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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAOTB
976
Wealth Advisors of Tampa Bay
Florida
$213K -$45.1K -280 -17%
CP
977
Covenant Partners
Tennessee
$212K – – –
Fisher Asset Management
978
Fisher Asset Management
Washington
$211K +$211K +1,311 New
RF
979
RHS Financial
California
$210K +$210K +1,302 New
VFPI
980
Vantage Financial Partners (Illinois)
Illinois
$210K +$210K +1,300 New
BBWP
981
Beacon Bridge Wealth Partners
Pennsylvania
$209K -$171K -1,062 -45%
CHA
982
Carmichael Hill & Associates
Maryland
$209K – – –
GLA
983
Good Life Advisors
Pennsylvania
$209K +$209K +1,295 New
SWM
984
Sugarloaf Wealth Management
Georgia
$209K +$5.32K +33 +3%
CCA
985
Cora Capital Advisors
New Jersey
$208K +$208K +1,292 New
KA
986
Kovack Advisors
Florida
$207K -$503K -3,121 -71%
RWP
987
RWA Wealth Partners
Massachusetts
$206K +$206K +1,277 New
HFA
988
High Falls Advisors
New York
$205K +$205K +1,273 New
FCMT
989
Founders Capital Management (Texas)
Texas
$204K +$15.3K +95 +8%
PS
990
Planned Solutions
California
$204K +$204K +1,267 New
BB
991
Busey Bank
Illinois
$203K +$203K +1,262 New
FB
992
Fulton Bank
Pennsylvania
$203K +$203K +1,258 New
RBC
993
Romano Brothers & Co
Illinois
$203K +$203K +1,257 New
SFG
994
Sage Financial Group
Pennsylvania
$200K +$200K +1,241 New
HPC
995
HM Payson & Co
Maine
$192K – – –
ACA
996
Atlas Capital Advisors
Wyoming
$191K – – –
TH
997
TCTC Holdings
Texas
$189K – – –
Lazard Asset Management
998
Lazard Asset Management
New York
$185K – – –
MIM
999
Macroview Investment Management
Maryland
$182K +$16.6K +103 +10%
NSG
1000
Nalls Sherbakoff Group
Tennessee
$174K – – –
38 39
40
41 42