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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 %
LC
876
LCNB Corp
Ohio
$290K – – –
PIM
877
Progressive Investment Management
Oregon
$288K – – –
RT
878
Rockland Trust
Massachusetts
$287K +$287K +1,892 New
OBWG
879
Onyx Bridge Wealth Group
New York
$287K -$11.4K -75 -4%
CCA
880
Cottonwood Capital Advisors
Utah
$286K -$1.06K -7 -0.4%
MA
881
MONECO Advisors
Connecticut
$286K +$152 +1 +0.1%
Capstone Investment Advisors
882
Capstone Investment Advisors
New York
$286K +$286K +1,882 New
RMCM
883
Reynders McVeigh Capital Management
Massachusetts
$285K +$12.1K +80 +4%
CTB
884
Country Trust Bank
Illinois
$285K – – –
FA
885
Faithward Advisors
Pennsylvania
$281K +$92.7K +613 +49%
GIA
886
Guyasuta Investment Advisors
Pennsylvania
$280K – – –
ONST
887
Old North State Trust
North Carolina
$279K – – –
WJWM
888
Williams Jones Wealth Management
New York
$278K – – –
BWP
889
Balboa Wealth Partners
Arizona
$277K -$756K -4,984 -73%
SFWC
890
Strategic Family Wealth Counselors
New Jersey
$276K -$394K -2,594 -59%
PIFP
891
Partners in Financial Planning
Virginia
$276K +$455 +3 +0.2%
SW
892
SteelPeak Wealth
California
$276K -$46K -303 -14%
FNT
893
First National Trust
Pennsylvania
$274K – – –
STCOSD
894
Sageworth Trust Company of South Dakota
South Dakota
$273K – – –
PCH
895
PGIM Custom Harvest
New Jersey
$271K +$271K +1,789 New
LP
896
LGL Partners
Pennsylvania
$271K +$1.21K +8 +0.4%
WW
897
Westshore Wealth
California
$269K +$1.21K +8 +0.5%
MC
898
Moors & Cabot
Massachusetts
$268K +$268K +1,763 New
Neuberger Berman Group
899
Neuberger Berman Group
New York
$264K – – –
NOI
900
Newton One Investments
Delaware
$263K +$1.21K +8 +0.5%
34 35
36
37 38