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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.

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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
PA
2
Probity Advisors
Texas
$46.9M
3
Ameriprise
3
Ameriprise
Minnesota
$431M
4
QS
4
Quantitative Strategies
California
$28.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$652M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$37.2M
3
Wells Fargo
3
Wells Fargo
California
$1.3B
4
Goldman Sachs
4
Goldman Sachs
New York
$492M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$48.1M 298,484 -38,044 -11%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$48M 297,546 -6,404 -2%
PA
53
Probity Advisors
Texas
$46.9M 290,916 +290,916 New
HF
54
Halpern Financial
Virginia
$45.5M 282,503 +9,768 +4%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$44.9M 278,433 -1,011 -0.4%
KOC
56
Koss-Olinger Consulting
Florida
$43.9M 272,153 +6,435 +2%
FRA
57
Frank Rimerman Advisors
California
$43.5M 269,955 – –
PWAG
58
Polaris Wealth Advisory Group
California
$43.3M 268,491 +129,065 +93%
KeyBank National Association
59
KeyBank National Association
Ohio
$42M 260,339 -5,348 -2%
PWM
60
Praetorian Wealth Management
California
$41.6M 258,073 +4,212 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$41.2M 255,353 +6,874 +3%
LL
62
LPWM LLC
Minnesota
$40.5M 250,804 +1,592 +0.6%
1IA
63
1834 Investment Advisors
Wisconsin
$38.8M 240,498 -7,041 -3%
RVPG
64
Relative Value Partners Group
$37.9M 235,187 -5,390 -2%
BMM
65
Berkshire Money Management
Massachusetts
$37.8M 234,529 +230 +0.1%
VMPIC
66
Varma Mutual Pension Insurance Co
Finland
$37.2M 230,850 -724,609 -76%
MGIA
67
Moneta Group Investment Advisors
Missouri
$35.3M 219,128 +40,570 +23%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$34.8M 216,197 -13,731 -6%
TWC
69
TD Waterhouse Canada
Ontario, Canada
$33.2M 164,320 +3,163 +2%
Truist Financial
70
Truist Financial
North Carolina
$32.6M 202,360 -10,988 -5%
UCFA
71
United Capital Financial Advisors
Texas
$32.4M 201,255 -8,805 -4%
RFC
72
Regions Financial Corp
Alabama
$31.8M 197,452 +23,595 +14%
WIM
73
Warwick Investment Management
Texas
$28.7M 178,250 +82,558 +86%
QS
74
Quantitative Strategies
California
$28.7M 178,216 +178,216 New
FLA
75
Financial Life Advisors
Texas
$28.6M 177,239 +2,231 +1%
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