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iShares S&P 500 Value ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $18B invested in iShares S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 452 reducing their positions, and 58 closing their positions.

Holders
1,140
Holders Change
+22
Holders Change %
+1.97%
% of All Funds
17.98%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
91
Increased
341
Reduced
452
Closed
58
Calls
$25.3M
Puts
$2.93M
Net Calls
+$22.4M
Net Calls Change
+$2.08M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M
2
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1126
CarsonAllaria Wealth Management
Illinois
$4.06K 25 – –
RMC
1127
Resources Management Corp
Connecticut
$4K 24 -57 -70%
NRG
1128
Nemes Rush Group
Michigan
$3.89K 24 +24 New
HWP
1129
Highline Wealth Partners
California
$3.39K 21 – –
Allspring Global Investments
1130
Allspring Global Investments
North Carolina
$3.37K 20 +20 New
IHWM
1131
Iron Horse Wealth Management
Iowa
$3.22K 20 – –
RWPA
1132
Richard W. Paul & Associates
Michigan
$2.74K 17 – –
ICM
1133
Islay Capital Management
Texas
$2.26K 14 – –
TAM
1134
Townsend Asset Management
North Carolina
$1.61K 10 – –
AWA
1135
Artemis Wealth Advisors
New York
$1.33K 8 – –
UFF
1136
USA Financial Formulas
Michigan
$967 6 – –
Russell Investments Group
1137
Russell Investments Group
United Kingdom
$645 4 +4 New
OLVIG
1138
Oliver Lagore Vanvalin Investment Group
Michigan
$395 2 -25 -93%
FFA
1139
Farther Finance Advisors
California
$322 2 -32 -94%
AIA
1140
Armor Investment Advisors
North Carolina
$199 1 – –
AWM
1141
Atticus Wealth Management
Florida
– – – –
FGAM
1142
Financial Gravity Asset Management
Texas
$25 157 +157 New
JGC
1143
J. Goldman & Co
New York
– – -68,250 Closed
RIG
1144
Ramiah Investment Group
Wisconsin
– – -60,682 Closed
FMP
1145
Financial Management Professionals
Texas
– – -38,901 Closed
Bank Julius Baer & Co
1146
Bank Julius Baer & Co
Switzerland
– – -38,604 Closed
Susquehanna International Group
1147
Susquehanna International Group
Pennsylvania
– – -29,512 Closed
HF
1148
HRT Financial
New York
– – -29,103 Closed
AC
1149
Anson Capital
Georgia
– – -27,980 Closed
FCC
1150
Florin Court Capital
United Kingdom
– – -27,151 Closed
44 45
46
47 48