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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
926
Vaughan David Investments
Illinois
$356K +$6.61K +38 +2%
NAS
927
Nicolet Advisory Services
Wisconsin
$353K -$7.65K -44 -2%
WTB
928
Washington Trust Bank
Washington
$352K +$38.8K +223 +12%
SAMT
929
Select Asset Management & Trust
Pennsylvania
$351K -$43.3K -249 -11%
HCM
930
HMS Capital Management
Tennessee
$351K – – –
FCH
931
Freestone Capital Holdings
Washington
$350K +$80.3K +462 +30%
BWP
932
Baldwin Wealth Partners
Massachusetts
$348K -$35.6K -205 -9%
IWS
933
Integrity Wealth Solutions
Colorado
$348K +$348K +2,004 New
MFA
934
Millington Financial Advisors
Illinois
$348K +$3.48K +20 +1%
GWM
935
Gray Wealth Management
Maine
$348K – – –
CPIA
936
Cornell Pochily Investment Advisors
New York
$344K -$28.7K -165 -8%
MYIA
937
Mount Yale Investment Advisors
Colorado
$344K +$6.78K +39 +2%
BFM
938
Boston Financial Management
Massachusetts
$342K – – –
CAG
939
Curtis Advisory Group
California
$342K – – –
DWP
940
Daymark Wealth Partners
Ohio
$341K -$17K -98 -5%
EE
941
EWG Elevate
California
$339K -$174 -1 -0.1%
IIC
942
Ironwood Investment Counsel
Arizona
$338K +$17.6K +101 +5%
TCA
943
Transcend Capital Advisors
New Jersey
$338K – – –
SFWC
944
Strategic Family Wealth Counselors
New Jersey
$338K +$5.56K +32 +2%
Neuberger Berman Group
945
Neuberger Berman Group
New York
$337K -$15.3K -88 -4%
Vanguard Group
946
Vanguard Group
Pennsylvania
$337K +$20.7K +119 +7%
PWP
947
Perfromance Wealth Partners
Illinois
$336K – – –
HF
948
HRT Financial
New York
$336K +$336K +1,933 New
DWM
949
Destination Wealth Management
California
$335K +$335K +1,926 New
GWM
950
GDS Wealth Management
Texas
$334K -$17.2K -99 -5%
36 37
38
39 40