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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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
876
Reynders McVeigh Capital Management
Massachusetts
$303K – – –
CTB
877
Country Trust Bank
Illinois
$303K – – –
MMPW
878
Mitchell McLeod Pugh & Williams
Alabama
$302K +$302K +1,871 New
OBWG
879
Onyx Bridge Wealth Group
New York
$301K -$3.22K -20 -1%
WQ
880
Wealth Quarterback
New Jersey
$301K -$30.1K -187 -9%
PIFP
881
Partners in Financial Planning
Virginia
$300K +$6.77K +42 +2%
CCA
882
Cottonwood Capital Advisors
Utah
$299K -$5.48K -34 -2%
MC
883
Mathes Company
New York
$298K +$298K +1,850 New
GIA
884
Guyasuta Investment Advisors
Pennsylvania
$297K – – –
ONST
885
Old North State Trust
North Carolina
$296K – – –
SFWC
886
Strategic Family Wealth Counselors
New Jersey
$294K – – –
ECM
887
Evergreen Capital Management
Washington
$290K +$58.5K +363 +25%
STCOSD
888
Sageworth Trust Company of South Dakota
South Dakota
$289K – – –
LP
889
LGL Partners
Pennsylvania
$289K +$967 +6 +0.3%
WW
890
Westshore Wealth
California
$287K +$967 +6 +0.3%
TCM
891
Triumph Capital Management
Colorado
$284K +$284K +1,763 New
CP
892
Coho Partners
Pennsylvania
$282K +$282K +1,750 New
NOI
893
Newton One Investments
Delaware
$281K +$967 +6 +0.3%
MCP
894
Mirador Capital Partners
California
$280K -$29.2K -181 -9%
WAG
895
Winthrop Advisory Group
Massachusetts
$279K -$50.5K -313 -15%
SFFS
896
Stonehage Fleming Financial Services
Jersey
$278K +$77.4K +480 +39%
Jane Street
897
Jane Street
New York
$277K -$4.41M -27,347 -94%
LC
898
LCNB Corp
Ohio
$277K -$31.1K -193 -10%
BSB
899
Bangor Savings Bank
Maine
$277K – – –
PWMAG
900
Pinnacle Wealth Management Advisory Group
New Jersey
$276K – – –
34 35
36
37 38