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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.

New
Increased
Maintained
Reduced
Closed
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)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$73.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.8M
4
PWAG
Polaris Wealth Advisory Group
California
+$20.8M
5
MCWS
McKinley Carter Wealth Services
West Virginia
+$17.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$178M
2
HNB
Huntington National Bank
Ohio
-$145M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$117M
4
Wells Fargo
Wells Fargo
California
-$33.3M
5
Goldman Sachs
Goldman Sachs
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
726
Key Financial Inc
Pennsylvania
$519K +$123K +763 +31%
OAM
727
Oppenheimer Asset Management
New York
$515K +$65.4K +406 +15%
WAM
728
WNY Asset Management
New York
$515K -$11.6K -72 -2%
LWM
729
LJI Wealth Management
Indiana
$514K +$506K +207,503 +6,632%
SSB
730
Sandy Spring Bank
Maryland
$513K -$6.45K -40 -1%
SDAM
731
Shulman DeMeo Asset Management
New York
$510K +$41.4K +257 +9%
SWM
732
SeaCrest Wealth Management
New York
$508K -$50.3K -312 -9%
PI
733
PFG Investments
New York
$507K -$10.5K -65 -2%
WCP
734
Wick Capital Partners
Pennsylvania
$507K – – –
CCWM
735
Cassaday & Co Wealth Management
Virginia
$505K -$471K -2,925 -48%
HFS
736
Heritage Financial Services
Massachusetts
$501K +$1.93K +12 +0.4%
E
737
ETFidea
New York
$500K +$103K +640 +26%
WF
738
Welch & Forbes
Massachusetts
$500K +$80.6K +500 +19%
TW
739
Towerpoint Wealth
California
$495K -$16.4K -102 -3%
APCM
740
Alaska Permanent Capital Management
Alaska
$492K +$492K +3,052 New
FFS
741
Founders Financial Securities
Maryland
$490K +$10.5K +65 +2%
ES
742
Eagle Strategies
New York
$490K +$50.5K +313 +11%
CIAS
743
CFS Investment Advisory Services
New Jersey
$483K +$483K +2,994 New
TTWM
744
TCV Trust & Wealth Management
Virginia
$482K – – –
OPW
745
Oxler Private Wealth
New York
$481K +$1.13K +7 +0.2%
VC
746
Veracity Capital
Georgia
$481K -$27.7K -172 -5%
CPA
747
Cardiff Park Advisors
California
$479K – – –
PTC
748
Private Trust Company
Ohio
$476K -$45.1K -280 -9%
AB
749
Atlas Brown
Kentucky
$475K -$806 -5 -0.2%
SFG
750
StrategIQ Financial Group
Indiana
$473K +$127K +787 +37%
28 29
30
31 32