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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 %
FFA
1101
Founders Financial Alliance
North Carolina
$149K – – –
EWP
1102
Elevation Wealth Partners
California
$148K – – –
PWM
1103
Provident Wealth Management
Tennessee
$148K – – –
SFA
1104
Semmax Financial Advisors
North Carolina
$139K +$139K +799 New
ODG
1105
O'Dell Group
Ohio
$139K +$139K +800 New
PO
1106
Private Ocean
California
$135K – – –
RCM
1107
Raleigh Capital Management
North Carolina
$133K -$1.39K -8 -1%
AWM
1108
Atticus Wealth Management
Florida
$130K -$6.61K -38 -5%
APW
1109
Atlantic Private Wealth
North Carolina
$127K +$1.39K +8 +1%
LB
1110
Legacy Bridge
Iowa
$124K +$2.26K +13 +2%
VNA
1111
Valley National Advisers
Pennsylvania
$123K +$119K +683 +2,732%
WT
1112
Washington Trust
Rhode Island
$121K +$73.9K +425 +159%
CT
1113
Colonial Trust
South Carolina
$119K – – –
CSB
1114
City State Bank
Iowa
$118K – – –
CA
1115
Crewe Advisors
Utah
$115K -$68.7K -395 -37%
SNB
1116
Security National Bank
Nebraska
$113K +$113K +650 New
AGWCA
1117
Annis Gardner Whiting Capital Advisors
Florida
$113K – – –
MWM
1118
Mascoma Wealth Management
New Hampshire
$111K – – –
KWAG
1119
Kiely Wealth Advisory Group
North Carolina
$111K +$111K +634 New
TF
1120
Tompkins Financial
New York
$108K – – –
RIM
1121
Rockbridge Investment Management
New York
$107K +$107K +618 New
AIC
1122
Archer Investment Corporation
Indiana
$107K -$14.6K -84 -12%
FPB
1123
First PREMIER Bank
South Dakota
$107K -$21.8K -125 -17%
HGERS
1124
Householder Group Estate & Retirement Specialist
Arizona
$105K – – –
ATC
1125
Advantage Trust Company
Kansas
$104K +$104K +600 New
43 44
45
46 47