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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 %
SAMT
826
Select Asset Management & Trust
Pennsylvania
$349K -$50.1K -325 -13%
AIS
827
American Investment Services
Massachusetts
$346K -$35.8K -233 -9%
KIA
828
KCM Investment Advisors
California
$344K – – –
TWM
829
Tradition Wealth Management
Minnesota
$344K +$461 +3 +0.1%
T2I
830
Turim 21 Investimentos
Brazil
$343K – – –
BWP
831
Baldwin Wealth Partners
Massachusetts
$340K – – –
Kovitz Investment Group Partners
832
Kovitz Investment Group Partners
Illinois
$339K -$48K -312 -12%
BFA
833
Beaumont Financial Advisors
Massachusetts
$338K – – –
PSP
834
Pacific Sage Partners
Washington
$336K – – –
FNBTCON
835
First National Bank & Trust Co of Newtown
Pennsylvania
$335K -$195K -1,268 -37%
WSFS
836
Wilmington Savings Fund Society
Delaware
$335K -$8.77K -57 -3%
CFAM
837
Center For Asset Management
Florida
$334K -$46.6K -303 -12%
IFWM
838
Institute for Wealth Management
Colorado
$334K – – –
AFG
839
AFS Financial Group
Maryland
$333K – – –
CSWM
840
Cassady Schiller Wealth Management
Ohio
$333K – – –
SIC
841
Samalin Investment Counsel
New York
$333K -$7.69K -50 -2%
ADL
842
Asset Dedication LLC
California
$332K -$10.2K -66 -3%
MMM
843
Mendel Money Management
Illinois
$332K -$15.4K -100 -4%
EW
844
Enzi Wealth
Texas
$330K – – –
CPIA
845
Cornell Pochily Investment Advisors
New York
$330K – – –
MOS
846
MGO One Seven
Ohio
$329K +$1.08K +7 +0.3%
CCM
847
Colorado Capital Management
Colorado
$328K – – –
PWA
848
Peterson Wealth Advisors
Utah
$327K -$769 -5 -0.2%
LS
849
Leelyn Smith
Illinois
$324K – – –
ST
850
Sabal Trust
Florida
$322K – – –
32 33
34
35 36