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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
18.2%
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
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
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
V
5
Veritable
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.6B 16,885,019 -388,781 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.73B 11,266,937 -81,104 -0.7%
Wells Fargo
3
Wells Fargo
California
$1.16B 7,540,304 -549,382 -7%
Bank of America
4
Bank of America
North Carolina
$1.11B 7,228,572 +215,079 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$610M 3,962,685 -80,115 -2%
UBS Group
6
UBS Group
Switzerland
$545M 3,543,957 -103,082 -3%
Goldman Sachs
7
Goldman Sachs
New York
$464M 3,016,101 -36,877 -1%
Ameriprise
8
Ameriprise
Minnesota
$392M 2,550,162 -124,736 -5%
Stifel Financial
9
Stifel Financial
Missouri
$334M 2,170,089 +28,499 +1%
LPL Financial
10
LPL Financial
California
$299M 1,940,992 +23,973 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$229M 1,490,065 +63,793 +4%
US Bancorp
12
US Bancorp
Minnesota
$205M 1,334,378 +10,074 +0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$190M 1,233,196 +82,644 +7%
M&T Bank
14
M&T Bank
New York
$170M 1,103,698 -26,809 -2%
Mariner
15
Mariner
Kansas
$168M 1,092,632 +16,831 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$160M 1,038,409 +1,575 +0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$154M 999,944 +222,088 +29%
HNB
18
Huntington National Bank
Ohio
– – – –
Fidelity Investments
19
Fidelity Investments
Massachusetts
$137M 890,452 -16,134 -2%
Lido Advisors
20
Lido Advisors
California
$135M 877,271 +85,224 +11%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$114M 743,508 -22,526 -3%
RJA
22
Raymond James & Associates
Florida
$113M 737,166 -12,699 -2%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$101M 658,436 -3,983 -0.6%
CAN
24
Cetera Advisor Networks
California
$97.1M 631,118 +462,543 +274%
MCM
25
MAI Capital Management
Ohio
$96.3M 625,742 +277 +0%
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