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iShares S&P 500 Value ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$591M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Truist Financial
4
Truist Financial
North Carolina
$32.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
101
Quest Investment Management
Oregon
$17.9M 118,032 -61,883 -34%
SS
102
Simplicity Solutions
Minnesota
$17.8M 116,988 +116,988 New
AA
103
Alesco Advisors
New York
$17.6M 115,963 -1,301 -1%
SPC
104
Sigma Planning Corp
Michigan
$17.3M 113,757 -2,911 -2%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$17M 112,862 -56,024 -33%
AF
106
Allworth Financial
California
$17M 112,212 -529 -0.5%
KL
107
KWMG LLC
Kansas
$16.9M 111,062 +1,225 +1%
GIA
108
GHP Investment Advisors
Colorado
$16.8M 110,791 -411 -0.4%
BS
109
Banco Santander
Spain
$16.3M 107,278 -4,090 -4%
FWMM
110
Foundation Wealth Management (Missouri)
Missouri
$16.2M 106,963 +24 +0%
Creative Planning
111
Creative Planning
Kansas
$16.1M 105,914 -4,986 -4%
BF
112
BOK Financial
Oklahoma
$16.1M 105,899 -11,921 -10%
Northern Trust
113
Northern Trust
Illinois
$16.1M 105,868 +2,142 +2%
SAS
114
SMI Advisory Services
Indiana
$16M 110,545 +9,008 +9%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$16M 105,620 -21,401 -17%
UB
116
UMB Bank
Missouri
$15.9M 104,861 -3,735 -3%
CG
117
Colony Group
Massachusetts
$15.9M 104,663 -1,360 -1%
JWA
118
JFS Wealth Advisors
Pennsylvania
$15.9M 104,543 +792 +0.8%
IF
119
Ironwood Financial
Arizona
$15.8M 104,328 +480 +0.5%
GW
120
GW & Wade
Massachusetts
$15.7M 103,592 +5,061 +5%
CFA
121
Cahill Financial Advisors
Minnesota
$15.7M 103,471 -516 -0.5%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$15.7M 103,183 -3,436 -3%
AAS
123
Avantax Advisory Services
Texas
$15.4M 101,486 +1,168 +1%
MCM
124
MV Capital Management
Maryland
$15.3M 100,524 +3,419 +4%
FNBT
125
FineMark National Bank & Trust
Florida
$15.2M 100,102 -2,102 -2%
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5
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