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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.2%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$93.1M
2
CAN
2
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
3
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$47.7M
5
GS
5
GTS Securities
New York
$45.3M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
Wells Fargo
2
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B
4
LWM
4
LJI Wealth Management
Indiana
$498K
5
V
5
Veritable
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$47.7M 379,169 +355,670 +1,514%
Financial Engines Advisors
52
Financial Engines Advisors
California
$47.2M 305,232 -19,323 -6%
CC
53
Courier Capital
New York
$46.6M 302,884 -5,400 -2%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$46.2M 300,412 +2,866 +1%
GS
55
GTS Securities
New York
$45.3M 294,758 +289,896 +5,962%
PFM
56
Phillips Financial Management
Indiana
$44.6M 290,232 -8,252 -3%
PWM
57
Praetorian Wealth Management
California
$43.6M 283,325 +25,252 +10%
PA
58
Probity Advisors
Texas
$43.5M 282,894 -8,022 -3%
HF
59
Halpern Financial
Virginia
$43.3M 281,683 -820 -0.3%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$42.3M 274,753 -3,680 -1%
KOC
61
Koss-Olinger Consulting
Florida
$42.2M 274,103 +1,950 +0.7%
BMM
62
Berkshire Money Management
Massachusetts
$41.6M 270,207 +35,678 +15%
FRA
63
Frank Rimerman Advisors
California
$41.5M 269,955 – –
EH
64
Equitable Holdings
New York
$40.7M 264,303 -92,282 -26%
KeyBank National Association
65
KeyBank National Association
Ohio
$39.8M 258,594 -1,745 -0.7%
LL
66
LPWM LLC
Minnesota
$39M 254,891 +4,087 +2%
PWAG
67
Polaris Wealth Advisory Group
California
$38.8M 252,298 -16,193 -6%
CA
68
Cetera Advisors
Colorado
$36.4M 236,461 -108,725 -31%
MGIA
69
Moneta Group Investment Advisors
Missouri
$35.7M 232,353 +13,225 +6%
VMPIC
70
Varma Mutual Pension Insurance Co
Finland
$35.5M 230,850 – –
1IA
71
1834 Investment Advisors
Wisconsin
$35.5M 230,830 -9,668 -4%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$35.2M 228,732 +12,535 +6%
EW
73
Evoke Wealth
California
$33.9M 219,068 +51,195 +30%
CI
74
CX Institutional
Indiana
$31.6M 205,656 +74,341 +57%
SMC
75
Smith, Moore & Co
Missouri
$31.5M 204,793 +41,549 +25%
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