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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 %
MHR
1001
Matthew Hamilton Rosenberg
$126K -$5.77K -38 -4%
FPB
1002
First PREMIER Bank
South Dakota
$124K +$124K +817 New
FFA
1003
Founders Financial Alliance
North Carolina
$120K -$18.4K -121 -13%
RCM
1004
Raleigh Capital Management
North Carolina
$116K +$607 +4 +0.5%
Commonwealth Equity Services
1005
Commonwealth Equity Services
Massachusetts
$113K +$2.5K +16,455 +2%
NMG
1006
New Millennium Group
Utah
$113K – – –
SC
1007
Stephens Consulting
Michigan
$111K – – –
MCM
1008
Manchester Capital Management
Vermont
$110K – – –
GFWA
1009
Grey Fox Wealth Advisors
Delaware
$107K -$21.4K -141 -17%
CSB
1010
City State Bank
Iowa
$103K – – –
LB
1011
Legacy Bridge
Iowa
$98.8K – – –
MWM
1012
Mascoma Wealth Management
New Hampshire
$98.5K – – –
KTC
1013
Kistler-Tiffany Companies
Pennsylvania
$96.7K – – –
RG
1014
Retirement Group
California
$94K – – –
HGERS
1015
Householder Group Estate & Retirement Specialist
Arizona
$94K +$94K +617 New
TF
1016
Tompkins Financial
New York
$93.9K – – –
2L
1017
25 LLC
Missouri
$86.2K +$86.2K +567 New
CFD
1018
Creative Financial Designs
Indiana
$78.9K -$23.7K -156 -23%
CWA
1019
Clearview Wealth Advisors
Oregon
$77.2K – – –
TFP
1020
Tilia Fiduciary Partners
North Carolina
$76.8K +$54.8K +361 +249%
AWM
1021
Ameliora Wealth Management
Switzerland
$75.9K – – –
TCWA
1022
Ten Capital Wealth Advisors
Washington
$73.8K +$70.1K +462 +1,925%
TCM
1023
TD Capital Management
Tennessee
$73.6K -$9.26K -61 -11%
SIS
1024
Strategic Investment Solutions
Illinois
$72.4K +$72.4K +477 New
FP
1025
Financial Perspectives
Minnesota
$70.3K +$304 +2 +0.4%
39 40
41
42 43