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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 %
KLI
701
Kelman-Lazarov Inc
Tennessee
$517K – – –
FFA
702
First Foundation Advisors
California
$515K – – –
MHS
703
M Holdings Securities
Oregon
$514K +$217K +1,433 +73%
AA
704
Ancora Advisors
Ohio
$513K +$203K +1,338 +65%
NL
705
Navalign LLC
California
$513K -$137K -902 -21%
DWP
706
Daymark Wealth Partners
Ohio
$510K +$273K +1,800 +115%
WSFS
707
Wilmington Savings Fund Society
Delaware
$509K -$1.06K -7 -0.2%
CGFA
708
Colton Groome Financial Advisors
North Carolina
$507K -$2.58K -17 -0.5%
RDFA
709
Ritter Daniher Financial Advisory
Ohio
$506K -$16.7K -110 -3%
PIA
710
Perennial Investment Advisors
California
$502K – – –
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$501K +$10.5K +69 +2%
CWMGP
712
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$498K +$152 +1 +0%
WAM
713
WNY Asset Management
New York
$496K +$10.9K +72 +2%
DFC
714
DBK Financial Counsel
Ohio
$495K -$20.5K -135 -4%
CPW
715
Catalyst Private Wealth
California
$495K +$83.5K +550 +20%
LSA
716
L & S Advisors
California
$495K -$48K -316 -9%
PFG
717
Pinnacle Financial Group
Illinois
$494K -$16.8K -111 -3%
PTC
718
Private Trust Company
Ohio
$491K -$2.88K -19 -0.6%
BSWA
719
Bromfield Sneider Wealth Advisors
Massachusetts
$489K – – –
SSB
720
Sandy Spring Bank
Maryland
$489K +$91.2K +601 +23%
TI
721
Trexquant Investment
Connecticut
$488K +$488K +3,218 New
CFS
722
CRA Financial Services
New Jersey
$488K +$146K +965 +43%
PI
723
PFG Investments
New York
$488K +$488K +3,213 New
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$483K +$3.79K +25 +0.8%
TW
725
Towerpoint Wealth
California
$482K +$455 +3 +0.1%
27 28
29
30 31