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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
+$207M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$99.2M
3
Truist Financial
Truist Financial
North Carolina
+$66.1M
4
UBS Group
UBS Group
Switzerland
+$64M
5
AWA
Arete Wealth Advisors
Illinois
+$49.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$182M
2
HNB
Huntington National Bank
Ohio
-$109M
3
WHAM
Windmill Hill Asset Management
United Kingdom
-$44.2M
4
Bank of America
Bank of America
North Carolina
-$42.1M
5
Wells Fargo
Wells Fargo
California
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
301
Renasant Bank
Mississippi
$3.81M -$9.43K -65 -0.2%
SFP
302
Sterling Financial Planning
New Jersey
$3.75M -$23.2K -160 -0.6%
CAM
303
Cresset Asset Management
Illinois
$3.74M +$280K +2,334 +8%
TRIA
304
Trail Ridge Investment Advisors
Colorado
$3.69M +$54.1K +373 +1%
PB
305
Pinnacle Bancorp
Nebraska
$3.62M +$435 +3 +0%
HIA
306
Harbor Investment Advisory
Maryland
$3.6M +$2.29M +15,794 +175%
JHCP
307
Jackson Hole Capital Partners
Oklahoma
$3.6M +$1.16K +8 +0%
IP
308
Investment Partners
Ohio
$3.56M -$528K -3,641 -13%
IWC
309
Integrated Wealth Concepts
Massachusetts
$3.56M -$527K -3,631 -13%
Renaissance Technologies
310
Renaissance Technologies
New York
$3.55M +$1.33M +9,200 +60%
FHA
311
First Horizon Advisors
Tennessee
$3.52M -$1.31M -9,050 -27%
AI
312
Atria Investments
North Carolina
$3.49M -$3.53M -24,334 -50%
FCC
313
Florin Court Capital
United Kingdom
$3.45M +$116K +800 +3%
KFP
314
KMG Fiduciary Partners
Ohio
$3.44M +$3.44M +23,747 New
SB
315
Simmons Bank
Arkansas
$3.44M +$490K +3,380 +17%
TFG
316
Tilson Financial Group
New Jersey
$3.42M +$3.42M +23,572 New
KP
317
Keel Point
Alabama
$3.39M – – –
EWM
318
Evercore Wealth Management
New York
$3.38M -$44.7K -308 -1%
AL
319
ACAS LLC
California
$3.34M +$3.34M +23,002 New
AAS
320
Ameritas Advisory Services
Nebraska
$3.33M +$170K +1,169 +5%
HI
321
Harbour Investments
Wisconsin
$3.3M +$297K +2,047 +10%
FAM
322
Family Asset Management
South Carolina
$3.29M +$3.29M +22,679 New
DWT
323
Dorsey & Whitney Trust
South Dakota
$3.29M +$556K +3,836 +20%
QPWM
324
Quadrant Private Wealth Management
Pennsylvania
$3.27M +$3.27M +22,575 New
WCF
325
West Coast Financial
California
$3.27M +$445K +3,066 +16%
11 12
13
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