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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
2
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
4
Calamos Wealth Management
Illinois
$82.2M
5
UFF
5
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$359M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.03M
3
GS
3
GTS Securities
New York
$0
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
51
Praetorian Wealth Management
California
$52.3M 300,838 +17,513 +6%
CC
52
Courier Capital
New York
$52.3M 300,799 -2,085 -0.7%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$52.2M 300,266 +25,513 +9%
MWM
54
Modern Wealth Management
Kansas
$52M 298,827 +298,827 New
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$51.9M 298,328 -2,084 -0.7%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$51.2M 293,704 -18,701 -6%
Financial Engines Advisors
57
Financial Engines Advisors
California
$50.2M 288,780 -16,452 -5%
PFM
58
Phillips Financial Management
Indiana
$49.3M 283,770 -6,462 -2%
KOC
59
Koss-Olinger Consulting
Florida
$49M 281,589 +7,486 +3%
SL
60
Salomon & Ludwin
Virginia
$48.4M 315,259 – –
FRA
61
Frank Rimerman Advisors
California
$46.9M 269,955 – –
PA
62
Probity Advisors
Texas
$46.5M 267,607 -15,287 -5%
KeyBank National Association
63
KeyBank National Association
Ohio
$46.4M 266,875 +8,281 +3%
HF
64
Halpern Financial
Virginia
$46.2M 266,414 -15,269 -5%
LL
65
LPWM LLC
Minnesota
$45.7M 263,188 +8,297 +3%
CA
66
Cetera Advisors
Colorado
$45.7M 262,635 +26,174 +11%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$45.1M 259,441 -56,336 -18%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$44M 253,041 +24,309 +11%
AWM
69
AE Wealth Management
Kansas
$43.8M 251,035 +210,689 +522%
MGIA
70
Moneta Group Investment Advisors
Missouri
$40.5M 233,173 +820 +0.4%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$39.7M 228,145 +41,044 +22%
EH
72
Equitable Holdings
New York
$39.5M 227,335 -36,968 -14%
1IA
73
1834 Investment Advisors
Wisconsin
$39.2M 225,539 -5,291 -2%
RFC
74
Regions Financial Corp
Alabama
$36.9M 212,441 +16,668 +9%
SMC
75
Smith, Moore & Co
Missouri
$34.9M 200,615 -4,178 -2%
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