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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 %
NB
676
NBT Bank
New York
$597K – – –
CA
677
Continuum Advisory
Idaho
$595K – – –
SXL
678
Summit X LLC
Missouri
$592K +$84.5K +524 +17%
PMAM
679
Picton Mahoney Asset Management
Ontario, Canada
$591K – – –
ESB
680
Essex Savings Bank
Connecticut
$590K – – –
WFAG
681
Worth Financial Advisory Group
North Carolina
$587K -$5.48K -34 -0.9%
CFO
682
CVA Family Office
Colorado
$585K – – –
PVI
683
Pine Valley Investments
New Jersey
$583K +$13.5K +84 +2%
JFGIW
684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$30.1K -187 -5%
AWA
685
ARQ Wealth Advisors
Arizona
$577K – – –
AHC
686
Anderson Hoagland & Co
Missouri
$575K – – –
CAM
687
Campion Asset Management
Virginia
$574K -$4.84K -30 -0.8%
BONH
688
Bank of New Hampshire
New Hampshire
$572K – – –
GCM
689
Gallacher Capital Management
Colorado
$571K – – –
CWM
690
C2C Wealth Management
Arizona
$569K – – –
LW
691
Linscomb Wealth
Texas
$567K -$35.1K -218 -6%
PCS
692
Personal CFO Solutions
New Jersey
$565K -$69.5K -431 -11%
AWA
693
Aaron Wealth Advisors
Illinois
$565K – – –
OSAM
694
O'Shaughnessy Asset Management
Connecticut
$563K +$50K +310 +10%
FPW
695
Flagship Private Wealth
Massachusetts
$561K – – –
NAM
696
NTV Asset Management
West Virginia
$560K -$56.4K -350 -9%
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$558K -$212K -1,315 -28%
LA
698
Lynch & Associates
Indiana
$557K -$18.2K -113 -3%
FNBTCON
699
First National Bank & Trust Co of Newtown
Pennsylvania
$555K – – –
KA
700
Klingman & Associates
New York
$554K +$187K +1,161 +51%
26 27
28
29 30