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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
17.89%
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 %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$7.64M +$734K +4,839 +11%
PAS
202
Park Avenue Securities
New York
$7.56M +$1.08M +7,105 +17%
GVAG
203
Great Valley Advisor Group
Delaware
$7.44M -$69.1K -455 -0.9%
FWP
204
FAS Wealth Partners
Kansas
$7.39M -$232K -1,527 -3%
PAIM
205
Punch & Associates Investment Management
Minnesota
$7.31M -$202K -1,333 -3%
BRWA
206
B. Riley Wealth Advisors
Florida
$7.19M -$3.74M -24,632 -34%
IC
207
IEQ Capital
California
$7.13M +$697K +4,592 +11%
SEI Investments
208
SEI Investments
Pennsylvania
$7.1M -$166K -1,096 -2%
BSW
209
Buckingham Strategic Wealth
Missouri
$7.1M – – –
Allianz Asset Management
210
Allianz Asset Management
Germany
$7.09M -$51M -335,975 -88%
KPWG
211
KFA Private Wealth Group
Virginia
$7.08M -$461K -3,040 -6%
VC
212
Vicus Capital
Pennsylvania
$7.08M -$277K -1,827 -4%
AWE
213
Avidian Wealth Enterprises
Texas
$7.06M +$7.06M +46,539 New
WWM
214
Western Wealth Management
Colorado
$7.06M -$127K -835 -2%
CA
215
Centerpoint Advisors
Massachusetts
$7.06M -$86.7K -571 -1%
HWM
216
HB Wealth Management
Georgia
$7.04M +$366K +2,414 +5%
ASW
217
Astoria Strategic Wealth
Texas
$7.04M +$549K +3,618 +8%
AF
218
Advisornet Financial
Minnesota
$6.95M +$5.01K +33 +0.1%
WJA
219
Willis Johnson & Associates
Texas
$6.94M -$483K -3,180 -7%
BFS
220
Bradley Foster & Sargent
Connecticut
$6.79M -$16.4K -108 -0.2%
ASFA
221
All Season Financial Advisors
Colorado
$6.68M +$78K +514 +1%
LWP
222
LMG Wealth Partners
Louisiana
$6.67M +$118K +779 +2%
SWMP
223
Signature Wealth Management Partners
New Jersey
$6.64M -$135K -891 -2%
PA
224
Parallel Advisors
California
$6.51M -$365K -2,407 -5%
SWM
225
Soundmark Wealth Management
Washington
$6.44M -$151K -993 -2%
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