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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 %
VFPI
1176
Vantage Financial Partners (Illinois)
Illinois
– -$210K -1,300 Closed
CCA
1177
Cora Capital Advisors
New Jersey
– -$208K -1,292 Closed
KA
1178
Kovack Advisors
Florida
– -$207K -1,282 Closed
RWP
1179
RWA Wealth Partners
Massachusetts
– -$206K -1,277 Closed
HFA
1180
High Falls Advisors
New York
– -$205K -1,273 Closed
PS
1181
Planned Solutions
California
– -$204K -1,267 Closed
BB
1182
Busey Bank
Illinois
– -$203K -1,262 Closed
FB
1183
Fulton Bank
Pennsylvania
– -$203K -1,258 Closed
SFG
1184
Sage Financial Group
Pennsylvania
– -$200K -1,241 Closed
ACA
1185
Atlas Capital Advisors
Wyoming
– -$191K -1,186 Closed
SIS
1186
Sound Income Strategies
Florida
– -$174K -1,080 Closed
VAG
1187
VisionPoint Advisory Group
Texas
– -$152K -945 Closed
OP
1188
ORG Partners
Indiana
– -$152K -943 Closed
IWP
1189
Icon Wealth Partners
Texas
– -$150K -931 Closed
ODG
1190
O'Dell Group
Ohio
– -$129K -800 Closed
2L
1191
25 LLC
Missouri
– -$93.6K -569 Closed
CWA
1192
Clearview Wealth Advisors
Oregon
– -$82K -509 Closed
CAS
1193
Coppell Advisory Solutions
Texas
– -$48.4K -303 Closed
FGAM
1194
Financial Gravity Asset Management
Texas
– -$25 -157 Closed
SAM
1195
Securian Asset Management
Minnesota
– -$24.2K -150 Closed
SF
1196
Safeguard Financial
Wisconsin
– -$23K -144 Closed
BGIM
1197
Brandywine Global Investment Management
Pennsylvania
– -$17.7K -110 Closed
RI
1198
Ridgewood Investments
New Jersey
– -$17.6K -109 Closed
FA
1199
Faithward Advisors
Pennsylvania
– -$17K -104 Closed
IGWM
1200
ICA Group Wealth Management
Colorado
– -$12.4K -77 Closed
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