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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 Market Value Shares Shares
Change 		Shares
Change %
AWM
151
AE Wealth Management
Kansas
$12.9M 79,975 +45,075 +129%
EA
152
Efficient Advisors
Ohio
$12.9M 79,843 -8,001 -9%
WP
153
WealthPLAN Partners
Nebraska
$12.8M 79,335 +388 +0.5%
AIA
154
Alera Investment Advisors
Illinois
$12.6M 78,387 +838 +1%
LWA
155
LWS Wealth Advisors
New Jersey
$12.6M 78,135 +2,565 +3%
PP
156
Prosperity Planning
Missouri
$12.5M 77,741 +4,564 +6%
CFO
157
Callan Family Office
Pennsylvania
$12.5M 77,283 -50 -0.1%
MWM
158
Modera Wealth Management
New Jersey
$12.3M 76,573 +9,770 +15%
CFP
159
Catalyst Financial Partners
Massachusetts
$12.1M 74,793 +7,337 +11%
EPP
160
ETF Portfolio Partners
Kansas
$11.9M 74,037 -997 -1%
FAIM
161
Financial Advocates Investment Management
Washington
$11.9M 73,720 -3,001 -4%
IWMWV
162
Ironwood Wealth Management (West Virginia)
West Virginia
$11.7M 73,429 -447 -0.6%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M 72,463 -12,498 -15%
PW
164
Peninsula Wealth
California
$11.7M 72,430 +194 +0.3%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$11.6M 72,250 -3,129 -4%
GRP
166
Global Retirement Partners
California
$11.5M 71,428 -4,435 -6%
AAP
167
Arax Advisory Partners
Colorado
$11.5M 71,148 +59,928 +534%
BPA
168
Beacon Pointe Advisors
California
$11.3M 69,909 +5,540 +9%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$11.1M 68,684 – –
AWS
170
Atria Wealth Solutions
New York
$11M 68,294 -1,289 -2%
CS
171
Comerica Securities
Michigan
$11M 68,033 +1,781 +3%
OIA
172
OneDigital Investment Advisors
Kansas
$10.8M 66,772 -1,606 -2%
JWCA
173
J.W. Cole Advisors
Florida
$10.7M 66,636 +2,084 +3%
CFG
174
Citizens Financial Group
Rhode Island
$10.7M 66,164 -3,635 -5%
GWAM
175
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.7M 66,145 +1,763 +3%
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