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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 %
Boston Partners
1151
Boston Partners
Massachusetts
– – -1,580 Closed
Fisher Asset Management
1152
Fisher Asset Management
Washington
– – -1,522 Closed
USCWA
1153
U.S. Capital Wealth Advisors
Texas
– – -1,515 Closed
HFA
1154
High Falls Advisors
New York
– – -1,509 Closed
ECG
1155
Edge Capital Group
Georgia
– – -1,504 Closed
KWM
1156
Keebeck Wealth Management
Illinois
– – -1,481 Closed
ST
1157
Sentinel Trust
Texas
– – -1,474 Closed
MWP
1158
Meredith Wealth Planning
Illinois
– – -1,445 Closed
VWA
1159
V Wealth Advisors
Kansas
– – -1,437 Closed
WP
1160
Wealthspan Partners
Iowa
– – -1,435 Closed
GLA
1161
Good Life Advisors
Pennsylvania
– – -1,389 Closed
AssetMark Inc
1162
AssetMark Inc
California
– – -1,339 Closed
RBC
1163
Romano Brothers & Co
Illinois
– – -1,257 Closed
ZIG
1164
Zullo Investment Group
Pennsylvania
– – -1,028 Closed
LWP
1165
Laurel Wealth Planning
Minnesota
– – -619 Closed
WAM
1166
Worth Asset Management
Texas
– – -599 Closed
HT
1167
Headlands Technologies
Illinois
– – -509 Closed
MPCL
1168
My Personal CFO LLC
Washington
– – -490 Closed
DWP
1169
Destiny Wealth Partners
Florida
– – -439 Closed
MS
1170
Madden Securities
Texas
– – -383 Closed
CJL
1171
Cyrus J. Lawrence
New York
– – -363 Closed
CMA
1172
Cedar Mountain Advisors
Oregon
– – -284 Closed
AWM
1173
Accurate Wealth Management
Florida
– – -203 Closed
Allspring Global Investments
1174
Allspring Global Investments
North Carolina
– – -195 Closed
LAM
1175
Lakewood Asset Management
Illinois
– – -150 Closed
44 45 46
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