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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 %
HTC
801
Haverford Trust Company
Pennsylvania
$388K -$96.7K -600 -20%
LC
802
Lavaca Capital
Texas
$387K – – –
HIIFS
803
Harel Insurance Investments & Financial Services
Israel
$382K – – –
CWS
804
Confluence Wealth Services
Pennsylvania
$380K +$6.45K +40 +2%
FIB
805
First Interstate Bank
Montana
$379K – – –
JAG
806
Journey Advisory Group
Kentucky
$379K -$43K -267 -10%
LJAC
807
L.J. Altfest & Co
New York
$372K +$13.1K +81 +4%
WIA
808
World Investment Advisors
California
$372K -$116K -722 -24%
CL
809
CIM LLC
New York
$370K +$370K +2,298 New
FF
810
Francis Financial
$368K -$36.6K -227 -9%
OCPWS
811
One Charles Private Wealth Services
Massachusetts
$367K -$24.5K -152 -6%
MMM
812
Mendel Money Management
Illinois
$363K – – –
KIA
813
KCM Investment Advisors
California
$361K – – –
WSFS
814
Wilmington Savings Fund Society
Delaware
$360K -$180K -1,118 -33%
TWM
815
Tradition Wealth Management
Minnesota
$360K +$322 +2 +0.1%
BWL
816
Bogart Wealth LLC
Virginia
$359K +$156K +969 +77%
T2I
817
Turim 21 Investimentos
Brazil
$359K – – –
ADL
818
Asset Dedication LLC
California
$358K – – –
AIP
819
Almanack Investment Partners
Pennsylvania
$358K -$22.1K -137 -6%
LWM
820
Laidlaw Wealth Management
New York
$357K +$484 +3 +0.1%
SIC
821
Samalin Investment Counsel
New York
$356K -$45.8K -284 -11%
BWP
822
Baldwin Wealth Partners
Massachusetts
$356K -$106K -659 -23%
EW
823
Enzi Wealth
Texas
$354K -$45.3K -275 -11%
BFA
824
Beaumont Financial Advisors
Massachusetts
$354K -$29.8K -185 -8%
PSP
825
Pacific Sage Partners
Washington
$352K +$352K +2,183 New
31 32
33
34 35