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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 %
LJAC
826
L.J. Altfest & Co
New York
$338K +$1.37K +9 +0.4%
T2I
827
Turim 21 Investimentos
Brazil
$338K – – –
ADL
828
Asset Dedication LLC
California
$337K – – –
LWM
829
Laidlaw Wealth Management
New York
$336K -$72.2K -476 -18%
SAM
830
Silverhawk Asset Management
Arizona
$333K – – –
BFM
831
Boston Financial Management
Massachusetts
$329K – – –
IFWM
832
Institute for Wealth Management
Colorado
$329K – – –
CSWM
833
Cassady Schiller Wealth Management
Ohio
$329K – – –
GWM
834
GDS Wealth Management
Texas
$329K +$8.2K +54 +3%
LS
835
Leelyn Smith
Illinois
$326K +$12.7K +84 +4%
SFG
836
StrategIQ Financial Group
Indiana
$326K +$326K +2,149 New
OCM
837
One Capital Management
California
$326K -$127K -896 -28%
Qube Research & Technologies (QRT)
838
Qube Research & Technologies (QRT)
United Kingdom
$326K -$703K -4,631 -68%
CPIA
839
Cornell Pochily Investment Advisors
New York
$326K +$8.35K +55 +3%
MOS
840
MGO One Seven
Ohio
$325K +$325K +2,143 New
CCM
841
Colorado Capital Management
Colorado
$324K – – –
BMCM
842
Burns Matteson Capital Management
New York
$321K +$321K +2,118 New
EW
843
Element Wealth
Mississippi
$318K – – –
ST
844
Sabal Trust
Florida
$317K – – –
CTFG
845
Capstone Triton Financial Group
Oklahoma
$316K +$61.9K +408 +24%
Manulife (Manufacturers Life Insurance)
846
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K -$6.62M -43,639 -95%
CCA
847
Conservest Capital Advisors
Pennsylvania
$316K +$316K +2,080 New
WQ
848
Wealth Quarterback
New Jersey
$311K -$75.4K -497 -19%
FCH
849
Freestone Capital Holdings
Washington
$311K – – –
IA
850
IFG Advisors
Missouri
$311K +$607 +4 +0.2%
32 33
34
35 36