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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 %
SIS
1001
Sound Income Strategies
Florida
$174K +$174K +1,080 New
TCOV
1002
Trust Company of Vermont
Vermont
$174K – – –
APW
1003
Atlantic Private Wealth
North Carolina
$170K +$484 +3 +0.3%
VWM
1004
Valley Wealth Managers
New Jersey
$165K – – –
AAG
1005
Armstrong Advisory Group
Massachusetts
$163K – – –
Qube Research & Technologies (QRT)
1006
Qube Research & Technologies (QRT)
United Kingdom
$163K -$281K -1,359 -63%
EDRH
1007
Edmond de Rothschild Holding
Switzerland
$161K +$161K +1,000 New
MAWCM
1008
Mine & Arao Wealth Creation & Management
California
$160K +$161 +1 +0.1%
EWP
1009
Elevation Wealth Partners
California
$156K – – –
VAG
1010
VisionPoint Advisory Group
Texas
$152K +$152K +945 New
OP
1011
ORG Partners
Indiana
$152K +$152K +943 New
IWP
1012
Icon Wealth Partners
Texas
$150K -$63.2K -392 -30%
WB
1013
Webster Bank
Connecticut
$145K -$88.2K -547 -38%
MFC
1014
Mechanics Financial Corp
Ohio
$144K -$4.84K -30 -3%
HCM
1015
Hollencrest Capital Management
California
$143K – – –
FFA
1016
Founders Financial Alliance
North Carolina
$138K +$10.8K +67 +8%
PWM
1017
Provident Wealth Management
Tennessee
$137K – – –
FPB
1018
First PREMIER Bank
South Dakota
$132K – – –
LFA
1019
LGT Financial Advisors
Texas
$131K +$131K +813 New
ODG
1020
O'Dell Group
Ohio
$129K +$129K +800 New
MHR
1021
Matthew Hamilton Rosenberg
$126K -$7.9K -49 -6%
PO
1022
Private Ocean
California
$125K +$109K +677 +677%
RCM
1023
Raleigh Capital Management
North Carolina
$124K – – –
LB
1024
Legacy Bridge
Iowa
$113K +$8.06K +50 +8%
CT
1025
Colonial Trust
South Carolina
$110K -$34K -211 -24%
39 40
41
42 43