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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 %
OWA
501
Opal Wealth Advisors
New York
$1.24M +$640K +4,413 +106%
CF
502
Centaurus Financial
California
$1.24M +$850K +5,860 +216%
DW
503
Domani Wealth
Pennsylvania
$1.24M – – –
BWM
504
BigSur Wealth Management
Florida
$1.23M – – –
CB
505
Commerce Bank
Missouri
$1.23M +$73.7K +508 +6%
EE
506
EWG Elevate
California
$1.23M +$388K +2,674 +46%
FCFC
507
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$9.28K +64 +0.8%
LC
508
LTG Capital
Massachusetts
$1.21M +$844K +5,820 +233%
PFA
509
Professional Financial Advisors
Nebraska
$1.21M +$1.21M +8,318 New
LBC
510
Lowe Brockenbrough & Co
Virginia
$1.21M – – –
TC
511
Trilogy Capital
California
$1.2M -$162K -1,115 -12%
CL
512
Choreo LLC
Illinois
$1.19M +$2.61K +18 +0.2%
SDWMA
513
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M +$80.8K +557 +7%
WPC
514
White Pine Capital
Minnesota
$1.18M -$6.53K -45 -0.5%
EIA
515
Eldridge Investment Advisors
New Hampshire
$1.18M +$31.9K +220 +3%
CIR
516
Clear Investment Research
Georgia
$1.16M -$34.7K -239 -3%
MBT
517
Montecito Bank & Trust
California
$1.16M +$87.1K +600 +8%
HH
518
Hilltop Holdings
Texas
$1.16M -$1.39M -9,607 -55%
CA
519
CoreCap Advisors
Michigan
$1.15M +$731K +5,040 +173%
SAG
520
SageView Advisory Group
California
$1.13M +$1.13M +7,774 New
SAM
521
Sequent Asset Management
Texas
$1.12M +$43.2K +298 +4%
9WM
522
9258 Wealth Management
Ohio
$1.11M -$108K -746 -9%
SAM
523
Smithbridge Asset Management
Pennsylvania
$1.11M -$14.8K -102 -1%
KF
524
Krilogy Financial
Missouri
$1.1M +$145 +1 +0%
DPI
525
Diversified Portfolios Inc
Michigan
$1.1M +$8.41K +58 +0.8%
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