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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 %
EI
801
Ellevest Inc
New York
$373K +$5.01K +33 +1%
EW
802
Enzi Wealth
Texas
$373K -$66.8K -435 -15%
KFI
803
Key Financial Inc
Pennsylvania
$372K +$59.5K +392 +19%
EPA
804
Element Pointe Advisors
Florida
$370K – – –
RRWA
805
Rainey & Randall Wealth Advisors
Florida
$370K +$31.6K +208 +9%
OCPWS
806
One Charles Private Wealth Services
Massachusetts
$369K – – –
SFS
807
Sowell Financial Services
Arkansas
$366K +$366K +2,414 New
SAMT
808
Select Asset Management & Trust
Pennsylvania
$365K +$365K +2,405 New
LC
809
Lavaca Capital
Texas
$364K – – –
BFA
810
Beaumont Financial Advisors
Massachusetts
$361K -$5.31K -35 -1%
MIFH
811
Migdal Insurance & Financial Holdings
Israel
$359K +$132K +880 +58%
BBWP
812
Beacon Bridge Wealth Partners
Pennsylvania
$358K -$201K -1,322 -36%
HIIFS
813
Harel Insurance Investments & Financial Services
Israel
$358K – – –
MFG
814
Merit Financial Group
Georgia
$358K +$455 +3 +0.1%
AIP
815
Almanack Investment Partners
Pennsylvania
$358K -$76K -501 -18%
FIB
816
First Interstate Bank
Montana
$357K -$22.6K -149 -6%
YCM
817
Yousif Capital Management
Michigan
$355K +$355K +2,338 New
CWS
818
Confluence Wealth Services
Pennsylvania
$352K -$14.7K -97 -4%
CWM
819
Chesapeake Wealth Management
Virginia
$351K – – –
UAS
820
United Asset Strategies
New York
$350K -$3M -42,041 -90%
KA
821
Klingman & Associates
New York
$346K +$4.1K +27 +1%
PWA
822
Peterson Wealth Advisors
Utah
$344K – – –
MMM
823
Mendel Money Management
Illinois
$342K – – –
KIA
824
KCM Investment Advisors
California
$340K – – –
TWM
825
Tradition Wealth Management
Minnesota
$339K +$304 +2 +0.1%
31 32
33
34 35