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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
$145M
2
Bank of America
Bank of America
North Carolina
$1.06B
3
MCWS
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.79B
2
HNB
Huntington National Bank
Ohio
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$591M
4
Wells Fargo
Wells Fargo
California
$1.26B
5
Truist Financial
Truist Financial
North Carolina
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
951
Beacon Financial Planning
Massachusetts
$210K +$911 +6 +0.4%
PFM
952
Parsec Financial Management
North Carolina
$210K -$4.86K -32 -2%
NGA
953
Naples Global Advisors
Florida
$209K – – –
EWM
954
Evermay Wealth Management
Virginia
$208K +$46.1K +304 +28%
BFS
955
Bard Financial Services
Connecticut
$208K +$208K +1,370 New
DWM
956
Destination Wealth Management
California
$207K +$207K +1,366 New
VPP
957
Vertex Planning Partners
Illinois
$207K -$63.1K -416 -23%
WBC
958
West Branch Capital
Massachusetts
$206K – – –
NDSI
959
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$205K +1,353 New
JEST
960
JTC Employer Solutions Trustee
Jersey
$205K – – –
PA
961
PSI Advisors
Florida
$204K -$22.8K -150 -10%
KFP
962
KMG Fiduciary Partners
Ohio
$204K -$3.4M -22,404 -94%
ACP
963
Aviance Capital Partners
Florida
$203K +$203K +1,340 New
TW
964
TrinityPoint Wealth
Connecticut
$203K +$203K +1,338 New
GA
965
Greenspring Advisors
Maryland
$203K +$203K +1,338 New
FOFP
966
Fee-Only Financial Planning
South Carolina
$202K +$202K +1,333 New
LSA
967
Lion Street Advisors
Texas
$202K -$30.4K -200 -13%
XF
968
XML Financial
Maryland
$202K +$202K +1,330 New
AC
969
AlphaCore Capital
California
$201K +$149K +982 +286%
IWP
970
Icon Wealth Partners
Texas
$201K +$201K +1,323 New
FPCG
971
Fort Pitt Capital Group
Pennsylvania
$201K -$22.8K -150 -10%
CP
972
Covenant Partners
Tennessee
$200K – – –
PAI
973
Pittenger & Anderson Inc
Nebraska
$197K -$15.2K -100 -7%
CHA
974
Carmichael Hill & Associates
Maryland
$197K – – –
HBW
975
Hazlett, Burt & Watson
West Virginia
$195K +$151 +1 +0.1%
37 38
39
40 41