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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 %
EFS
476
Essex Financial Services
Connecticut
$1.4M -$7.25K -50 -0.5%
EWM
477
Endurance Wealth Management
Rhode Island
$1.4M +$6.82K +47 +0.5%
MWM
478
Mission Wealth Management
California
$1.39M -$268K -1,845 -16%
AFAS
479
Acorn Financial Advisory Services
Virginia
$1.39M – – –
FFM
480
Forum Financial Management
Illinois
$1.39M -$58K -400 -4%
BAM
481
Baldrige Asset Management
Pennsylvania
$1.38M +$83.9K +578 +6%
ANTB
482
AMG National Trust Bank
Colorado
$1.38M -$20.3K -140 -1%
TGAM
483
TBH Global Asset Management
Tennessee
$1.38M +$396K +2,727 +40%
WT
484
Whittier Trust
California
$1.37M +$279K +1,920 +26%
BWP
485
Bernardo Wealth Planning
Pennsylvania
$1.35M -$18.7K -129 -1%
YWP
486
YorkBridge Wealth Partners
New York
$1.34M +$1.02K +7 +0.1%
NWA
487
Navis Wealth Advisors
New York
$1.34M +$1.1M +7,563 +460%
WP
488
WMS Partners
Maryland
$1.32M -$10.2K -70 -0.8%
BFG
489
Bleakley Financial Group
New Jersey
$1.32M +$1.32M +9,115 New
RA
490
RFG Advisory
Alabama
$1.32M +$1.32M +8,371 New
SAM
491
Silvercrest Asset Management
New York
$1.31M -$29K -200 -2%
SEM
492
Strategic Equity Management
Arizona
$1.29M +$856K +5,901 +198%
CIBC World Market
493
CIBC World Market
Ontario, Canada
$1.28M -$3.63K -25 -0.3%
KIG
494
Kennedy Investment Group
New Jersey
$1.27M +$1.27M +8,780 New
IWM
495
IHT Wealth Management
Illinois
$1.27M -$119K -817 -9%
WPW
496
Waldron Private Wealth
Pennsylvania
$1.26M – – –
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$1.26M -$88.3K -609 -7%
SFPG
498
Stonebridge Financial Planning Group
Florida
$1.26M -$40.2K -277 -3%
KPWS
499
Kestra Private Wealth Services
Texas
$1.25M +$650K +4,484 +108%
HWM
500
HighMark Wealth Management
Minnesota
$1.25M -$50.4K -347 -4%
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