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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.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.2%
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
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
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
V
5
Veritable
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$21.4M 139,032 -1,688 -1%
DSA
102
Droms Strauss Advisors
Missouri
$21M 136,303 +566 +0.4%
BFPW
103
BOK Financial Private Wealth
Colorado
$20.2M 130,374 -2,388 -2%
AAP
104
Arax Advisory Partners
Colorado
$19.9M 129,390 +58,242 +82%
CG
105
Colony Group
Massachusetts
$19.4M 126,318 +21,495 +21%
MCM
106
MV Capital Management
Maryland
$19.4M 125,932 +7,320 +6%
DI
107
DDFG Inc
California
$19.3M 125,696 -2,477 -2%
GSWM
108
Greenup Street Wealth Management
Michigan
$19.3M 125,541 +5,047 +4%
LFS
109
Lutz Financial Services
Nebraska
$19.1M 124,218 -1,584 -1%
PFO
110
Pathstone Family Office
New Jersey
$19M 123,712 +122,273 +8,497%
FWMM
111
Foundation Wealth Management (Missouri)
Missouri
$18.6M 121,130 +12,453 +11%
CM
112
Churchill Management
California
$18.6M 120,582 -6,759 -5%
WIA
113
World Investment Advisors
California
$18.4M 118,935 +116,628 +5,055%
TPCW
114
TD Private Client Wealth
New York
$18.3M 118,879 +1,754 +1%
QIM
115
Quest Investment Management
Oregon
$18.2M 118,032 – –
KL
116
KWMG LLC
Kansas
$17.9M 116,365 +646 +0.6%
Creative Planning
117
Creative Planning
Kansas
$17.8M 115,872 +6,001 +5%
PAG
118
Private Advisor Group
New Jersey
$17.7M 115,170 -35,166 -23%
AAS
119
Avantax Advisory Services
Texas
$17.6M 114,622 -13,867 -11%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$17.6M 114,483 +5,613 +5%
TCBWMS
121
Texas Capital Bank Wealth Management Services
Texas
$17.6M 114,284 -11,848 -9%
ISWM
122
Independent Solutions Wealth Management
New York
$17.5M 113,617 -12,720 -10%
GW
123
GW & Wade
Massachusetts
$17.2M 111,582 +3,281 +3%
JWA
124
JFS Wealth Advisors
Pennsylvania
$16.9M 109,780 +3,051 +3%
AA
125
Alesco Advisors
New York
$16.7M 108,821 -5,660 -5%
3 4
5
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