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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 %
WAG
851
Winthrop Advisory Group
Massachusetts
$311K -$1.06K -7 -0.3%
BP
852
Ballentine Partners
Massachusetts
$311K -$4.55K -30 -1%
GIA
853
Goodwin Investment Advisory
Georgia
$309K -$5.46K -36 -2%
VDI
854
Vaughan David Investments
Illinois
$308K -$9.87K -65 -3%
FNBOSM
855
First National Bank of South Miami
Florida
$308K -$24K -158 -7%
WPWM
856
Western Pacific Wealth Management
Illinois
$306K – – –
BIM
857
Baldwin Investment Management
Pennsylvania
$304K – – –
GWM
858
Gray Wealth Management
Maine
$304K – – –
HNWA
859
Henrickson Nauta Wealth Advisors
Michigan
$303K – – –
PSIWM
860
Paradigm Strategies in Wealth Management
Minnesota
$301K – – –
MFA
861
Millington Financial Advisors
Illinois
$299K +$1.37K +9 +0.5%
VAFP
862
Vahanian & Associates Financial Planning
New York
$299K -$7.89K -52 -3%
CAG
863
Curtis Advisory Group
California
$298K – – –
AWA
864
Acorn Wealth Advisors
Michigan
$298K +$607 +4 +0.2%
CMP
865
Courage Miller Partners
Virginia
$297K -$2.43K -16 -0.8%
WPC
866
Wedmont Private Capital
Pennsylvania
$297K +$297K +1,963 New
SWP
867
ShoreHaven Wealth Partners
New Jersey
$295K -$103K -679 -26%
MYIA
868
Mount Yale Investment Advisors
Colorado
$295K +$66.5K +438 +29%
PWP
869
Perfromance Wealth Partners
Illinois
$294K – – –
PVI
870
Pine Valley Investments
New Jersey
$293K +$293K +3,533 New
NRC
871
New Republic Capital
North Carolina
$293K +$103K +676 +54%
HCM
872
HMS Capital Management
Tennessee
$292K -$63.9K -421 -18%
3LCM
873
3D/L Capital Management
Connecticut
$292K -$234K -1,544 -45%
AF
874
Affiance Financial
Minnesota
$291K -$447K -2,947 -61%
MCP
875
Mirador Capital Partners
California
$291K +$291K +1,915 New
33 34
35
36 37