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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 %
WAL
326
W Advisors LLC
Tennessee
$3.27M +$110K +757 +3%
CWA
327
Clarus Wealth Advisors
Arizona
$3.26M -$346K -2,300 -10%
TPSF
328
Texas Permanent School Fund
Texas
$3.25M – – –
AFS
329
AFG Fiduciary Services
Massachusetts
$3.22M -$197K -1,355 -6%
WFAG
330
Wescott Financial Advisory Group
Pennsylvania
$3.22M +$113K +779 +4%
SIAS
331
Summit Investment Advisory Services
Minnesota
$3.19M +$3.19M +21,960 New
AWM
332
Apollon Wealth Management
South Carolina
$3.18M +$1.41M +9,712 +79%
PFS
333
Prospera Financial Services
Texas
$3.12M -$463K -3,190 -13%
MSWMA
334
Market Street Wealth Management Advisors
Indiana
$3.04M -$359K -2,474 -11%
SCM
335
Stordahl Capital Management
Colorado
$3.01M -$97.9K -675 -3%
Corient Private Wealth
336
Corient Private Wealth
Florida
$2.97M +$2.97M +20,459 New
USAA
337
United Services Automobile Association
Texas
$2.95M +$914K +6,299 +45%
CAL
338
Capital Advisors Ltd
Ohio
$2.95M +$417K +2,872 +16%
VPIM
339
Vanguard Personalized Indexing Management
California
$2.95M -$145 -1 -0%
GRP
340
Global Retirement Partners
California
$2.91M +$591K +4,071 +25%
AWP
341
Ascent Wealth Partners
New York
$2.91M -$53.1K -366 -2%
BAM
342
Brave Asset Management
New Jersey
$2.87M -$32.2K -222 -1%
HSBC Holdings
343
HSBC Holdings
United Kingdom
$2.85M -$241K -900 -8%
TFA
344
Tobias Financial Advisors
Florida
$2.84M -$54.4K -375 -2%
WAS
345
Wealth Advisory Solutions
Indiana
$2.83M -$32.4K -223 -1%
NFG
346
Nations Financial Group
Iowa
$2.82M -$137K -943 -5%
TI
347
Truepoint Inc
Ohio
$2.82M +$2.38M +16,403 +538%
GG
348
GenWealth Group
New Jersey
$2.82M -$79.9K -551 -3%
MFC
349
Morris Financial Concepts
South Carolina
$2.81M -$8.7K -60 -0.3%
MA
350
Mutual Advisors
Nebraska
$2.8M -$89.5K -617 -3%
12 13
14
15 16