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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
HNB
2
Huntington National Bank
Ohio
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$591M
4
Wells Fargo
4
Wells Fargo
California
$1.26B
5
Truist Financial
5
Truist Financial
North Carolina
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
126
American International Group
New York
$14.7M 96,672 +53,900 +126%
CM
127
Churchill Management
California
$14.6M 96,272 +96,272 New
WIM
128
Warwick Investment Management
Texas
$14.5M 95,692 +1,990 +2%
TCM
129
Traynor Capital Management
Pennsylvania
$14.3M 94,105 -1,301 -1%
AWM
130
Avitas Wealth Management
California
$14.2M 93,777 -48,564 -34%
Amundi
131
Amundi
France
$13.9M 92,350 +92,350 New
MML Investors Services
132
MML Investors Services
Massachusetts
$13.8M 90,846 -9,653 -10%
FMC
133
First Merchants Corp
Indiana
$13.7M 90,021 -1,069 -1%
GSWM
134
Greenup Street Wealth Management
Michigan
$13.4M 88,456 -12,526 -12%
BWA
135
BDO Wealth Advisors
Florida
$13.3M 87,893 -2,694 -3%
EA
136
Efficient Advisors
Ohio
$13.3M 87,844 -6,158 -7%
NCM
137
Narwhal Capital Management
Georgia
$13.3M 87,830 – –
CAL
138
Capital Analysts LLC
Pennsylvania
$13.3M 87,641 +14,126 +19%
RFA
139
RTD Financial Advisors
Pennsylvania
$13.3M 87,545 -2,230 -2%
GIA
140
Gladstone Institutional Advisory
Florida
$13.1M 86,627 -9,279 -10%
AIA
141
Arcadia Investment Advisors
Idaho
$12.4M 81,990 -1,712 -2%
MGIA
142
Matthew Goff Investment Advisor
Texas
$12.3M 81,286 -1,072 -1%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1M 84,961 +3,652 +4%
Citigroup
144
Citigroup
New York
$12M 79,373 +247 +0.3%
WP
145
WealthPLAN Partners
Nebraska
$12M 78,947 -4,411 -5%
SC
146
Savant Capital
Illinois
$12M 78,788 +3,920 +5%
AIA
147
Alera Investment Advisors
Illinois
$11.8M 77,549 +75 +0.1%
BPCE
148
Bank Pictet & Cie (Europe)
Germany
$11.7M 77,390 -42,000 -35%
CFO
149
Callan Family Office
Pennsylvania
$11.7M 77,333 +270 +0.4%
FAIM
150
Financial Advocates Investment Management
Washington
$11.7M 76,721 -3,676 -5%
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