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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 %
WF
776
Welch & Forbes
Massachusetts
$395K – – –
AIS
777
American Investment Services
Massachusetts
$394K – – –
RCG
778
Regatta Capital Group
California
$394K – – –
GM
779
Granger Management
New York
$393K -$153K -1,010 -28%
CFA
780
CWS Financial Advisors
Michigan
$393K – – –
CC
781
Chicago Capital
Illinois
$392K -$416K -2,740 -52%
BCP
782
Blue Chip Partners
Michigan
$390K -$49K -323 -11%
DC
783
Davenport & Co
Virginia
$390K +$2.73K +18 +0.7%
EWM
784
Executive Wealth Management
Michigan
$389K -$200K -1,316 -34%
PWM
785
Perigon Wealth Management
California
$387K +$8.8K +58 +2%
IRAG
786
Investment Research & Advisory Group
Georgia
$386K – – –
DT
787
Diversified Trust
Tennessee
$384K +$87.4K +576 +29%
CFAM
788
Center For Asset Management
Florida
$382K +$6.22K +41 +2%
SSW
789
Stone Summit Wealth
Florida
$381K – – –
FF
790
Francis Financial
$381K -$21.2K -140 -5%
IFA
791
Interactive Financial Advisors
Illinois
$381K -$6.83K -45 -2%
WA
792
Waverly Advisors
Alabama
$380K +$1.52K +10 +0.4%
HNWAG
793
High Net Worth Advisory Group
Florida
$379K – – –
PIAS
794
PCA Investment Advisory Services
Ohio
$379K +$379K +2,497 New
SIC
795
Samalin Investment Counsel
New York
$379K +$56.1K +370 +17%
Empower Advisory Group
796
Empower Advisory Group
Colorado
$378K +$378K +2,490 New
SVCP
797
Silicon Valley Capital Partners
California
$377K +$377K +2,484 New
PA
798
PFG Advisors
Arizona
$377K -$25.2K -166 -6%
VWA
799
Visionary Wealth Advisors
Illinois
$375K – – –
E
800
ETFidea
New York
$373K – – –
30 31
32
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