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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 %
CCM
1126
Canal Capital Management
Virginia
– – -26,716 Closed
Renaissance Technologies
1127
Renaissance Technologies
New York
– – -24,500 Closed
VPIM
1128
Vanguard Personalized Indexing Management
California
– – -20,338 Closed
DL
1129
DOHJ LLC
Washington
– – -18,527 Closed
RA
1130
Rational Advisors
New York
– – -17,395 Closed
SOS
1131
Silver Oak Securities
Tennessee
– – -11,617 Closed
RFA
1132
Resurgent Financial Advisors
Georgia
– – -10,914 Closed
OWA
1133
Opal Wealth Advisors
New York
– – -8,580 Closed
PFA
1134
Professional Financial Advisors
Nebraska
– – -8,318 Closed
MLICM
1135
Metropolitan Life Insurance Company (MetLife)
New York
– – -7,400 Closed
LSPW
1136
Lake Street Private Wealth
Illinois
– – -6,038 Closed
NCG
1137
Newport Capital Group
New Jersey
– – -5,622 Closed
SBH
1138
Segall Bryant & Hamill
Illinois
– – -5,252 Closed
TWM
1139
Thrive Wealth Management
Pennsylvania
– – -4,745 Closed
CS
1140
Credit Suisse
Switzerland
– – -4,440 Closed
NCM
1141
Novare Capital Management
North Carolina
– – -3,970 Closed
CA
1142
Calton & Associates
Florida
– – -3,530 Closed
JWM
1143
JFG Wealth Management
Colorado
– – -3,160 Closed
WEG
1144
World Equity Group
Illinois
– – -2,833 Closed
Asset Management One
1145
Asset Management One
Japan
– – -2,800 Closed
GWA
1146
GGM Wealth Advisors
Maryland
– – -2,793 Closed
OPA
1147
Old Port Advisors
Maine
– – -2,348 Closed
YIH
1148
Y-Intercept (HK)
Hong Kong
– – -2,163 Closed
LCWP
1149
Legacy Capital Wealth Partners
Arkansas
– – -2,068 Closed
PIM
1150
Parker Investment Management
California
– – -1,988 Closed
44 45
46
47 48