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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
1
Charles Schwab
California
$93.1M
2
CAN
2
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
3
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$47.7M
5
GS
5
GTS Securities
New York
$45.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$138M
2
Wells Fargo
2
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B
4
LWM
4
LJI Wealth Management
Indiana
$498K
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
851
Riverwater Partners
Wisconsin
$321K +$321K +2,084 New
CCA
852
Conservest Capital Advisors
Pennsylvania
$320K – – –
CTFG
853
Capstone Triton Financial Group
Oklahoma
$319K – – –
TSWM
854
Tyler-Stone Wealth Management
Ohio
$318K – – –
FF
855
Francis Financial
$318K -$33.2K -216 -9%
CI
856
Conning Inc
Connecticut
$317K -$2.14M -13,939 -87%
DWP
857
Daymark Wealth Partners
Ohio
$316K -$93.4K -607 -23%
IA
858
IFG Advisors
Missouri
$315K – – –
NAS
859
Nicolet Advisory Services
Wisconsin
$315K – – –
Neuberger Berman Group
860
Neuberger Berman Group
New York
$312K +$13.5K +88 +5%
GWM
861
GDS Wealth Management
Texas
$310K -$6.92K -45 -2%
HCM
862
HMS Capital Management
Tennessee
$310K – – –
FLPIM
863
F.L. Putnam Investment Management
Massachusetts
$309K +$19.5K +127 +7%
HNWA
864
Henrickson Nauta Wealth Advisors
Michigan
$309K – – –
VDI
865
Vaughan David Investments
Illinois
$309K -$1.54K -10 -0.5%
GWM
866
Gray Wealth Management
Maine
$308K – – –
GIA
867
Goodwin Investment Advisory
Georgia
$308K – – –
CFS
868
Commonwealth Financial Services
West Virginia
$305K +$305K +1,983 New
PSIWM
869
Paradigm Strategies in Wealth Management
Minnesota
$305K – – –
MFA
870
Millington Financial Advisors
Illinois
$305K – – –
IFA
871
Interactive Financial Advisors
Illinois
$304K -$5.69K -37 -2%
BFM
872
Boston Financial Management
Massachusetts
$303K -$30.8K -200 -9%
AWA
873
Acorn Wealth Advisors
Michigan
$302K – – –
CAG
874
Curtis Advisory Group
California
$302K – – –
EE
875
EWG Elevate
California
$300K -$2.89M -18,760 -91%
33 34
35
36 37