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

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$162M
2
Ameriprise
2
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$6.03M
4
GS
4
GTS Securities
New York
$0
5
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1251
Armor Investment Advisors
North Carolina
$217 – – –
GS
1252
GTS Securities
New York
– -$45.3M -294,758 Closed
VMPIC
1253
Varma Mutual Pension Insurance Co
Finland
– -$35.5M -230,850 Closed
EW
1254
Evoke Wealth
California
– -$33.9M -219,068 Closed
CM
1255
Churchill Management
California
– -$18.6M -120,582 Closed
Marshall Wace
1256
Marshall Wace
United Kingdom
– -$4.41M -28,667 Closed
TCB
1257
Texas Capital Bancshares
Texas
– -$3.47M -22,585 Closed
WAS
1258
Wealth Advisory Solutions
Indiana
– -$3.18M -20,646 Closed
YIH
1259
Y-Intercept (HK)
Hong Kong
– -$1.43M -9,286 Closed
SEM
1260
Strategic Equity Management
Arizona
– -$1.32M -8,561 Closed
TSS
1261
Two Sigma Securities
New York
– -$673K -4,374 Closed
ESB
1262
Essex Savings Bank
Connecticut
– -$563K -3,662 Closed
BKA
1263
Brick & Kyle Associates
Pennsylvania
– -$563K -3,660 Closed
OAM
1264
Oppenheimer Asset Management
New York
– -$530K -3,447 Closed
APCM
1265
Alaska Permanent Capital Management
Alaska
– -$469K -3,052 Closed
WAOTB
1266
Wealth Advisors of Tampa Bay
Florida
– -$406K -2,642 Closed
TI
1267
Trexquant Investment
Connecticut
– -$390K -2,535 Closed
LC
1268
Lavaca Capital
Texas
– -$369K -2,400 Closed
AFG
1269
AFS Financial Group
Maryland
– -$333K -2,167 Closed
AWA
1270
Acorn Wealth Advisors
Michigan
– -$302K -1,966 Closed
HKIMG
1271
Hutchens & Kramer Investment Management Group
Indiana
– -$296K -1,938 Closed
OWA
1272
Octavia Wealth Advisors
Ohio
– -$273K -1,762 Closed
SFFS
1273
Stonehage Fleming Financial Services
Jersey
– -$265K -1,725 Closed
TA
1274
Tactive Advisors
Florida
– -$263K -1,708 Closed
ACP
1275
Aviance Capital Partners
Florida
– -$242K -1,573 Closed
49 50
51
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