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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.

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
PA
2
Probity Advisors
Texas
$46.9M
3
Ameriprise
3
Ameriprise
Minnesota
$431M
4
QS
4
Quantitative Strategies
California
$28.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$652M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$37.2M
3
Wells Fargo
3
Wells Fargo
California
$1.3B
4
Goldman Sachs
4
Goldman Sachs
New York
$492M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$28.5M 176,979 -29,906 -14%
GT
77
Greenleaf Trust
Michigan
$28.4M 175,915 -1,456 -0.8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$27.7M 171,808 -476 -0.3%
NSIM
79
North Star Investment Management
Illinois
$27.7M 171,682 +1,703 +1%
AIP
80
Ameritas Investment Partners
Nebraska
$27.3M 169,453 -4,383 -3%
CAN
81
Cetera Advisor Networks
California
$27.2M 168,575 +8,826 +6%
EW
82
Evoke Wealth
California
$27.1M 167,873 -1,543 -0.9%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$26.8M 166,195 +46,158 +38%
SMC
84
Smith, Moore & Co
Missouri
$26.3M 163,244 +33,754 +26%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$25.5M 158,336 -2,596 -2%
TW
86
Transform Wealth
Colorado
$25.4M 157,305 +1,333 +0.9%
PAG
87
Private Advisor Group
New Jersey
$24.4M 150,336 +14,210 +10%
CCM
88
Condor Capital Management
New Jersey
$24.4M 151,115 -358 -0.2%
PSCM
89
Per Stirling Capital Management
Texas
$24.2M 149,995 -18,387 -11%
SWM
90
Spire Wealth Management
Virginia
$24M 148,843 +5,325 +4%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$23.4M 145,343 -13,386 -8%
EWA
92
Encompass Wealth Advisors
Oregon
$22.7M 141,101 +416 +0.3%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$22.7M 140,720 -2,484 -2%
PIA
94
Powell Investment Advisors
Florida
$22M 136,661 -8,607 -6%
DSA
95
Droms Strauss Advisors
Missouri
$21.9M 135,737 -1,055 -0.8%
BFPW
96
BOK Financial Private Wealth
Colorado
$21.4M 132,762 -4,208 -3%
CI
97
CX Institutional
Indiana
$21.2M 131,315 +4,920 +4%
MAM
98
MMA Asset Management
Pennsylvania
$20.8M 128,755 +4,362 +4%
AAS
99
Avantax Advisory Services
Texas
$20.7M 128,489 +27,003 +27%
DI
100
DDFG Inc
California
$20.7M 128,173 -306 -0.2%
2 3
4
5 6