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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 %
TPSF
1151
Texas Permanent School Fund
Texas
– – -25,684 Closed
TFG
1152
Tilson Financial Group
New Jersey
– – -23,114 Closed
USAA
1153
United Services Automobile Association
Texas
– – -20,362 Closed
KP
1154
Keel Point
Alabama
– – -15,733 Closed
GB
1155
Gunma Bank
Japan
– – -12,000 Closed
MUAMU
1156
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– – -8,000 Closed
KF
1157
Krilogy Financial
Missouri
– – -6,888 Closed
TFCP
1158
Twin Focus Capital Partners
Massachusetts
– – -6,251 Closed
SB
1159
Simmons Bank
Arkansas
– – -6,156 Closed
HR
1160
Hardy Reed
Mississippi
– – -5,529 Closed
NSB
1161
Norway Savings Bank
Maine
– – -5,431 Closed
BFAG
1162
Blackston Financial Advisory Group
Florida
– – -4,541 Closed
IWM
1163
Iams Wealth Management
Nebraska
– – -4,222 Closed
PWP
1164
Pursue Wealth Partners
California
– – -4,000 Closed
OFS
1165
OneAscent Financial Services
Alabama
– – -3,505 Closed
MWAM
1166
Manhattan West Asset Management
California
– – -3,015 Closed
MS
1167
Maven Securities
Jersey
– – -2,967 Closed
ACP
1168
Arcus Capital Partners
Georgia
– – -2,841 Closed
BWM
1169
Blossom Wealth Management
California
– – -2,836 Closed
SWIG
1170
Strategic Wealth Investment Group
Kentucky
– – -2,755 Closed
SFS
1171
Sowell Financial Services
Arkansas
– – -2,414 Closed
MIFH
1172
Migdal Insurance & Financial Holdings
Israel
– – -2,390 Closed
SAM
1173
Silverhawk Asset Management
Arizona
– – -2,196 Closed
BIM
1174
Baldwin Investment Management
Pennsylvania
– – -2,000 Closed
VAFP
1175
Vahanian & Associates Financial Planning
New York
– – -1,970 Closed
45 46
47
48 49