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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.

Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
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
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$591M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Truist Financial
4
Truist Financial
North Carolina
$32.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
BBVA
76
Banco Bilbao Vizcaya Argentaria
Spain
$25.5M 168,015 -60,760 -27%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$24.4M 160,932 -3,918 -2%
CAN
78
Cetera Advisor Networks
California
$24.2M 159,749 -31,609 -17%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$24.1M 158,729 -4,647 -3%
TW
80
Transform Wealth
Colorado
$23.7M 155,972 -1,391 -0.9%
CCM
81
Condor Capital Management
New Jersey
$23M 151,473 -1,049 -0.7%
PIA
82
Powell Investment Advisors
Florida
$22M 145,268 +1,626 +1%
SWM
83
Spire Wealth Management
Virginia
$21.8M 143,518 +32,286 +29%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$21.7M 143,204 -4,757 -3%
EWA
85
Encompass Wealth Advisors
Oregon
$21.4M 140,685 +60 +0%
PWAG
86
Polaris Wealth Advisory Group
California
$21.2M 139,426 -100,027 -42%
TCBWMS
87
Texas Capital Bank Wealth Management Services
Texas
$20.8M 136,974 -93,558 -41%
BFPW
88
BOK Financial Private Wealth
Colorado
$20.8M 136,970 -3,282 -2%
DSA
89
Droms Strauss Advisors
Missouri
$20.8M 136,792 +1,474 +1%
PAG
90
Private Advisor Group
New Jersey
$20.7M 136,126 +20,352 +18%
SMC
91
Smith, Moore & Co
Missouri
$19.7M 129,490 -2,056 -2%
DI
92
DDFG Inc
California
$19.5M 128,479 -1,228 -0.9%
TPCW
93
TD Private Client Wealth
New York
$19.4M 127,737 +19,625 +18%
LFS
94
Lutz Financial Services
Nebraska
$19.3M 127,050 -1,738 -1%
ISWM
95
Independent Solutions Wealth Management
New York
$19.2M 126,838 -4,096 -3%
CI
96
CX Institutional
Indiana
$19.2M 126,395 +30,190 +31%
MAM
97
MMA Asset Management
Pennsylvania
$18.9M 124,393 +17,177 +16%
V
98
Veritable
Delaware
$18.8M 124,120 -1,340 -1%
RSWM
99
Robertson Stephens Wealth Management
California
$18.5M 122,039 +14,520 +14%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$18.2M 120,037 -4,088 -3%
2 3
4
5 6