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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.

Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
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
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$591M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Truist Financial
4
Truist Financial
North Carolina
$32.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1101
Asio Capital
Kentucky
$6.83K 45 – –
MRCM
1102
M&R Capital Management
New Jersey
$5.31K 35 +15 +75%
FFA
1103
Farther Finance Advisors
California
$5.16K 34 +34 New
BGIM
1104
Brandywine Global Investment Management
Pennsylvania
$5.01K 33 +33 New
OLVIG
1105
Oliver Lagore Vanvalin Investment Group
Michigan
$4.09K 27 -192 -88%
VNA
1106
Valley National Advisers
Pennsylvania
$4K 25 – –
CWM
1107
CarsonAllaria Wealth Management
Illinois
$3.81K 25 -15 -38%
HWP
1108
Highline Wealth Partners
California
$3.19K 21 – –
IHWM
1109
Iron Horse Wealth Management
Iowa
$3.04K 20 – –
RWPA
1110
Richard W. Paul & Associates
Michigan
$2.58K 17 – –
ICM
1111
Islay Capital Management
Texas
$2.13K 14 – –
Optiver Holding
1112
Optiver Holding
Netherlands
$1.97K 13 +13 New
TAM
1113
Townsend Asset Management
North Carolina
$1.52K 10 +10 New
AWA
1114
Artemis Wealth Advisors
New York
$1.25K 8 – –
UFF
1115
USA Financial Formulas
Michigan
$911 6 +6 New
HGWM
1116
Harvest Group Wealth Management
Massachusetts
$779 5 -12 -71%
PP
1117
PFS Partners
New Jersey
$304 2 – –
AIA
1118
Armor Investment Advisors
North Carolina
$187 1 – –
AWM
1119
Atticus Wealth Management
Florida
– – -216 Closed
SHIM
1120
Stone House Investment Management
Pennsylvania
– – – –
WBG
1121
Wharton Business Group
Pennsylvania
– – -103,375 Closed
CP
1122
Coho Partners
Pennsylvania
– – -101,299 Closed
WIM
1123
WealthPlan Investment Management
Nebraska
– – -83,358 Closed
DSA
1124
Davis Selected Advisers
Arizona
– – -62,868 Closed
GI
1125
Glovista Investments
New Jersey
– – -43,617 Closed
43 44
45
46 47