisors Inc
Oklahoma
$690K -$9.86K -65 -1%
BFAG
632
Blackston Financial Advisory Group
Florida
$689K -$69.8K -460 -9%
GWS
633
Glassman Wealth Services
Virginia
$684K -$10K -66 -1%
RWA
634
Ropes Wealth Advisors
Massachusetts
$684K +$304 +2 +0%
MA
635
MKT Advisors
California
$682K – – –
MMHP
636
Murphy Middleton Hinkle & Parker
Georgia
$680K – – –
MSWM
637
McGlone Suttner Wealth Management
Wisconsin
$679K – – –
FWA
638
FSM Wealth Advisors
Ohio
$674K – – –
SWA
639
Stratos Wealth Advisors
Ohio
$673K -$12.9K -85 -2%
HWM
640
Hohimer Wealth Management
Washington
$673K -$47.1M -310,144 -99%
OWA
641
One Wealth Advisors
California
$672K -$312K -2,059 -32%
KWMG
642
King Wealth Management Group
Florida
$671K – – –
KA
643
Kovack Advisors
Florida
$668K -$5.92K -39 -0.9%
PCM
644
Parsons Capital Management
Rhode Island
$668K -$1.82K -12 -0.3%
MSA
645
Marino Stram & Associates
Massachusetts
$664K -$318K -2,093 -32%
SCI
646
S&CO Inc
Massachusetts
$660K – – –
TSS
647
Two Sigma Securities
New York
$659K +$659K +4,345 New
CST
648
Charles Schwab Trust
Nevada
$659K – – –
AL
649
Aspiriant LLC
California
$657K -$188K -1,239 -22%
MG
650
Mather Group
Illinois
$651K -$1.52K -10 -0.2%
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