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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 %
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$11.7M 76,795 -7,260 -9%
LWA
152
LWS Wealth Advisors
New Jersey
$11.5M 75,570 +14,591 +24%
SC
153
Saiph Capital
New Jersey
$11.5M 75,500 +47,236 +167%
GRP
154
Global Retirement Partners
California
$11.5M 75,863 +55,783 +278%
TNBTD
155
Trustmark National Bank Trust Department
Mississippi
$11.4M 75,379 – –
EPP
156
ETF Portfolio Partners
Kansas
$11.4M 75,034 +2,803 +4%
PRWA
157
Platte River Wealth Advisors
Colorado
$11.3M 74,457 +1,167 +2%
BOS
158
Bank of Stockton
California
$11.2M 73,549 -4,038 -5%
IWMWV
159
Ironwood Wealth Management (West Virginia)
West Virginia
$11.2M 73,876 -1,013 -1%
PP
160
Prosperity Planning
Missouri
$11.1M 73,177 +1,673 +2%
PW
161
Peninsula Wealth
California
$11M 72,236 +89 +0.1%
CFB
162
Cullen/Frost Bankers
Texas
$10.8M 71,220 -87,114 -55%
CFG
163
Citizens Financial Group
Rhode Island
$10.6M 69,799 +2,498 +4%
AWS
164
Atria Wealth Solutions
New York
$10.6M 69,583 -16,718 -19%
Cerity Partners
165
Cerity Partners
New York
$10.5M 69,508 +20,946 +43%
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$10.4M 68,684 -3,270 -5%
OIA
167
OneDigital Investment Advisors
Kansas
$10.4M 68,378 -418 -0.6%
Squarepoint
168
Squarepoint
New York
$10.4M 68,331 +68,331 New
JGC
169
J. Goldman & Co
New York
$10.4M 68,250 +54,791 +407%
CFP
170
Catalyst Financial Partners
Massachusetts
$10.2M 67,456 +9,680 +17%
MWM
171
Modera Wealth Management
New Jersey
$10.1M 66,803 -714 -1%
BlackRock
172
BlackRock
New York
$10.1M 66,681 -20,263 -23%
CS
173
Comerica Securities
Michigan
$10.1M 66,252 -1,878 -3%
Citadel Advisors
174
Citadel Advisors
Florida
$9.99M 65,845 +65,333 +12,760%
SIAM
175
Sterling Investment Advisors (Missouri)
Missouri
$9.96M 65,619 -746 -1%
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