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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 %
H
651
HoyleCohen
California
$671K – – –
MA
652
MCF Advisors
Kentucky
$670K – – –
CPA
653
Capital Planning Advisors
California
$669K – – –
VVP
654
Venture Visionary Partners
Ohio
$668K -$14.2K -88 -2%
CWM
655
ClientFirst Wealth Management
Arkansas
$666K – – –
CBFP
656
Cedar Brook Financial Partners
Ohio
$665K -$13.9K -86 -2%
GIM
657
Goelzer Investment Management
Indiana
$660K +$660K +4,093 New
BBVA
658
Banco Bilbao Vizcaya Argentaria
Spain
$659K -$26.4M -163,917 -98%
CST
659
Charles Schwab Trust
Nevada
$658K – – –
MPCG
660
Matrix Private Capital Group
New York
$657K – – –
SW
661
SVB Wealth
Massachusetts
$641K -$818K -5,078 -56%
BP
662
BBR Partners
New York
$638K +$638K +3,961 New
NW
663
Naviter Wealth
Arkansas
$637K +$637K +3,951 New
CWP
664
Corepath Wealth Partners
Arizona
$635K -$138K -843 -18%
MMHP
665
Murphy Middleton Hinkle & Parker
Georgia
$629K -$93.5K -580 -13%
WTC
666
WhitTier Trust Company
Nevada
$624K – – –
CRC
667
Curi RMB Capital
Illinois
$623K +$623K +3,868 New
CG
668
Caprock Group
Idaho
$623K +$623K +3,863 New
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$622K +$380K +2,360 +157%
WP
670
Westmount Partners
California
$620K +$3.55K +22 +0.6%
S
671
SignatureFD
Georgia
$620K – – –
DI
672
Disciplined Investments
Oklahoma
$616K -$232K -1,437 -27%
SWM
673
Sendero Wealth Management
Texas
$615K +$615K +3,818 New
CIC
674
Chilton Investment Company
Connecticut
$609K +$609K +3,780 New
TCA
675
Trifecta Capital Advisors
Illinois
$602K -$30.6K -190 -5%
25 26
27
28 29