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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 %
SWM
976
Sugarloaf Wealth Management
Georgia
$192K – – –
BWL
977
Bogart Wealth LLC
Virginia
$191K +$14.4K +95 +8%
SFFS
978
Stonehage Fleming Financial Services
Jersey
$189K +$71.3K +470 +61%
HPC
979
HM Payson & Co
Maine
$181K +$181K +1,191 New
ACA
980
Atlas Capital Advisors
Wyoming
$180K +$180K +1,186 New
TH
981
TCTC Holdings
Texas
$178K – – –
FCMT
982
Founders Capital Management (Texas)
Texas
$178K – – –
Lazard Asset Management
983
Lazard Asset Management
New York
$174K – – –
NSG
984
Nalls Sherbakoff Group
Tennessee
$172K +$172K +1,150 New
TCOV
985
Trust Company of Vermont
Vermont
$164K – – –
LPIC
986
LeJeune Puetz Investment Counsel
Michigan
$163K – – –
APW
987
Atlantic Private Wealth
North Carolina
$159K +$159K +1,051 New
MIM
988
Macroview Investment Management
Maryland
$156K +$128K +842 +453%
VWM
989
Valley Wealth Managers
New Jersey
$156K – – –
BA
990
Ballast Advisors
Minnesota
$154K -$911 -6 -0.6%
AAG
991
Armstrong Advisory Group
Massachusetts
$154K -$43.3K -285 -22%
MAWCM
992
Mine & Arao Wealth Creation & Management
California
$150K +$304 +2 +0.2%
EWP
993
Elevation Wealth Partners
California
$146K +$146K +965 New
MFC
994
Mechanics Financial Corp
Ohio
$140K – – –
BA
995
Bellwether Advisors
Nebraska
$138K +$4.71K +31 +4%
CT
996
Colonial Trust
South Carolina
$136K -$26.7K -176 -16%
HCM
997
Hollencrest Capital Management
California
$134K – – –
PWM
998
Provident Wealth Management
Tennessee
$129K – – –
BWM
999
BerganKDV Wealth Management
Minnesota
$128K -$90.3K -595 -41%
Lido Advisors
1000
Lido Advisors
California
$127K +$6.07K +41,914 +5%
38 39
40
41 42