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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 %
LP
901
LGL Partners
Pennsylvania
$276K – – –
WW
902
Westshore Wealth
California
$274K – – –
OWA
903
Octavia Wealth Advisors
Ohio
$273K +$273K +1,762 New
HBW
904
Hazlett, Burt & Watson
West Virginia
$270K +$56.3K +365 +26%
NOI
905
Newton One Investments
Delaware
$268K – – –
PA
906
PFG Advisors
Arizona
$266K -$35.2K -229 -12%
SFFS
907
Stonehage Fleming Financial Services
Jersey
$265K – – –
LC
908
LCNB Corp
Ohio
$265K – – –
BSB
909
Bangor Savings Bank
Maine
$264K – – –
TA
910
Tactive Advisors
Florida
$263K -$1.41M -9,139 -84%
MCM
911
Manchester Capital Management
Vermont
$260K -$1.23K -8 -0.5%
TL
912
Tradewinds LLC
North Carolina
$257K +$257K +1,669 New
CCA
913
Column Capital Advisors
Indiana
$256K – – –
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$256K -$7.69K -50 -3%
OCM
915
One Capital Management
California
$256K -$33.2K -216 -11%
GWM
916
Greenhouse Wealth Management
Connecticut
$256K – – –
CCA
917
Cottonwood Capital Advisors
Utah
$254K -$30.6K -199 -11%
AUB
918
Atlantic Union Bankshares
Virginia
$254K – – –
W
919
Wealthquest
Ohio
$254K -$7.69K -50 -3%
WA1
920
Wimmer Associates 1
California
$254K – – –
GLR
921
Great Lakes Retirement
Ohio
$253K -$10.5K -68 -4%
WIC
922
Woodmont Investment Counsel
Tennessee
$253K – – –
LSIA
923
LaSalle St. Investment Advisors
Illinois
$253K -$801K -5,209 -76%
NWA
924
Navis Wealth Advisors
New York
$253K – – –
WAG
925
Winthrop Advisory Group
Massachusetts
$253K -$15.3K -99 -6%
35 36
37
38 39