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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
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
Varma Mutual Pension Insurance Co
Finland
+$137M
2
Bank of America
Bank of America
North Carolina
+$39.4M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$28.6M
4
SS
Simplicity Solutions
Minnesota
+$17.8M
5
Goldman Sachs
Goldman Sachs
New York
+$15.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$479M
2
HNB
Huntington National Bank
Ohio
-$129M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109M
4
Wells Fargo
Wells Fargo
California
-$64.2M
5
Truist Financial
Truist Financial
North Carolina
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
726
Claro Advisors
Massachusetts
$481K +$25.8K +170 +6%
VC
727
Veracity Capital
Georgia
$479K -$46K -303 -9%
SXL
728
Summit X LLC
Missouri
$478K +$35.8K +236 +8%
WCP
729
Wick Capital Partners
Pennsylvania
$477K -$418K -2,759 -47%
LSIA
730
LaSalle St. Investment Advisors
Illinois
$476K -$652K -4,301 -58%
LWM
731
LJI Wealth Management
Indiana
$475K +$8.5K +56 +2%
JIC
732
Joel Isaacson & Co
New York
$473K +$759 +5 +0.2%
HFS
733
Heritage Financial Services
Massachusetts
$470K – – –
EAMA
734
EFG Asset Management (Americas)
Florida
$469K +$469K +3,091 New
WIA
735
World Investment Advisors
California
$460K -$22.3M -146,921 -98%
NA
736
Nordwand Advisors
Pennsylvania
$460K +$460K +3,028 New
MWAM
737
Manhattan West Asset Management
California
$458K +$458K +3,015 New
HTC
738
Haverford Trust Company
Pennsylvania
$456K +$137K +900 +43%
TTWM
739
TCV Trust & Wealth Management
Virginia
$453K – – –
OPW
740
Oxler Private Wealth
New York
$452K +$1.52K +10 +0.3%
FFS
741
Founders Financial Securities
Maryland
$452K +$4.4K +29 +1%
CPA
742
Cardiff Park Advisors
California
$451K – – –
MS
743
Maven Securities
Jersey
$450K +$450K +2,967 New
AB
744
Atlas Brown
Kentucky
$448K -$26.1K -172 -6%
ZF
745
Zhang Financial
Michigan
$447K +$304 +2 +0.1%
CWM
746
Cabot Wealth Management
Massachusetts
$445K -$11.5K -76 -3%
SDAM
747
Shulman DeMeo Asset Management
New York
$442K +$2.12K +14 +0.5%
CAM
748
Concorde Asset Management
Michigan
$440K -$333K -2,194 -43%
QC
749
Quent Capital
New York
$435K – – –
BWP
750
Baldwin Wealth Partners
Massachusetts
$435K +$10.9K +72 +3%
28 29
30
31 32