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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 %
FCBT
351
First Citizens Bank & Trust
North Carolina
$2.8M -$2.63M -18,142 -48%
AWM
352
Avior Wealth Management
Nebraska
$2.77M -$31.2K -215 -1%
BCM
353
BTC Capital Management
Iowa
$2.76M – – –
SWA
354
Sax Wealth Advisors
New Jersey
$2.75M -$5.66K -39 -0.2%
SCA
355
St. Clair Advisors
Ohio
$2.71M -$97.9K -675 -3%
DL
356
DOHJ LLC
Washington
$2.69M +$2.69M +18,527 New
SFA
357
Sequoia Financial Advisors
Ohio
$2.69M +$1.1M +7,583 +69%
ATPW
358
Ashton Thomas Private Wealth
Arizona
$2.67M +$71.5K +493 +3%
SFWA
359
Summit Financial Wealth Advisors
Louisiana
$2.66M +$2.33M +16,062 +707%
CFGS
360
Concourse Financial Group Securities
Alabama
$2.66M +$129K +889 +5%
MFG
361
Magnus Financial Group
New York
$2.66M -$361K -2,491 -12%
DADC
362
D.A. Davidson & Co
Montana
$2.65M +$355K +2,445 +15%
SHA
363
Seneca House Advisors
Virginia
$2.63M -$950K -6,550 -27%
OFG
364
Oxford Financial Group
Indiana
$2.62M +$1.24M +8,569 +90%
SFS
365
Security Financial Services
Indiana
$2.6M +$96.9K +668 +4%
NFP
366
NorthLanding Financial Partners
New York
$2.59M +$10K +69 +0.4%
SCM
367
SOL Capital Management
Maryland
$2.54M -$580 -4 -0%
FA
368
Flagstar Advisors
New York
$2.54M +$83.4K +575 +3%
SIA
369
Schechter Investment Advisors
Michigan
$2.52M – – –
RA
370
Rational Advisors
New York
$2.52M +$2.52M +17,395 New
BIA
371
Benchmark Investment Advisors
Illinois
$2.49M -$45.6K -314 -2%
EDRIA
372
Edmonds Duncan Registered Investment Advisors
Kansas
$2.47M +$155K +1,065 +7%
TF
373
TIAA FSB
Florida
$2.47M -$14.7K -101 -0.6%
OCM
374
Objective Capital Management
Ohio
$2.45M +$68.8K +474 +3%
SPIA
375
Steward Partners Investment Advisory
New York
$2.45M +$56.3K +388 +2%
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