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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1201
Abound Wealth Management
Tennessee
$19.4K +$173 +1 +0.9%
FFA
1202
Frazier Financial Advisors
Ohio
$19.3K +$19.3K +111 New
RTL
1203
Red Tortoise LLC
Georgia
$19.1K – – –
CMP
1204
Coston McIsaac & Partners
Maine
$18K – – –
QPBE
1205
Quintet Private Bank (Europe)
Luxembourg
$17.4K – – –
Nomura Asset Management
1206
Nomura Asset Management
Japan
$17.4K – – –
LA
1207
LM Advisors
California
$17.2K +$17.2K +99 New
DFC
1208
DB Fitzpatrick & Co
Idaho
$16.5K – – –
HFM
1209
Hartford Financial Management
Connecticut
$16.3K – – –
ITIM
1210
Indiana Trust & Investment Management
Indiana
$16K +$16K +92 New
RWM
1211
Ruedi Wealth Management
Illinois
$15.7K +$15.7K +90 New
FMP
1212
Financial Management Professionals
Texas
$15K +$15K +85 New
GI
1213
Gradient Investments
Minnesota
$14.3K +$1.22K +7 +9%
DF
1214
DecisionPoint Financial
Arizona
$14.1K +$14.1K +81 New
FWM
1215
FSA Wealth Management
Massachusetts
$14K +$14K +80 New
SIM
1216
Studio Investment Management
Illinois
$13.6K – – –
NFSG
1217
Newbridge Financial Services Group
Florida
$12.7K +$174 +1 +1%
NC
1218
NewSquare Capital
Pennsylvania
$12.5K – – –
TFA
1219
Toth Financial Advisory
Virginia
$12.3K – – –
BCMLT
1220
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K -$5.38K -35 -30%
PIS
1221
POM Investment Strategies
North Carolina
$11K +$11K +63 New
FMB
1222
Field & Main Bank
Kentucky
$10.6K – – –
KFS
1223
Kelly Financial Services
Massachusetts
$10.5K – – –
FCA
1224
FinTrust Capital Advisors
South Carolina
$10.4K – – –
PIP
1225
Peachtree Investment Partners
Florida
$9.84K +$173 +1 +2%
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49
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