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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BSW
201
Buckingham Strategic Wealth
Missouri
$8.36M +$468K +2,902 +6%
SC
202
Sierra Capital
Florida
$8.35M -$1.33M -8,252 -14%
AWE
203
Avidian Wealth Enterprises
Texas
$8.34M +$839K +5,208 +11%
FTUS
204
Flow Traders U.S.
New York
$8.33M +$5.33M +33,070 +178%
SWP
205
Stratos Wealth Partners
Ohio
$8.29M -$2.17M -13,483 -21%
CAM
206
Cresset Asset Management
Illinois
$8.27M +$3.1M +19,263 +60%
ASW
207
Astoria Strategic Wealth
Texas
$8.19M +$717K +4,450 +10%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$8.12M +$645 +4 +0%
BC
209
Bartlett & Co
Ohio
$8.12M +$645 +4 +0%
GVAG
210
Great Valley Advisor Group
Delaware
$8.1M +$199K +1,236 +3%
GL
211
Graypoint LLC
New York
$8.05M -$229K -1,419 -3%
PAIM
212
Punch & Associates Investment Management
Minnesota
$7.76M -$9.03K -56 -0.1%
SWMP
213
Signature Wealth Management Partners
New Jersey
$7.71M +$652K +4,044 +9%
FWP
214
FAS Wealth Partners
Kansas
$7.7M -$151K -937 -2%
HWM
215
HB Wealth Management
Georgia
$7.6M +$123K +765 +2%
KPWG
216
KFA Private Wealth Group
Virginia
$7.6M +$75.3K +467 +1%
IC
217
IEQ Capital
California
$7.6M +$20.6K +128 +0.3%
BRWA
218
B. Riley Wealth Advisors
Florida
$7.54M -$101K -629 -1%
UAS
219
United Asset Strategies
New York
$7.53M +$6.74M +41,812 +851%
Allianz Asset Management
220
Allianz Asset Management
Germany
$7.53M – – –
WWM
221
Western Wealth Management
Colorado
$7.52M +$22.4K +139 +0.3%
SEI Investments
222
SEI Investments
Pennsylvania
$7.51M -$32.4K -201 -0.4%
CA
223
Centerpoint Advisors
Massachusetts
$7.4M -$92.7K -575 -1%
AF
224
Advisornet Financial
Minnesota
$7.39M +$806 +5 +0%
VC
225
Vicus Capital
Pennsylvania
$7.28M -$238K -1,475 -3%
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