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iShares S&P 500 Value ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Value ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 449 reducing their positions, and 62 closing their positions.

Holders
1,141
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
18.19%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.56%
New
79
Increased
293
Reduced
449
Closed
62
Calls
$23.4M
Puts
$3.86M
Net Calls
+$19.5M
Net Calls Change
-$2.85M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$93.1M
2
CAN
2
Cetera Advisor Networks
California
$97.1M
3
Comerica Bank
3
Comerica Bank
Texas
$62.6M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$47.7M
5
GS
5
GTS Securities
New York
$45.3M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$138M
2
Wells Fargo
2
Wells Fargo
California
$1.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B
4
LWM
4
LJI Wealth Management
Indiana
$498K
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
151
RTD Financial Advisors
Pennsylvania
$13.1M 85,220 -1,746 -2%
BPA
152
Beacon Pointe Advisors
California
$13.1M 84,956 +15,047 +22%
MGIA
153
Matthew Goff Investment Advisor
Texas
$13M 84,483 -20 -0%
PRWA
154
Platte River Wealth Advisors
Colorado
$12.8M 83,360 +975 +1%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$12.8M 83,091 +75,094 +939%
LWA
156
LWS Wealth Advisors
New Jersey
$12.4M 80,712 +2,577 +3%
PP
157
Prosperity Planning
Missouri
$12.3M 80,171 +2,430 +3%
OAM
158
Occidental Asset Management
California
$12.3M 80,156 -1,564 -2%
AIA
159
Arcadia Investment Advisors
Idaho
$12.3M 80,081 -1,855 -2%
WP
160
WealthPLAN Partners
Nebraska
$12.3M 79,707 +372 +0.5%
PW
161
Peninsula Wealth
California
$12M 80,298 +7,868 +11%
CFO
162
Callan Family Office
Pennsylvania
$11.9M 77,282 -1 -0%
JF
163
JSF Financial
California
$11.8M 76,825 +20,376 +36%
MWM
164
Modera Wealth Management
New Jersey
$11.6M 75,134 -1,439 -2%
EPP
165
ETF Portfolio Partners
Kansas
$11.4M 74,279 +242 +0.3%
AIA
166
Alera Investment Advisors
Illinois
$11.3M 73,673 -4,714 -6%
CFP
167
Catalyst Financial Partners
Massachusetts
$11.3M 73,443 -1,350 -2%
EA
168
Efficient Advisors
Ohio
$11.2M 72,926 -6,917 -9%
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$11.1M 72,250 – –
IWMWV
170
Ironwood Wealth Management (West Virginia)
West Virginia
$11M 72,876 -553 -0.8%
Cerity Partners
171
Cerity Partners
New York
$11M 71,433 +6,414 +10%
AWS
172
Atria Wealth Solutions
New York
$10.9M 70,891 +2,597 +4%
FAIM
173
Financial Advocates Investment Management
Washington
$10.9M 71,008 -2,712 -4%
JWCA
174
J.W. Cole Advisors
Florida
$10.3M 67,089 +453 +0.7%
GWAM
175
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.3M 66,637 +492 +0.7%
5 6
7
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