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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
$74.3M
2
Ameriprise
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$652M
4
PWAG
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.78B
2
HNB
Huntington National Bank
Ohio
$154M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
Wells Fargo
California
$1.3B
5
Goldman Sachs
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
751
Diversified Trust
Tennessee
$471K +$63.5K +394 +16%
CWM
752
Cabot Wealth Management
Massachusetts
$471K -$1.94K -12 -0.4%
QC
753
Quent Capital
New York
$462K – – –
CT
754
Cambridge Trust
Massachusetts
$462K -$200K -1,240 -30%
USB
755
Union Savings Bank
Connecticut
$457K +$457K +2,742 New
CW
756
Connectus Wealth
Ohio
$457K +$15K +93 +3%
GWA
757
GGM Wealth Advisors
Maryland
$453K +$453K +2,793 New
LFG
758
Larson Financial Group
Missouri
$453K +$4.84K +30 +1%
RCG
759
Regatta Capital Group
California
$452K +$14.5K +90 +3%
SWM
760
Stockman Wealth Management
Montana
$451K – – –
MSAM
761
Moloney Securities Asset Management
Missouri
$448K -$5.24M -32,519 -92%
OC
762
Oarsman Capital
Wisconsin
$446K +$1.61K +10 +0.4%
4WM
763
4J Wealth Management
Virginia
$445K – – –
National Bank of Canada
764
National Bank of Canada
Quebec, Canada
$441K -$40K -248 -8%
RRWA
765
Rainey & Randall Wealth Advisors
Florida
$439K +$46.4K +288 +12%
BZWA
766
Blue Zone Wealth Advisors
California
$438K -$358K -2,221 -45%
CAM
767
Concorde Asset Management
Michigan
$436K -$30.6K -190 -7%
NA
768
Nordwand Advisors
Pennsylvania
$435K -$52.9K -328 -11%
FPGK
769
Financial Partners Group (Kansas)
Kansas
$435K +$1.8K +11 +0.4%
GCA
770
Gradient Capital Advisors
California
$434K – – –
SHWM
771
Silicon Hills Wealth Management
Texas
$434K – – –
CIAS
772
Capital Investment Advisory Services
North Carolina
$431K -$1.13K -7 -0.3%
DWP
773
Daymark Wealth Partners
Ohio
$429K -$113K -700 -21%
KDA
774
Kraft Davis & Associates
Missouri
$428K +$428K +2,619 New
DSA
775
Davis Selected Advisers
Arizona
$428K +$428K +2,657 New
29 30
31
32 33