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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 %
WS
451
Wedbush Securities
California
$1.59M -$8.56K -59 -0.5%
SCA
452
Southern Capital Advisors
Tennessee
$1.59M +$17.7K +122 +1%
RBC
453
Roble Belko & Company
Pennsylvania
$1.59M – – –
RFA
454
Resurgent Financial Advisors
Georgia
$1.58M -$4.64K -32 -0.3%
GWM
455
GSB Wealth Management
Connecticut
$1.57M +$121K +834 +8%
BCA
456
Bay Colony Advisors
Massachusetts
$1.57M +$48.7K +336 +3%
MWM
457
Mattern Wealth Management
Kansas
$1.56M -$12.2K -84 -0.8%
MWM
458
Marietta Wealth Management
Georgia
$1.56M +$7.98K +55 +0.5%
PWLP
459
Prio Wealth Limited Partnership
Massachusetts
$1.55M -$90.7K -625 -6%
SIA
460
Sage Investment Advisers
New York
$1.55M -$71.1K -490 -4%
TFGT
461
TS Financial Group (TSFG)
Illinois
$1.55M +$1.3M +8,953 +515%
TWM
462
TMD Wealth Management
Arizona
$1.54M +$1.54M +10,597 New
TPWA
463
TRUE Private Wealth Advisors
Oregon
$1.53M -$3.19K -22 -0.2%
GT
464
Glenview Trust
Kentucky
$1.5M +$27.3K +188 +2%
SFO
465
Stokes Family Office
Louisiana
$1.5M +$318K +2,191 +27%
TFF
466
The Family Firm
Maryland
$1.5M +$19K +131 +1%
HCC
467
Hirtle Callaghan & Co
Pennsylvania
$1.48M +$117K +807 +9%
PIMG
468
Patriot Investment Management Group
Tennessee
$1.48M -$46.3K -300 -3%
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$1.47M – – –
WP
470
WealthShield Partners
North Carolina
$1.46M +$26.7K +184 +2%
RJT
471
Raymond James Trust
Florida
$1.46M -$88.2K -608 -6%
PA
472
Procyon Advisors
Connecticut
$1.43M -$160K -1,104 -10%
DBIA
473
Dumont & Blake Investment Advisors
New Jersey
$1.43M -$9.87K -68 -0.7%
TP
474
Tranquility Partners
Tennessee
$1.42M +$302K +2,079 +27%
Prudential Financial
475
Prudential Financial
New Jersey
$1.41M -$80.5K -555 -5%
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