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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
Ameriprise
2
Ameriprise
Minnesota
$431M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$652M
4
PWAG
4
Polaris Wealth Advisory Group
California
$43.3M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$95.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.78B
2
HNB
2
Huntington National Bank
Ohio
$154M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$37.2M
4
Wells Fargo
4
Wells Fargo
California
$1.3B
5
Goldman Sachs
5
Goldman Sachs
New York
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$16.3M +$1.71M +10,581 +12%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$16.2M -$406K -2,521 -2%
CA
128
Clearstead Advisors
Ohio
$16.2M +$11.7M +72,738 +264%
FNBT
129
FineMark National Bank & Trust
Florida
$16.1M -$27.9K -173 -0.2%
BS
130
Banco Santander
Spain
$16.1M -$1.23M -7,615 -7%
Citigroup
131
Citigroup
New York
$16M +$3.19M +19,775 +25%
BF
132
BOK Financial
Oklahoma
$15.4M -$1.72M -10,652 -10%
AWM
133
Avitas Wealth Management
California
$15.3M +$161K +1,001 +1%
UB
134
UMB Bank
Missouri
$15M -$1.86M -11,532 -11%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$15M -$2.01M -12,495 -12%
JMF
136
Johnson Midwest Financial
Iowa
$14.7M +$14.7M +91,447 New
TCM
137
Traynor Capital Management
Pennsylvania
$14.7M -$447K -2,771 -3%
PRS
138
Pinkerton Retirement Specialists
Idaho
$14.6M +$8.09M +50,183 +125%
GIA
139
Gladstone Institutional Advisory
Florida
$14.5M +$505K +3,131 +4%
SC
140
Savant Capital
Illinois
$14.3M +$1.63M +10,143 +13%
FMC
141
First Merchants Corp
Indiana
$14.3M -$216K -1,338 -1%
NCM
142
Narwhal Capital Management
Georgia
$14.2M – – –
RFA
143
RTD Financial Advisors
Pennsylvania
$14M -$93.3K -579 -0.7%
BWA
144
BDO Wealth Advisors
Florida
$13.7M -$446K -2,764 -3%
MGIA
145
Matthew Goff Investment Advisor
Texas
$13.6M +$518K +3,217 +4%
AIG
146
American International Group
New York
$13.4M -$2.14M -13,300 -14%
PRWA
147
Platte River Wealth Advisors
Colorado
$13.3M +$1.28M +7,928 +11%
AIA
148
Arcadia Investment Advisors
Idaho
$13.2M -$8.7K -54 -0.1%
OAM
149
Occidental Asset Management
California
$13.2M +$2.93M +18,193 +29%
CFB
150
Cullen/Frost Bankers
Texas
$13.1M +$1.64M +10,185 +14%
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