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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 %
3LCM
1176
3D/L Capital Management
Connecticut
– – -1,921 Closed
RT
1177
Rockland Trust
Massachusetts
– – -1,892 Closed
TL
1178
Tradewinds LLC
North Carolina
– – -1,705 Closed
CIA
1179
Capital Investment Advisors
Georgia
– – -1,697 Closed
TYCC
1180
Texas Yale Capital Corp
Florida
– – -1,600 Closed
NWMG
1181
National Wealth Management Group
Ohio
– – -1,587 Closed
FAG
1182
Fortitude Advisory Group
Washington
– – -1,587 Closed
NGA
1183
Naples Global Advisors
Florida
– – -1,380 Closed
DWM
1184
Destination Wealth Management
California
– – -1,366 Closed
GA
1185
Greenspring Advisors
Maryland
– – -1,338 Closed
BA
1186
Bellwether Advisors
Nebraska
– – -906 Closed
SC
1187
Stephens Consulting
Michigan
– – -734 Closed
GCWM
1188
Graham Capital Wealth Management
District of Columbia
– – -720 Closed
GFWA
1189
Grey Fox Wealth Advisors
Delaware
– – -702 Closed
TCWA
1190
Ten Capital Wealth Advisors
Washington
– – -486 Closed
AWM
1191
Accel Wealth Management
Iowa
– – -428 Closed
TWA
1192
TCI Wealth Advisors
Arizona
– – -226 Closed
FCA
1193
Fortis Capital Advisors
Kansas
– – -191 Closed
SSC
1194
Syverson Strege & Co
Iowa
– – -175 Closed
BL
1195
Balentine LLC
Georgia
– – -95 Closed
SC
1196
SouthState Corp
Florida
– – -77 Closed
AWM
1197
Activest Wealth Management
Florida
– – -53 Closed
AC
1198
Asio Capital
Kentucky
– – -45 Closed
Optiver Holding
1199
Optiver Holding
Netherlands
– – -13 Closed
SSG
1200
Summit Securities Group
New York
– – -3 Closed
45 46 47
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