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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
+$73.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.8M
4
PWAG
Polaris Wealth Advisory Group
California
+$20.8M
5
MCWS
McKinley Carter Wealth Services
West Virginia
+$17.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$178M
2
HNB
Huntington National Bank
Ohio
-$145M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$117M
4
Wells Fargo
Wells Fargo
California
-$33.3M
5
Goldman Sachs
Goldman Sachs
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
626
Fiduciary Alliance
South Carolina
$756K +$2.58K +16 +0.3%
HWM
627
Hohimer Wealth Management
Washington
$756K +$40.8K +253 +6%
MA
628
MKT Advisors
California
$754K – – –
IWA
629
Inspirion Wealth Advisors
Illinois
$751K -$17.1K -106 -2%
CAI
630
Capital Advisors Inc
Oklahoma
$745K +$12.3K +76 +2%
PMFA
631
Plante Moran Financial Advisors
Michigan
$744K – – –
FMTC
632
Farmers & Merchants Trust Company
California
$741K – – –
DAS
633
Dynamic Advisor Solutions
Arizona
$740K +$159K +988 +27%
AL
634
Aspiriant LLC
California
$731K +$33.2K +206 +5%
GWS
635
Glassman Wealth Services
Virginia
$727K – – –
FWA
636
FSM Wealth Advisors
Ohio
$726K +$5.03K +31 +0.7%
WI
637
Wintrust Investments
Illinois
$722K -$32.7K -203 -4%
MSWM
638
McGlone Suttner Wealth Management
Wisconsin
$721K – – –
MG
639
Mather Group
Illinois
$717K +$26.3K +163 +4%
PFA
640
Professional Financial Advisors
Nebraska
$713K +$713K +4,425 New
Wolverine Trading
641
Wolverine Trading
Illinois
$711K -$180K -1,126 -20%
PCM
642
Parsons Capital Management
Rhode Island
$709K – – –
MSA
643
Marino Stram & Associates
Massachusetts
$706K +$161 +1 +0%
SCI
644
S&CO Inc
Massachusetts
$701K – – –
BWP
645
Balboa Wealth Partners
Arizona
$701K +$407K +2,527 +139%
EWM
646
Empirical Wealth Management
Washington
$698K +$10.3K +64 +2%
GFA
647
Gallagher Fiduciary Advisors
Illinois
$696K +$7.09K +44 +1%
CS
648
Capital Square
Tennessee
$691K – – –
IIA
649
IPG Investment Advisors
California
$686K +$137K +849 +25%
CTC
650
Central Trust Company
Missouri
$684K – – –
24 25
26
27 28