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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 %
PFBT
776
Parkside Financial Bank & Trust
Missouri
$427K – – –
BMWM
777
Brown Miller Wealth Management
Virginia
$424K – – –
ST
778
Spinnaker Trust
Maine
$422K – – –
PWM
779
Perigon Wealth Management
California
$422K +$11K +68 +3%
LWM
780
Liberty Wealth Management
California
$420K -$5.16K -32 -1%
CPSAC
781
Chas P. Smith & Associates (CPS)
Florida
$420K – – –
SAMT
782
Select Asset Management & Trust
Pennsylvania
$418K +$30K +186 +8%
GM
783
Granger Management
New York
$418K – – –
CFA
784
CWS Financial Advisors
Michigan
$417K – – –
CC
785
Chicago Capital
Illinois
$416K – – –
EWM
786
Executive Wealth Management
Michigan
$414K +$161 +1 +0%
FNT
787
First National Trust
Pennsylvania
$411K +$120K +744 +41%
IRAG
788
Investment Research & Advisory Group
Georgia
$410K – – –
Kovitz Investment Group Partners
789
Kovitz Investment Group Partners
Illinois
$405K -$12M -74,281 -97%
SSW
790
Stone Summit Wealth
Florida
$405K – – –
BCP
791
Blue Chip Partners
Michigan
$404K -$9.83K -61 -2%
HNWAG
792
High Net Worth Advisory Group
Florida
$403K – – –
SVCP
793
Silicon Valley Capital Partners
California
$402K +$1.45K +9 +0.4%
AIS
794
American Investment Services
Massachusetts
$400K -$37.7K -234 -9%
CFAM
795
Center For Asset Management
Florida
$399K -$6.77K -42 -2%
VWA
796
Visionary Wealth Advisors
Illinois
$398K – – –
PIAS
797
PCA Investment Advisory Services
Ohio
$397K -$5.48K -34 -1%
EPA
798
Element Pointe Advisors
Florida
$393K – – –
Empower Advisory Group
799
Empower Advisory Group
Colorado
$393K -$8.38K -52 -2%
EI
800
Ellevest Inc
New York
$391K -$5.32K -33 -1%
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