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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 %
RMDI
901
R.M. Davis Inc
Maine
$275K +$6.44K +40 +2%
GLR
902
Great Lakes Retirement
Ohio
$275K – – –
MCM
903
Manchester Capital Management
Vermont
$274K +$157K +975 +134%
W
904
Wealthquest
Ohio
$274K +$8.06K +50 +3%
WTB
905
Washington Trust Bank
Washington
$274K – – –
CW
906
CreativeOne Wealth
Kansas
$274K +$274K +1,701 New
PCH
907
PGIM Custom Harvest
New Jersey
$270K -$18.4K -114 -6%
AP
908
Appleton Partners
Massachusetts
$269K -$2.42K -15 -0.9%
CCA
909
Column Capital Advisors
Indiana
$269K – – –
GWM
910
Greenhouse Wealth Management
Connecticut
$268K – – –
PWA
911
Physician Wealth Advisors
Utah
$268K +$2.75K +17 +1%
TI
912
Trexquant Investment
Connecticut
$267K -$251K -1,559 -48%
AUB
913
Atlantic Union Bankshares
Virginia
$266K +$266K +1,653 New
WA1
914
Wimmer Associates 1
California
$266K – – –
WIC
915
Woodmont Investment Counsel
Tennessee
$265K +$7.25K +45 +3%
NWA
916
Navis Wealth Advisors
New York
$265K – – –
UL
917
Unionview LLC
Washington
$264K +$4.52K +28 +2%
MLL
918
Moody Lynn & Lieberson
Massachusetts
$264K +$264K +1,636 New
CHC
919
City Holding Co
West Virginia
$262K – – –
YCM
920
Yousif Capital Management
Michigan
$262K -$115K -715 -31%
BFEC
921
Benjamin F. Edwards & Company
Missouri
$261K +$10.5K +65 +4%
MA
922
MONECO Advisors
Connecticut
$260K -$43.2K -268 -14%
BFA
923
BMS Financial Advisors
South Dakota
$260K -$322 -2 -0.1%
CWM
924
Chesapeake Wealth Management
Virginia
$259K -$114K -710 -31%
WJWM
925
Williams Jones Wealth Management
New York
$259K -$36.8K -228 -12%
35 36
37
38 39