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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
$74.3M
2
Ameriprise
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$652M
4
PWAG
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.78B
2
HNB
Huntington National Bank
Ohio
$154M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
Wells Fargo
California
$1.3B
5
Goldman Sachs
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
701
Carnegie Investment Counsel
Ohio
$552K -$16.1K -100 -3%
PL
702
Plancorp LLC
Missouri
$551K – – –
AA
703
Ancora Advisors
Ohio
$549K +$4.35K +27 +0.8%
WCG
704
Weaver Consulting Group
California
$549K -$115K -714 -17%
KLI
705
Kelman-Lazarov Inc
Tennessee
$549K – – –
CA
706
Claro Advisors
Massachusetts
$546K +$35.8K +222 +7%
NL
707
Navalign LLC
California
$545K – – –
IA
708
Insight Advisors
Pennsylvania
$541K -$16.4K -102 -3%
EAMA
709
EFG Asset Management (Americas)
Florida
$541K +$42.7K +265 +9%
ECI
710
EFG Capital International
Florida
$541K +$541K +3,356 New
CFS
711
CRA Financial Services
New Jersey
$540K +$21.3K +132 +4%
RDFA
712
Ritter Daniher Financial Advisory
Ohio
$537K – – –
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$534K +$1.93K +12 +0.4%
PIA
714
Perennial Investment Advisors
California
$534K – – –
AWA
715
Arkadios Wealth Advisors
Georgia
$529K -$54.5K -338 -9%
CWMGP
716
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K – – –
CGFA
717
Colton Groome Financial Advisors
North Carolina
$528K -$10.8K -67 -2%
WWM
718
Windsor Wealth Management
Indiana
$528K -$85.2K -528 -14%
DFC
719
DBK Financial Counsel
Ohio
$526K – – –
LSA
720
L & S Advisors
California
$526K – – –
CPW
721
Catalyst Private Wealth
California
$525K -$1.13K -7 -0.2%
PFG
722
Pinnacle Financial Group
Illinois
$525K – – –
IWN
723
Independent Wealth Network
Iowa
$521K +$521K +3,231 New
BSWA
724
Bromfield Sneider Wealth Advisors
Massachusetts
$519K – – –
JIC
725
Joel Isaacson & Co
New York
$519K +$15.8K +98 +3%
27 28
29
30 31