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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 %
NWMG
926
National Wealth Management Group
Ohio
$239K +$239K +1,587 New
IIC
927
Ironwood Investment Counsel
Arizona
$239K +$239K +1,576 New
UFA
928
US Financial Advisors
Massachusetts
$237K – – –
WMS
929
Wealth Management Solutions
Pennsylvania
$237K +$1.06K +7 +0.4%
BFEC
930
Benjamin F. Edwards & Company
Missouri
$236K -$58.3K -384 -20%
WSTAM
931
Wilbanks Smith & Thomas Asset Management
Virginia
$236K +$236K +1,552 New
CW
932
CIC Wealth
Maryland
$232K +$759 +5 +0.3%
RWA
933
Redhawk Wealth Advisors
Minnesota
$232K -$19.7K -130 -8%
SFP
934
Strategic Financial Partners
Oregon
$229K +$2.73K +18 +1%
PWPS
935
Pinnacle Wealth Planning Services
Ohio
$228K -$803K -5,291 -78%
MMG
936
Monetary Management Group
Missouri
$228K – – –
CA
937
Crewe Advisors
Utah
$227K – – –
KCM
938
KRS Capital Management
Michigan
$227K – – –
FCIM
939
Fairview Capital Investment Management
California
$225K -$11.4K -75 -5%
EWA
940
Evolution Wealth Advisors
Florida
$224K +$224K +1,479 New
KOMWMG
941
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$221K +$911 +6 +0.4%
FHA
942
Flagship Harbor Advisors
Massachusetts
$221K -$3.64K -24 -2%
WB
943
Webster Bank
Connecticut
$219K -$25.5K -168 -10%
BWM
944
Baystate Wealth Management
Massachusetts
$219K -$72.3K -476 -25%
ECM
945
Evergreen Capital Management
Washington
$218K – – –
DP
946
Denver PWM
Colorado
$216K +$913 +6 +0.4%
PL
947
Parthenon LLC
Kentucky
$216K – – –
FA
948
Fountainhead AM
New Jersey
$213K +$1.06K +7 +0.5%
PFO
949
Pathstone Family Office
New Jersey
$211K +$211K +1,392 New
HBT
950
Hills Bank & Trust
Iowa
$210K – – –
36 37
38
39 40