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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 %
BSB
901
Bangor Savings Bank
Maine
$261K – – –
PWMAG
902
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$260K +1,715 New
GLR
903
Great Lakes Retirement
Ohio
$259K – – –
TL
904
Tradewinds LLC
North Carolina
$259K +$259K +1,705 New
WTB
905
Washington Trust Bank
Washington
$258K -$253K -1,666 -49%
CIA
906
Capital Investment Advisors
Georgia
$257K -$63K -415 -20%
AP
907
Appleton Partners
Massachusetts
$256K – – –
RMDI
908
R.M. Davis Inc
Maine
$253K – – –
CCA
909
Column Capital Advisors
Indiana
$253K – – –
PWA
910
Physician Wealth Advisors
Utah
$253K -$43.2K -281 -15%
GWM
911
Greenhouse Wealth Management
Connecticut
$253K – – –
TCA
912
Transcend Capital Advisors
New Jersey
$251K -$8.35K -55 -3%
W
913
Wealthquest
Ohio
$251K – – –
WA1
914
Wimmer Associates 1
California
$250K – – –
NWA
915
Navis Wealth Advisors
New York
$249K -$1.15M -7,563 -82%
CHC
916
City Holding Co
West Virginia
$247K – – –
BFA
917
BMS Financial Advisors
South Dakota
$245K +$245K +1,617 New
UL
918
Unionview LLC
Washington
$244K +$1.21K +8 +0.5%
WAOTB
919
Wealth Advisors of Tampa Bay
Florida
$243K – – –
TYCC
920
Texas Yale Capital Corp
Florida
$243K – – –
WIC
921
Woodmont Investment Counsel
Tennessee
$243K +$15K +99 +7%
GGS
922
Galvin Gaustad & Stein
Arizona
$241K -$12.9K -85 -5%
FAG
923
Fortitude Advisory Group
Washington
$241K +$3.49K +23 +1%
PWM
924
PBMares Wealth Management
Virginia
$240K -$1.06K -7 -0.4%
AIP
925
Ahrens Investment Partners
Louisiana
$239K -$10.6K -70 -4%
35 36
37
38 39