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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 Holding Trade Value Shares
Change 		Shares
Change %
LIA
201
LBMC Investment Advisors
Tennessee
$8.22M -$140K -926 -2%
AMG
202
Asset Management Group
Connecticut
$8.17M +$8.92K +58 +0.1%
CFA
203
Camarda Financial Advisors
Florida
$8.16M +$46.8K +304 +0.6%
GPA
204
Guidance Point Advisors
Massachusetts
$8.16M +$6.31K +41 +0.1%
MMRF
205
Michelson Medical Research Foundation
California
$7.99M – – –
CAM
206
Cresset Asset Management
Illinois
$7.98M +$43.7K +283 +0.6%
SC
207
Sierra Capital
Florida
$7.97M – – –
BC
208
Bartlett & Co
Ohio
$7.97M +$175K +1,134 +2%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$7.97M +$175K +1,134 +2%
BSW
210
Buckingham Strategic Wealth
Missouri
$7.93M -$50.6K -329 -0.6%
PRS
211
Pinkerton Retirement Specialists
Idaho
$7.77M -$6.13M -39,829 -44%
SWMP
212
Signature Wealth Management Partners
New Jersey
$7.73M +$371K +2,413 +5%
HWM
213
HB Wealth Management
Georgia
$7.7M +$442K +2,873 +6%
PA
214
Parallel Advisors
California
$7.54M +$949K +6,168 +14%
GL
215
Graypoint LLC
New York
$7.48M -$198K -1,290 -3%
KPWG
216
KFA Private Wealth Group
Virginia
$7.47M +$218K +1,418 +3%
WWM
217
Western Wealth Management
Colorado
$7.39M +$218K +1,414 +3%
FWP
218
FAS Wealth Partners
Kansas
$7.35M -$462 -3 -0%
IC
219
IEQ Capital
California
$7.24M -$8K -52 -0.1%
Allianz Asset Management
220
Allianz Asset Management
Germany
$7.18M – – –
PAIM
221
Punch & Associates Investment Management
Minnesota
$7.09M -$315K -2,050 -4%
GVAG
222
Great Valley Advisor Group
Delaware
$7.07M -$659K -4,286 -9%
BRWA
223
B. Riley Wealth Advisors
Florida
$7.01M -$220K -1,422 -3%
SEI Investments
224
SEI Investments
Pennsylvania
$6.97M -$202K -1,315 -3%
LWP
225
LMG Wealth Partners
Louisiana
$6.93M +$127K +828 +2%
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