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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SWP
176
Stratos Wealth Partners
Ohio
$9.85M +$1.98M +13,043 +25%
JWCA
177
J.W. Cole Advisors
Florida
$9.8M -$185K -1,222 -2%
GWAM
178
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.77M +$1.05M +6,921 +12%
BPA
179
Beacon Pointe Advisors
California
$9.77M +$256K +1,688 +3%
OAM
180
Occidental Asset Management
California
$9.64M -$119K -783 -1%
SC
181
Sepio Capital
Utah
$9.42M – – –
Bank of New York Mellon
182
Bank of New York Mellon
New York
$9.23M +$70.9K +467 +0.8%
RIG
183
Ramiah Investment Group
Wisconsin
$9.21M +$9.21M +60,682 New
BFM
184
Broadview Financial Management
Wisconsin
$9.2M +$208K +1,368 +2%
SC
185
Sierra Capital
Florida
$9.11M +$16.5K +109 +0.2%
RFM
186
Royal Fund Management
Florida
$9.03M -$925K -6,093 -9%
AIM
187
Acropolis Investment Management
Missouri
$8.96M -$146K -963 -2%
JF
188
JSF Financial
California
$8.82M -$300K -1,979 -3%
PL
189
Polianta Ltd
Jersey
$8.74M +$4.01M +26,400 +85%
FBA
190
Front Barnett Associates
Illinois
$8.7M -$67.2K -443 -0.8%
LIA
191
LBMC Investment Advisors
Tennessee
$8.46M -$288K -1,895 -3%
IW
192
Instrumental Wealth
Florida
$8.25M +$8.25M +54,666 New
BFA
193
BBJS Financial Advisors
Washington
$8.15M +$1.25M +8,208 +18%
CWM
194
Calamos Wealth Management
Illinois
$8.11M -$1.01M -6,663 -11%
AMG
195
Asset Management Group
Connecticut
$8.06M +$36K +237 +0.4%
GPA
196
Guidance Point Advisors
Massachusetts
$8.05M +$285K +1,880 +4%
PFP
197
Pinnacle Financial Partners
Tennessee
$7.92M +$335K +2,206 +4%
MMRF
198
Michelson Medical Research Foundation
California
$7.88M -$6.25M -41,180 -44%
GL
199
Graypoint LLC
New York
$7.79M -$332K -2,189 -4%
BC
200
Bartlett & Co
Ohio
$7.64M +$734K +4,839 +11%
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