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

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$162M
2
Ameriprise
2
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$6.03M
4
GS
4
GTS Securities
New York
$0
5
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1026
Vivaldi Capital Management
Illinois
$249K +$249K +1,431 New
CCMG
1027
Clark Capital Management Group
Pennsylvania
$248K – – –
DP
1028
Denver PWM
Colorado
$248K +$2.6K +15 +1%
FA
1029
Fountainhead AM
New Jersey
$248K +$2.61K +15 +1%
PL
1030
Parthenon LLC
Kentucky
$247K – – –
AP
1031
Appleton Partners
Massachusetts
$247K -$3.47K -20 -1%
WQ
1032
Wealth Quarterback
New Jersey
$246K -$21.4K -123 -8%
EWA
1033
Evolution Wealth Advisors
Florida
$246K – – –
BFP
1034
Beacon Financial Planning
Massachusetts
$244K +$2.44K +14 +1%
BBWP
1035
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$11K +63 +5%
SG Americas Securities
1036
SG Americas Securities
New York
$242K -$6.06M -34,867 -96%
BC
1037
Barrett & Company
Rhode Island
$242K +$522 +3 +0.2%
BWM
1038
Baystate Wealth Management
Massachusetts
$242K +$2.44K +14 +1%
GI
1039
GAMMA Investing
California
$241K +$241K +1,384 New
GKWIM
1040
Gerber Kawasaki Wealth & Investment Management
California
$241K +$1.04K +6 +0.4%
MC
1041
Middleton & Co
Massachusetts
$239K +$239K +1,375 New
HBT
1042
Hills Bank & Trust
Iowa
$237K – – –
VPP
1043
Vertex Planning Partners
Illinois
$237K – – –
PWA
1044
Physician Wealth Advisors
Utah
$236K +$173 +1 +0.1%
JEST
1045
JTC Employer Solutions Trustee
Jersey
$236K – – –
WBC
1046
West Branch Capital
Massachusetts
$236K – – –
VWM
1047
Venturi Wealth Management
Texas
$234K – – –
RBC
1048
Romano Brothers & Co
Illinois
$234K -$19.3K -111 -8%
GLA
1049
Good Life Advisors
Pennsylvania
$233K -$26.3K -151 -10%
KOMWMG
1050
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$232K +$2.09K +12 +0.9%
40 41
42
43 44