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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.

Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
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
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$591M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Truist Financial
4
Truist Financial
North Carolina
$32.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
HF
51
Halpern Financial
Virginia
$41.4M 272,735 -1,965 -0.7%
FRA
52
Frank Rimerman Advisors
California
$41M 269,955 – –
KOC
53
Koss-Olinger Consulting
Florida
$40.3M 265,718 +21,355 +9%
KeyBank National Association
54
KeyBank National Association
Ohio
$40.3M 265,687 -4,277 -2%
PWM
55
Praetorian Wealth Management
California
$38.5M 253,861 +6,599 +3%
LL
56
LPWM LLC
Minnesota
$37.8M 249,212 +6,275 +3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$37.7M 248,479 -105,993 -30%
1IA
58
1834 Investment Advisors
Wisconsin
$37.6M 247,539 -3,069 -1%
RVPG
59
Relative Value Partners Group
$36.5M 240,577 -21,142 -8%
BMM
60
Berkshire Money Management
Massachusetts
$35.6M 234,299 +30,475 +15%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$34.9M 229,928 +40,252 +21%
Truist Financial
62
Truist Financial
North Carolina
$32.4M 213,348 -346,883 -62%
KAS
63
Kestra Advisory Services
Texas
$32.1M 211,558 -106,319 -33%
UCFA
64
United Capital Financial Advisors
Texas
$31.9M 210,060 -19,759 -9%
BAAM
65
Baker Avenue Asset Management
California
$31.4M 206,885 -1,221 -0.6%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$28.8M 161,157 -4,997 -3%
MGIA
67
Moneta Group Investment Advisors
Missouri
$27.1M 178,558 +60,385 +51%
GT
68
Greenleaf Trust
Michigan
$26.9M 177,371 -2,904 -2%
FLA
69
Financial Life Advisors
Texas
$26.6M 175,008 +9,232 +6%
RFC
70
Regions Financial Corp
Alabama
$26.4M 173,857 -3,238 -2%
AIP
71
Ameritas Investment Partners
Nebraska
$26.4M 173,836 -4,978 -3%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$26.1M 172,284 -819 -0.5%
NSIM
73
North Star Investment Management
Illinois
$25.8M 169,979 +15,280 +10%
EW
74
Evoke Wealth
California
$25.7M 169,416 -32,709 -16%
PSCM
75
Per Stirling Capital Management
Texas
$25.6M 168,382 -28,451 -14%
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