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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 %
OC
426
Oppenheimer & Co
New York
$1.77M -$270K -1,860 -13%
RWG
427
Regal Wealth Group
California
$1.77M +$72.1K +497 +4%
WFA
428
Wellspring Financial Advisors
Ohio
$1.77M +$4.21K +29 +0.2%
SW
429
SVB Wealth
Massachusetts
$1.76M -$3.34K -23 -0.2%
MA
430
MBA Advisors
Pennsylvania
$1.74M -$64.6K -445 -4%
WDG
431
Wealth Dimensions Group
Ohio
$1.73M -$156K -1,072 -8%
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$1.73M +$1.73M +11,910 New
BA
433
Bristlecone Advisors
Washington
$1.72M -$20.7K -143 -1%
FAM
434
Frontier Asset Management
Wyoming
$1.72M +$1.72M +11,869 New
EWM
435
EPG Wealth Management
Georgia
$1.72M +$2.18K +15 +0.1%
GPWA
436
Great Point Wealth Advisors
Massachusetts
$1.72M – – –
PBO
437
Peoples Bank (Ohio)
Ohio
$1.7M -$5.8K -40 -0.3%
LA
438
Lane & Associates
New Jersey
$1.7M +$1.7M +11,751 New
SIC
439
Salem Investment Counselors
North Carolina
$1.69M – – –
SOS
440
Silver Oak Securities
Tennessee
$1.69M +$1.35M +9,337 +410%
SC
441
Scotia Capital
Ontario, Canada
$1.68M -$102K -702 -6%
KFAA
442
Klaas Financial Asset Advisors
Illinois
$1.66M -$597K -4,118 -26%
CPIG
443
Chicago Partners Investment Group
Illinois
$1.65M +$135K +854 +9%
BJL
444
Brighton Jones LLC
Washington
$1.65M +$110K +756 +7%
IAIM
445
International Assets Investment Management
Florida
$1.64M +$41.2K +284 +3%
MFT
446
Moisand Fitzgerald Tamayo
Florida
$1.62M -$20.3K -140 -1%
BTI
447
Blue Trust Inc
Georgia
$1.61M -$16.4K -128 -1%
KM
448
Kalos Management
Georgia
$1.61M +$358K +2,466 +29%
IAG
449
Investment Advisory Group
Massachusetts
$1.59M +$23.2K +160 +1%
AWM
450
Axxcess Wealth Management
California
$1.59M -$58.6K -404 -4%
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