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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.2%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$93.1M
2
CAN
2
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
3
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$47.7M
5
GS
5
GTS Securities
New York
$45.3M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
Wells Fargo
2
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B
4
LWM
4
LJI Wealth Management
Indiana
$498K
5
V
5
Veritable
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Clearstead Advisors
Ohio
$30.8M 199,992 +99,685 +99%
RFC
77
Regions Financial Corp
Alabama
$30.1M 195,773 -1,679 -0.9%
TWC
78
TD Waterhouse Canada
Ontario, Canada
$29.9M 152,064 -12,256 -7%
BAAM
79
Baker Avenue Asset Management
California
$29.5M 192,043 +15,064 +9%
QS
80
Quantitative Strategies
California
$28.8M 187,158 +8,942 +5%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$28.8M 187,101 +187,101 New
WIM
82
Warwick Investment Management
Texas
$27.4M 178,250 – –
FLA
83
Financial Life Advisors
Texas
$27.4M 177,823 +584 +0.3%
GT
84
Greenleaf Trust
Michigan
$26.9M 174,935 -980 -0.6%
NSIM
85
North Star Investment Management
Illinois
$26.4M 171,438 -244 -0.1%
TW
86
Transform Wealth
Colorado
$25.1M 162,377 +5,072 +3%
AIP
87
Ameritas Investment Partners
Nebraska
$24.9M 161,838 -7,615 -4%
UCFA
88
United Capital Financial Advisors
Texas
$24.5M 159,294 -41,961 -21%
PSCM
89
Per Stirling Capital Management
Texas
$24.1M 156,588 +6,593 +4%
RVPG
90
Relative Value Partners Group
$24.1M 156,538 -78,649 -33%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$24.1M 156,477 -9,718 -6%
CCM
92
Condor Capital Management
New Jersey
$23.4M 151,916 +801 +0.5%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$23.4M 151,887 -19,921 -12%
SWM
94
Spire Wealth Management
Virginia
$23.1M 150,128 +1,285 +0.9%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$22.7M 147,592 +2,249 +2%
CFA
96
Cahill Financial Advisors
Minnesota
$22.5M 146,262 +38,548 +36%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$22.3M 145,092 -13,244 -8%
EWA
98
Encompass Wealth Advisors
Oregon
$22.1M 143,955 +2,854 +2%
FIA
99
Foundations Investment Advisors
Arizona
$21.6M 140,542 +140,542 New
PIA
100
Powell Investment Advisors
Florida
$21.4M 138,335 +1,674 +1%
2 3
4
5 6