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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.19%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$93.1M
2
CAN
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
$47.7M
5
GS
GTS Securities
New York
$45.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$138M
2
Wells Fargo
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B
4
LWM
LJI Wealth Management
Indiana
$498K
5
Ameriprise
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
801
Visionary Wealth Advisors
Illinois
$380K – – –
CPSAC
802
Chas P. Smith & Associates (CPS)
Florida
$380K -$20K -130 -5%
CT
803
Cambridge Trust
Massachusetts
$377K -$64.3K -418 -15%
EPA
804
Element Pointe Advisors
Florida
$375K – – –
HTC
805
Haverford Trust Company
Pennsylvania
$370K – – –
LC
806
Lavaca Capital
Texas
$369K – – –
RMCM
807
Reynders McVeigh Capital Management
Massachusetts
$368K +$79.4K +516 +27%
EC
808
Estate Counselors
Wisconsin
$365K +$365K +2,370 New
BZWA
809
Blue Zone Wealth Advisors
California
$365K -$53.2K -346 -13%
HIIFS
810
Harel Insurance Investments & Financial Services
Israel
$364K – – –
Capstone Investment Advisors
811
Capstone Investment Advisors
New York
$364K -$753K -4,896 -67%
CWS
812
Confluence Wealth Services
Pennsylvania
$363K – – –
BW
813
BIP Wealth
Georgia
$363K +$363K +2,358 New
ECM
814
Evergreen Capital Management
Washington
$362K +$83.7K +541 +30%
FIB
815
First Interstate Bank
Montana
$362K – – –
JAG
816
Journey Advisory Group
Kentucky
$361K – – –
RCG
817
Regatta Capital Group
California
$361K -$70.2K -456 -16%
LJAC
818
L.J. Altfest & Co
New York
$358K +$3.38K +22 +1%
SW
819
SteelPeak Wealth
California
$357K +$23.4K +151 +7%
NS
820
NBC Securities
Alabama
$352K +$352K +2,292 New
EW
821
Element Wealth
Mississippi
$351K +$19.4K +126 +6%
SOS
822
Silver Oak Securities
Tennessee
$351K +$351K +2,280 New
OCPWS
823
One Charles Private Wealth Services
Massachusetts
$350K – – –
FFS
824
Founders Financial Securities
Maryland
$350K -$118K -765 -25%
PWM
825
Perigon Wealth Management
California
$350K -$52.3K -340 -13%
31 32
33
34 35