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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 %
Natixis Advisors
376
Natixis Advisors
Massachusetts
$2.45M +$118K +815 +5%
CB
377
Cadence Bank
Mississippi
$2.42M +$2.1M +14,467 +656%
SQA
378
Simon Quick Advisors
New Jersey
$2.38M +$1.31K +9 +0.1%
SPW
379
Sonoma Private Wealth
California
$2.37M +$2.37M +16,310 New
PCIG
380
Partners Capital Investment Group
Massachusetts
$2.36M +$30K +207 +1%
RIS
381
Retirement Income Solutions
Michigan
$2.34M +$7.83K +54 +0.3%
EIP
382
Ellis Investment Partners
Pennsylvania
$2.33M +$165K +1,140 +8%
CI
383
Conning Inc
Connecticut
$2.32M – – –
BMCM
384
Bryn Mawr Capital Management
Pennsylvania
$2.3M +$517K +3,566 +29%
PAG
385
Private Advisor Group
New Jersey
$2.27M +$231K +11,808 +11%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$2.26M +$104K +1,058 +5%
FCI
387
Financial Counselors Inc
Kansas
$2.25M +$1.27M +8,739 +129%
EWA
388
ERTS Wealth Advisors
Michigan
$2.24M -$372K -2,562 -14%
ONB
389
Old National Bancorp
Indiana
$2.22M +$229K +1,577 +11%
OCBCO
390
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.17M +$2.17M +14,970 New
PCMU
391
Paragon Capital Management (Utah)
Utah
$2.17M -$13.3K -92 -0.6%
BOH
392
Bank of Hawaii
Hawaii
$2.16M -$18.1K -125 -0.8%
FWP
393
Falcon Wealth Planning
California
$2.14M +$33.4K +230 +2%
IA
394
IFP Advisors
Florida
$2.14M -$156K -1,401 -7%
VFA
395
Valeo Financial Advisors
Indiana
$2.11M -$309K -2,128 -13%
NA
396
NewEdge Advisors
Louisiana
$2.11M -$55.2K -582 -3%
FFN
397
Focus Financial Network
Minnesota
$2.1M +$93.7K +646 +5%
Bessemer Group
398
Bessemer Group
New Jersey
$2.1M +$1.09M +7,483 +107%
WP
399
WealthSource Partners
California
$2.06M -$1.88M -12,967 -48%
SCG
400
Sonata Capital Group
Washington
$2.05M -$84.9K -585 -4%
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