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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.19%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$93.1M
2
CAN
2
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
3
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$47.7M
5
GS
5
GTS Securities
New York
$45.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$138M
2
Wells Fargo
2
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B
4
LWM
4
LJI Wealth Management
Indiana
$498K
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1151
Paloma Partners
Connecticut
– -$1.02M -6,308 Closed
FPCG
1152
Forum Private Client Group
Indiana
– -$913K -5,666 Closed
BBP
1153
Banco BTG Pactual
Brazil
– -$901K -5,588 Closed
Wolverine Trading
1154
Wolverine Trading
Illinois
– -$711K -4,458 Closed
CS
1155
Capital Square
Tennessee
– -$691K -4,284 Closed
BBVA
1156
Banco Bilbao Vizcaya Argentaria
Spain
– -$659K -4,098 Closed
NW
1157
Naviter Wealth
Arkansas
– -$637K -3,951 Closed
CG
1158
Caprock Group
Idaho
– -$623K -3,863 Closed
AWA
1159
Arkadios Wealth Advisors
Georgia
– -$529K -3,284 Closed
CIAS
1160
CFS Investment Advisory Services
New Jersey
– -$483K -2,994 Closed
GM
1161
Granger Management
New York
– -$418K -2,593 Closed
LWM
1162
Laidlaw Wealth Management
New York
– -$357K -2,216 Closed
MC
1163
Mathes Company
New York
– -$298K -1,850 Closed
TCM
1164
Triumph Capital Management
Colorado
– -$284K -1,763 Closed
CP
1165
Coho Partners
Pennsylvania
– -$282K -1,750 Closed
Jane Street
1166
Jane Street
New York
– -$277K -1,720 Closed
RMDI
1167
R.M. Davis Inc
Maine
– -$275K -1,709 Closed
CW
1168
CreativeOne Wealth
Kansas
– -$274K -1,701 Closed
UFA
1169
US Financial Advisors
Massachusetts
– -$252K -1,564 Closed
MHS
1170
M Holdings Securities
Oregon
– -$232K -1,440 Closed
BFS
1171
Bard Financial Services
Connecticut
– -$221K -1,370 Closed
PWG
1172
Portside Wealth Group
Utah
– -$218K -1,354 Closed
NDSI
1173
Newman Dignan & Sheerar Inc
Rhode Island
– -$218K -1,353 Closed
GSIAS
1174
Garden State Investment Advisory Services
New Jersey
– -$214K -1,330 Closed
Fisher Asset Management
1175
Fisher Asset Management
Washington
– -$211K -1,311 Closed
45 46
47
48 49