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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 %
OIA
1026
Optimum Investment Advisors
Illinois
$68.3K – – –
RA
1027
Rise Advisors
New York
$66.2K +$303 +2 +0.5%
AWM
1028
Accel Wealth Management
Iowa
$64.9K +$152 +1 +0.2%
ACA
1029
Aptus Capital Advisors
Alabama
$61K +$25.6K +169 +73%
IIL
1030
Insight Inv LLC
California
$57.1K – – –
SMA
1031
Sage Mountain Advisors
Georgia
$57.1K +$1.67K +11 +3%
GWSG
1032
GPS Wealth Strategies Group
Colorado
$56.2K +$56.2K +370 New
CBT
1033
CoreFirst Bank & Trust
Kansas
$53.9K – – –
CPFP
1034
Clear Perspectives Financial Planning
Ohio
$51K -$8.2K -54 -14%
BBPWM
1035
Blue Bell Private Wealth Management
Pennsylvania
$48.1K -$3.34K -22 -6%
KC
1036
Knuff & Co
California
$46.4K -$28.8K -190 -38%
CIA
1037
Cape Investment Advisory
Georgia
$44.8K +$44.8K +295 New
RP
1038
Rice Partnership
Hawaii
$44.3K – – –
First Manhattan
1039
First Manhattan
New York
$43.7K +$1.21K +8 +3%
JFA
1040
JNBA Financial Advisors
Minnesota
$43.6K – – –
CWP
1041
Concord Wealth Partners
Virginia
$41.3K – – –
OHWP
1042
Oak Harbor Wealth Partners
North Carolina
$41.1K – – –
LWP
1043
Lumature Wealth Partners
Georgia
$40.2K – – –
PP
1044
PrairieView Partners
Minnesota
$39K – – –
JWM
1045
Janiczek Wealth Management
Colorado
$37.5K -$5.79K -38 -13%
HWA
1046
HHM Wealth Advisors
Tennessee
$37.5K +$25.5K +168 +213%
NFSG
1047
Newbridge Financial Services Group
Florida
$37K +$152 +1 +0.4%
IWMA
1048
Ironwood Wealth Management (Arizona)
Arizona
$36.9K – – –
AIC
1049
Archer Investment Corporation
Indiana
$36.4K – – –
AA
1050
Addison Advisors
Vermont
$34.5K -$5.62K -37 -14%
40 41
42
43 44