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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 %
HSA
401
HBK Sorce Advisory
Pennsylvania
$2.05M +$991K +6,829 +93%
AWS
402
AJ Wealth Strategies
New York
$2.04M -$1.54M -10,612 -43%
BFG
403
Barber Financial Group
Kansas
$2.01M +$274K +1,892 +16%
GCM
404
Gables Capital Management
Florida
$2.01M – – –
LF
405
Lee Financial
Texas
$2.01M +$503K +3,468 +33%
GFP
406
Gryphon Financial Partners
Ohio
$2M +$8.85K +61 +0.4%
MCA
407
MSH Capital Advisors
Arizona
$2M -$29.4K -203 -1%
CGA
408
Crescent Grove Advisors
Illinois
$2M +$818K +5,636 +69%
TWM
409
Tolleson Wealth Management
Texas
$1.99M – – –
Principal Financial Group
410
Principal Financial Group
Iowa
$1.98M -$100K -690 -5%
TWP
411
Total Wealth Planning
Ohio
$1.96M +$35.7K +246 +2%
JGC
412
J. Goldman & Co
New York
$1.95M -$1.97M -13,566 -50%
SIC
413
Sigma Investment Counselors
Michigan
$1.94M -$105K -727 -5%
LNC
414
Lincoln National Corp
Pennsylvania
$1.94M +$383K +2,642 +25%
WCM
415
WealthBridge Capital Management
Ohio
$1.93M +$132K +908 +7%
CWM
416
Castle Wealth Management
Florida
$1.93M +$28.1K +194 +1%
APP
417
Avantax Planning Partners
Iowa
$1.91M -$18.7K -129 -1%
AIM
418
Alhambra Investment Management
Florida
$1.89M -$78.3K -540 -4%
AAP
419
Arax Advisory Partners
Colorado
$1.89M -$137K -942 -7%
FCB
420
First County Bank
Connecticut
$1.88M +$1.88M +12,927 New
SI
421
Stephens Inc
Arkansas
$1.87M -$71.7K -494 -4%
CWM
422
Cahaba Wealth Management
Georgia
$1.83M +$18.6K +128 +1%
Deutsche Bank
423
Deutsche Bank
Germany
$1.81M – – –
SIC
424
Sterling Investment Counsel
New York
$1.78M +$190K +1,309 +12%
NL
425
NWAM LLC
Washington
$1.78M +$189K +1,306 +12%
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