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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 %
AGC
926
Aspen Grove Capital
Colorado
$258K +$258K +1,600 New
MC
927
Moors & Cabot
Massachusetts
$258K -$26.4K -164 -9%
BWM
928
Brown Wealth Management
Illinois
$256K +$256K +1,591 New
PWM
929
PBMares Wealth Management
Virginia
$255K +$322 +2 +0.1%
ACP
930
Aviance Capital Partners
Florida
$254K +$37.6K +233 +17%
UFA
931
US Financial Advisors
Massachusetts
$252K – – –
GGS
932
Galvin Gaustad & Stein
Arizona
$248K -$8.06K -50 -3%
CW
933
CIC Wealth
Maryland
$247K +$806 +5 +0.3%
APW
934
Aurora Private Wealth
New Jersey
$246K -$175K -1,085 -42%
RWA
935
Redhawk Wealth Advisors
Minnesota
$245K -$1.45K -9 -0.6%
FFA
936
First Foundation Advisors
California
$245K -$303K -1,877 -55%
SFP
937
Strategic Financial Partners
Oregon
$244K – – –
MMG
938
Monetary Management Group
Missouri
$242K – – –
KCM
939
KRS Capital Management
Michigan
$241K – – –
EWA
940
Evolution Wealth Advisors
Florida
$238K – – –
FCIM
941
Fairview Capital Investment Management
California
$238K -$1.29K -8 -0.5%
RIA
942
Retirement Investment Advisors
Oklahoma
$236K -$458K -2,842 -66%
FCFC
943
First Citizens Financial Corp
Iowa
$233K +$233K +1,446 New
LSA
944
Lion Street Advisors
Texas
$233K +$30.4K +200 +15%
PFO
945
Pathstone Family Office
New Jersey
$232K +$7.58K +47 +3%
MHS
946
M Holdings Securities
Oregon
$232K -$314K -1,947 -57%
DP
947
Denver PWM
Colorado
$230K +$806 +5 +0.4%
WSTAM
948
Wilbanks Smith & Thomas Asset Management
Virginia
$230K -$20.3K -126 -8%
PL
949
Parthenon LLC
Kentucky
$229K – – –
FHA
950
Flagship Harbor Advisors
Massachusetts
$229K -$5.64K -35 -2%
36 37
38
39 40