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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 %
AF
951
Affiance Financial
Minnesota
$333K – – –
BWA
952
BlueChip Wealth Advisors
Georgia
$333K +$333K +1,917 New
MA
953
MONECO Advisors
Connecticut
$333K +$52.2K +300 +19%
WSTAM
954
Wilbanks Smith & Thomas Asset Management
Virginia
$332K +$1.22K +7 +0.4%
Boston Partners
955
Boston Partners
Massachusetts
$331K +$89.2K +513 +37%
ADL
956
Asset Dedication LLC
California
$330K -$45.3K -260 -12%
GWMR
957
GC Wealth Management RIA
Massachusetts
$328K +$328K +1,888 New
SWP
958
ShoreHaven Wealth Partners
New Jersey
$327K – – –
TW
959
TrinityPoint Wealth
Connecticut
$327K +$93.9K +540 +40%
CTB
960
Country Trust Bank
Illinois
$326K – – –
OBWG
961
Onyx Bridge Wealth Group
New York
$324K -$1.22K -7 -0.4%
GIA
962
Goodwin Investment Advisory
Georgia
$321K -$26.8K -154 -8%
GIA
963
Guyasuta Investment Advisors
Pennsylvania
$320K – – –
UCB
964
United Community Bank
South Carolina
$317K -$15.7K -90 -5%
LP
965
LGL Partners
Pennsylvania
$315K +$3.13K +18 +1%
CA
966
CGN Advisors
Kansas
$314K – – –
CHA
967
Carmichael Hill & Associates
Maryland
$313K +$93.2K +536 +42%
WW
968
Westshore Wealth
California
$313K +$3.13K +18 +1%
STCOSD
969
Sageworth Trust Company of South Dakota
South Dakota
$312K – – –
WIC
970
Woodmont Investment Counsel
Tennessee
$312K +$26.1K +150 +9%
RFA
971
Resurgent Financial Advisors
Georgia
$308K +$308K +1,773 New
NOI
972
Newton One Investments
Delaware
$306K +$3.13K +18 +1%
DWM
973
Dakota Wealth Management
Florida
$304K +$72.9K +419 +32%
MMPW
974
Mitchell McLeod Pugh & Williams
Alabama
$303K -$22.1K -127 -7%
PSIWM
975
Paradigm Strategies in Wealth Management
Minnesota
$301K -$43.8K -252 -13%
37 38
39
40 41