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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 %
NB
676
NBT Bank
New York
$562K +$40.2K +265 +8%
CA
677
Continuum Advisory
Idaho
$560K -$267K -1,761 -32%
WFAG
678
Worth Financial Advisory Group
North Carolina
$557K +$34K +224 +6%
ESB
679
Essex Savings Bank
Connecticut
$556K – – –
PMAM
680
Picton Mahoney Asset Management
Ontario, Canada
$554K +$9.08K +60 +2%
CFO
681
CVA Family Office
Colorado
$550K +$78.9K +520 +17%
AWA
682
Arkadios Wealth Advisors
Georgia
$550K -$21.9K -144 -4%
TC
683
TownSquare Capital
Utah
$549K +$549K +3,614 New
DAS
684
Dynamic Advisor Solutions
Arizona
$547K – – –
CAM
685
Campion Asset Management
Virginia
$545K +$255K +1,679 +88%
AWA
686
ARQ Wealth Advisors
Arizona
$543K -$607 -4 -0.1%
LA
687
Lynch & Associates
Indiana
$542K -$75.6K -498 -12%
AHC
688
Anderson Hoagland & Co
Missouri
$541K – – –
BONH
689
Bank of New Hampshire
New Hampshire
$539K -$144K -950 -21%
GCM
690
Gallacher Capital Management
Colorado
$537K – – –
CIC
691
Carnegie Investment Counsel
Ohio
$535K – – –
AWA
692
Aaron Wealth Advisors
Illinois
$532K +$26.4K +174 +5%
OFS
693
OneAscent Financial Services
Alabama
$532K -$314K -2,066 -37%
FPW
694
Flagship Private Wealth
Massachusetts
$529K – – –
SWM
695
SeaCrest Wealth Management
New York
$525K – – –
IA
696
Insight Advisors
Pennsylvania
$525K – – –
CWM
697
C2C Wealth Management
Arizona
$524K – – –
FNBTCON
698
First National Bank & Trust Co of Newtown
Pennsylvania
$523K – – –
PL
699
Plancorp LLC
Missouri
$519K – – –
IIA
700
IPG Investment Advisors
California
$517K +$5.16K +34 +1%
26 27
28
29 30