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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 %
BFM
826
Boston Financial Management
Massachusetts
$350K – – –
IFWM
827
Institute for Wealth Management
Colorado
$349K – – –
AFG
828
AFS Financial Group
Maryland
$349K +$349K +2,167 New
CSWM
829
Cassady Schiller Wealth Management
Ohio
$349K – – –
SW
830
SteelPeak Wealth
California
$348K +$54.6K +339 +19%
EW
831
Element Wealth
Mississippi
$348K +$9.99K +62 +3%
CPIA
832
Cornell Pochily Investment Advisors
New York
$346K – – –
PWA
833
Peterson Wealth Advisors
Utah
$344K -$21.6K -134 -6%
MOS
834
MGO One Seven
Ohio
$344K -$1.77K -11 -0.5%
CCM
835
Colorado Capital Management
Colorado
$343K – – –
LS
836
Leelyn Smith
Illinois
$340K -$6.77K -42 -2%
ST
837
Sabal Trust
Florida
$337K – – –
CCA
838
Conservest Capital Advisors
Pennsylvania
$335K – – –
CTFG
839
Capstone Triton Financial Group
Oklahoma
$334K -$1.29K -8 -0.4%
TSWM
840
Tyler-Stone Wealth Management
Ohio
$333K +$333K +2,068 New
GWM
841
GDS Wealth Management
Texas
$333K -$16.4K -102 -5%
NAS
842
Nicolet Advisory Services
Wisconsin
$332K +$332K +2,076 New
CFO
843
Custos Family Office
Texas
$331K +$331K +2,053 New
IA
844
IFG Advisors
Missouri
$330K +$322 +2 +0.1%
FCH
845
Freestone Capital Holdings
Washington
$330K – – –
DC
846
Davenport & Co
Virginia
$330K -$83.8K -520 -20%
BP
847
Ballentine Partners
Massachusetts
$330K – – –
TCA
848
Transcend Capital Advisors
New Jersey
$325K +$58.7K +364 +22%
VDI
849
Vaughan David Investments
Illinois
$325K -$1.61K -10 -0.5%
HCM
850
HMS Capital Management
Tennessee
$325K +$14.3K +89 +5%
32 33
34
35 36