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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 %
ACP
751
Arcus Capital Partners
Georgia
$431K +$1.97K +13 +0.5%
BWM
752
Blossom Wealth Management
California
$430K +$5.16K +34 +1%
BC
753
Barrett & Company
Rhode Island
$425K +$304 +2 +0.1%
SWM
754
Stockman Wealth Management
Montana
$425K – – –
National Bank of Canada
755
National Bank of Canada
Quebec, Canada
$424K -$67.1K -472 -14%
OAM
756
Oppenheimer Asset Management
New York
$424K +$424K +2,791 New
LFG
757
Larson Financial Group
Missouri
$422K -$16.7K -110 -4%
4WM
758
4J Wealth Management
Virginia
$419K -$7.59K -50 -2%
OC
759
Oarsman Capital
Wisconsin
$419K +$759 +5 +0.2%
SWIG
760
Strategic Wealth Investment Group
Kentucky
$418K +$418K +2,755 New
GSEP
761
Golden State Equity Partners
California
$418K +$418K +2,752 New
CW
762
Connectus Wealth
Ohio
$416K +$304 +2 +0.1%
ES
763
Eagle Strategies
New York
$414K +$414K +2,727 New
GCA
764
Gradient Capital Advisors
California
$409K – – –
SHWM
765
Silicon Hills Wealth Management
Texas
$409K -$231K -1,523 -36%
CIAS
766
Capital Investment Advisory Services
North Carolina
$407K +$1.06K +7 +0.3%
RIA
767
Retirement Investment Advisors
Oklahoma
$403K +$403K +4,304 New
PFBT
768
Parkside Financial Bank & Trust
Missouri
$402K -$1.52K -10 -0.4%
FPGK
769
Financial Partners Group (Kansas)
Kansas
$402K +$911 +6 +0.2%
LWM
770
Liberty Wealth Management
California
$400K +$400K +2,639 New
BMWM
771
Brown Miller Wealth Management
Virginia
$399K +$399K +2,628 New
JAG
772
Journey Advisory Group
Kentucky
$397K -$151K -992 -27%
ST
773
Spinnaker Trust
Maine
$397K -$11.2K -74 -3%
APW
774
Aurora Private Wealth
New Jersey
$396K -$5.01K -33 -1%
CPSAC
775
Chas P. Smith & Associates (CPS)
Florida
$395K -$5.77K -38 -1%
29 30
31
32 33