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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.

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
1
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
3
Truist Financial
North Carolina
$81.3M
4
UBS Group
4
UBS Group
Switzerland
$545M
5
AWA
5
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$670M
2
HNB
2
Huntington National Bank
Ohio
$129M
3
WHAM
3
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$980M
5
Wells Fargo
5
Wells Fargo
California
$1.26B
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$90.5M 623,929 +88,791 +17%
LI
27
LVZ Inc
Michigan
$83.4M 575,155 -5,747 -1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$83.3M 574,091 -11,293 -2%
Truist Financial
29
Truist Financial
North Carolina
$81.3M 560,231 +455,915 +437%
Betterment LLC
30
Betterment LLC
New York
$73.7M 507,786 -24,774 -5%
HighTower Advisors
31
HighTower Advisors
Illinois
$71.9M 495,505 +14,448 +3%
Financial Engines Advisors
32
Financial Engines Advisors
California
$63.7M 439,141 -64,194 -13%
MMA
33
Miracle Mile Advisors
California
$62.9M 433,500 -675 -0.2%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$62.7M 431,955 +22,747 +6%
HFBOT
35
Home Federal Bank of Tennessee
Tennessee
$61.1M 421,198 -4,913 -1%
VA
36
Valmark Advisers
Ohio
$58.6M 403,827 -4,781 -1%
Allianz Asset Management
37
Allianz Asset Management
Germany
$55.5M 382,675 – –
SWPG
38
Strategic Wealth Partners Group
Illinois
$54.3M 374,163 +18,887 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$51.7M 356,170 +37,056 +12%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$51.4M 354,472 +67,002 +23%
EH
41
Equitable Holdings
New York
$50.9M 350,874 -41,527 -11%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$50.8M 350,516 -65,750 -16%
FHB
43
First Hawaiian Bank
Hawaii
$50.5M 347,998 +4,697 +1%
CA
44
Cetera Advisors
Colorado
$50M 344,390 -18,056 -5%
Barclays
45
Barclays
United Kingdom
$49.8M 343,226 +4,064 +1%
PFM
46
Phillips Financial Management
Indiana
$49.1M 338,735 -17,142 -5%
PA
47
Probity Advisors
Texas
$47M 323,805 +1,727 +0.5%
ANB
48
Amarillo National Bank
Texas
$46.8M 322,947 -10,112 -3%
KAS
49
Kestra Advisory Services
Texas
$46.1M 317,877 +85,986 +37%
HWM
50
Hohimer Wealth Management
Washington
$45.6M 314,579 +314,579 New
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