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iShares S&P 500 Value ETF
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Overview Fund Activity

1,112 hedge funds and large institutions have $17.9B invested in iShares S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 370 increasing their positions, 354 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+73
Holders Change %
+7.03%
% of All Funds
17.94%
Holding in Top 10
111
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+30.59%
% of All Funds
1.79%
New
162
Increased
370
Reduced
354
Closed
65
Calls
$22.4M
Puts
$5.35M
Net Calls
+$17.1M
Net Calls Change
+$707K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
Truist Financial
North Carolina
$81.3M
4
UBS Group
UBS Group
Switzerland
$545M
5
AWA
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$670M
2
HNB
Huntington National Bank
Ohio
$129M
3
WHAM
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
Bank of America
North Carolina
$980M
5
Wells Fargo
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
251
Fifth Third Securities
Ohio
$5.74M -$363K -2,499 -6%
WPW
252
Watershed Private Wealth
Illinois
$5.71M +$5.71M +39,394 New
YIA
253
YHB Investment Advisors
Connecticut
$5.63M +$844K +5,818 +18%
SF
254
Synovus Financial
Georgia
$5.58M -$247K -1,705 -4%
AC
255
Anson Capital
Georgia
$5.55M +$780K +5,376 +16%
PFG
256
Pacific Financial Group
Washington
$5.53M +$261K +1,801 +5%
SIA
257
Soltis Investment Advisors
Utah
$5.4M +$631K +4,349 +13%
TCB
258
Texas Capital Bancshares
Texas
$5.39M +$9.43K +65 +0.2%
SG Americas Securities
259
SG Americas Securities
New York
$5.38M -$218K -1,501 -4%
NF
260
Nvest Financial
New Hampshire
$5.37M +$244K +1,680 +5%
TCM
261
Telos Capital Management
California
$5.36M +$75.6K +521 +1%
GLLW
262
Graves Light Lenhart Wealth
Virginia
$5.31M -$182K -1,256 -3%
GEA
263
Glen Eagle Advisors
New Jersey
$5.28M +$351K +2,420 +7%
EWA
264
EP Wealth Advisors
California
$5.18M -$126K -866 -2%
Franklin Resources
265
Franklin Resources
California
$5.14M +$435 +3 +0%
TIM
266
Tortoise Investment Management
New York
$5.05M -$98.2K -677 -2%
ASN
267
Advisory Services Network
Georgia
$5.04M +$355K +2,447 +8%
AP
268
Arlington Partners
Alabama
$5.03M -$44.1K -304 -0.9%
BFG
269
Beacon Financial Group
Texas
$5.02M -$116K -799 -2%
SS
270
Sunbelt Securities
Texas
$4.95M +$291K +2,006 +6%
CAG
271
Csenge Advisory Group
Florida
$4.92M +$29.2K +201 +0.6%
NB
272
Nicolet Bankshares
Wisconsin
$4.79M – – –
ABC
273
Associated Banc-Corp
Wisconsin
$4.64M +$440K +3,033 +10%
PPC
274
Park Place Capital
Alabama
$4.63M +$4.63M +31,897 New
WA
275
Wealth Alliance
New York
$4.58M +$4.25M +29,291 +1,285%
9 10
11
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