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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 %
IFA
851
Interactive Financial Advisors
Illinois
$324K -$80.1K -497 -20%
BMCM
852
Burns Matteson Capital Management
New York
$322K -$19K -118 -6%
GWM
853
Gray Wealth Management
Maine
$322K – – –
GIA
854
Goodwin Investment Advisory
Georgia
$322K -$5.64K -35 -2%
HNWA
855
Henrickson Nauta Wealth Advisors
Michigan
$322K – – –
PSIWM
856
Paradigm Strategies in Wealth Management
Minnesota
$319K – – –
MFA
857
Millington Financial Advisors
Illinois
$319K +$1.13K +7 +0.4%
IIC
858
Ironwood Investment Counsel
Arizona
$318K +$64K +397 +25%
AWA
859
Acorn Wealth Advisors
Michigan
$317K +$322 +2 +0.1%
CAG
860
Curtis Advisory Group
California
$317K – – –
CMP
861
Courage Miller Partners
Virginia
$316K -$161 -1 -0.1%
TSS
862
Two Sigma Securities
New York
$315K -$385K -2,388 -55%
PA
863
PFG Advisors
Arizona
$315K -$84.8K -526 -21%
MFG
864
Merit Financial Group
Georgia
$314K -$65.8K -408 -17%
Vanguard Group
865
Vanguard Group
Pennsylvania
$313K +$313K +1,944 New
MYIA
866
Mount Yale Investment Advisors
Colorado
$313K – – –
FNBOSM
867
First National Bank of South Miami
Florida
$313K -$14.3K -89 -4%
Neuberger Berman Group
868
Neuberger Berman Group
New York
$313K +$31.9K +198 +11%
PWP
869
Perfromance Wealth Partners
Illinois
$312K – – –
NRC
870
New Republic Capital
North Carolina
$311K – – –
AF
871
Affiance Financial
Minnesota
$309K – – –
PIM
872
Progressive Investment Management
Oregon
$306K – – –
FLPIM
873
F.L. Putnam Investment Management
Massachusetts
$304K +$304K +1,884 New
SWP
874
ShoreHaven Wealth Partners
New Jersey
$303K -$9.67K -60 -3%
OCM
875
One Capital Management
California
$303K -$66.4K -412 -18%
33 34
35
36 37