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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
201
Broadview Financial Management
Wisconsin
$10.1M -$85.6K -492 -0.8%
IW
202
Instrumental Wealth
Florida
$10.1M +$42.2K +244 +0.4%
ABC
203
Associated Banc-Corp
Wisconsin
$9.87M +$3.92M +22,558 +66%
KPWG
204
KFA Private Wealth Group
Virginia
$9.84M +$1.39M +8,010 +16%
LIA
205
LBMC Investment Advisors
Tennessee
$9.49M +$8.87K +51 +0.1%
AIM
206
Acropolis Investment Management
Missouri
$9.44M -$342K -1,966 -3%
AMG
207
Asset Management Group
Connecticut
$9.3M +$62.3K +358 +0.7%
HW
208
Hancock Whitney
Mississippi
$9.3M +$3.29M +18,918 +55%
GPA
209
Guidance Point Advisors
Massachusetts
$9.19M -$32K -184 -0.3%
FAN
210
Financial Advisors Network
California
$9.14M -$581K -3,343 -6%
CAM
211
Cresset Asset Management
Illinois
$9.1M +$123K +705 +1%
SWMP
212
Signature Wealth Management Partners
New Jersey
$9.1M +$362K +2,080 +4%
PFP
213
Pinnacle Financial Partners
Tennessee
$9.05M -$268K -1,541 -3%
SC
214
Sierra Capital
Florida
$9.03M +$22.6K +130 +0.3%
MMRF
215
Michelson Medical Research Foundation
California
$9.03M – – –
Bank of New York Mellon
216
Bank of New York Mellon
New York
$9.01M -$1.65M -9,509 -16%
RSWM
217
Robertson Stephens Wealth Management
California
$8.87M -$1.27M -7,321 -13%
GL
218
Graypoint LLC
New York
$8.84M +$389K +2,235 +5%
IC
219
IEQ Capital
California
$8.82M +$635K +3,649 +8%
FEG
220
Financial Enhancement Group
Indiana
$8.68M +$2.28M +13,298 +36%
HWM
221
HB Wealth Management
Georgia
$8.62M -$75.6K -435 -0.9%
AT
222
Arlington Trust
Alabama
$8.57M +$6.94M +39,895 +426%
WWM
223
Western Wealth Management
Colorado
$8.5M +$146K +842 +2%
PA
224
Parallel Advisors
California
$8.34M -$184K -1,060 -2%
SPC
225
Sigma Planning Corp
Michigan
$8.26M -$9.85M -56,663 -54%
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