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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
PA
2
Probity Advisors
Texas
$46.9M
3
Ameriprise
3
Ameriprise
Minnesota
$431M
4
QS
4
Quantitative Strategies
California
$28.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$652M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$37.2M
3
Wells Fargo
3
Wells Fargo
California
$1.3B
4
Goldman Sachs
4
Goldman Sachs
New York
$492M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
CM
101
Churchill Management
California
$20.5M 127,341 +31,069 +32%
ISWM
102
Independent Solutions Wealth Management
New York
$20.4M 126,337 -501 -0.4%
TCBWMS
103
Texas Capital Bank Wealth Management Services
Texas
$20.3M 126,132 -10,842 -8%
LFS
104
Lutz Financial Services
Nebraska
$20.3M 125,802 -1,248 -1%
V
105
Veritable
Delaware
$19.5M 121,051 -3,069 -2%
GSWM
106
Greenup Street Wealth Management
Michigan
$19.4M 120,494 +32,038 +36%
MCM
107
MV Capital Management
Maryland
$19.1M 118,612 +18,088 +18%
RSWM
108
Robertson Stephens Wealth Management
California
$19.1M 118,236 -3,803 -3%
QIM
109
Quest Investment Management
Oregon
$19M 118,032 – –
TPCW
110
TD Private Client Wealth
New York
$18.9M 117,125 -10,612 -8%
KL
111
KWMG LLC
Kansas
$18.7M 115,719 +4,657 +4%
AA
112
Alesco Advisors
New York
$18.5M 114,481 -1,482 -1%
Creative Planning
113
Creative Planning
Kansas
$17.7M 109,871 +3,957 +4%
GIA
114
GHP Investment Advisors
Colorado
$17.6M 107,778 -3,013 -3%
FWMM
115
Foundation Wealth Management (Missouri)
Missouri
$17.5M 108,677 +1,714 +2%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$17.5M 108,870 -3,992 -4%
GW
117
GW & Wade
Massachusetts
$17.5M 108,301 +4,709 +5%
AF
118
Allworth Financial
California
$17.4M 108,177 -4,035 -4%
SPC
119
Sigma Planning Corp
Michigan
$17.4M 107,811 -5,946 -5%
CFA
120
Cahill Financial Advisors
Minnesota
$17.4M 107,714 +4,243 +4%
JWA
121
JFS Wealth Advisors
Pennsylvania
$17.2M 106,729 +2,186 +2%
IF
122
Ironwood Financial
Arizona
$17M 105,336 +1,008 +1%
Northern Trust
123
Northern Trust
Illinois
$16.9M 104,992 -876 -0.8%
CG
124
Colony Group
Massachusetts
$16.9M 104,823 +160 +0.2%
SC
125
Saiph Capital
New Jersey
$16.7M 103,367 +27,867 +37%
3 4
5
6 7