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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1001
One Capital Management
California
$271K -$18.8K -108 -6%
CWI
1002
Conscious Wealth Investments
Florida
$271K +$271K +1,551 New
CW
1003
CIC Wealth
Maryland
$269K +$2.26K +13 +0.8%
CIA
1004
Capital Investment Advisors
Georgia
$268K -$53K -305 -17%
GGS
1005
Galvin Gaustad & Stein
Arizona
$267K -$348 -2 -0.1%
NWA
1006
Navis Wealth Advisors
New York
$263K -$22.8K -131 -8%
PFBT
1007
Parkside Financial Bank & Trust
Missouri
$263K – – –
SFP
1008
Strategic Financial Partners
Oregon
$263K – – –
HFW
1009
Horizon Family Wealth
Illinois
$261K +$261K +1,503 New
MMG
1010
Monetary Management Group
Missouri
$261K – – –
KCM
1011
KRS Capital Management
Michigan
$260K – – –
BFA
1012
Beaumont Financial Advisors
Massachusetts
$260K -$122K -702 -32%
UAG
1013
United Advisor Group
Ohio
$258K +$258K +1,484 New
LSA
1014
L & S Advisors
California
$258K -$696 -4 -0.3%
PWM
1015
PBMares Wealth Management
Virginia
$257K -$16.7K -96 -6%
FCIM
1016
Fairview Capital Investment Management
California
$256K – – –
BCG
1017
Breakwater Capital Group
New Jersey
$256K – – –
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$255K -$1.05K -6 -0.4%
TFA
1019
TPG Financial Advisors
Oregon
$255K +$255K +1,456 New
CWM
1020
Chesapeake Wealth Management
Virginia
$254K – – –
SAI
1021
Savvy Advisors Inc
New York
$254K +$254K +1,460 New
FCFC
1022
First Citizens Financial Corp
Iowa
$251K – – –
PA
1023
PFG Advisors
Arizona
$251K -$48.9K -281 -16%
APA
1024
Astoria Portfolio Advisors
New York
$251K +$251K +1,433 New
Fisher Asset Management
1025
Fisher Asset Management
Washington
$251K +$251K +1,441 New
39 40
41
42 43