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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 %
WH
526
Whitcomb & Hess
Ohio
$1.09M +$16.4K +113 +2%
SF
527
Summit Financial
New Jersey
$1.09M +$52.9K +365 +5%
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
$1.09M +$47.4K +327 +5%
LSIA
529
LaSalle St. Investment Advisors
Illinois
$1.08M +$1.08M +7,440 New
TIM
530
Total Investment Management
Arizona
$1.08M +$39K +269 +4%
MLICM
531
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M +$537K +3,700 +100%
1WM
532
1900 Wealth Management
Texas
$1.07M +$290K +2,000 +37%
PA
533
Pinnacle Associates
New York
$1.07M +$40.6K +280 +4%
SWA
534
SOA Wealth Advisors
New York
$1.06M +$187K +1,288 +21%
WOC
535
West Oak Capital
California
$1.05M -$47.1K -325 -4%
TA
536
TrueWealth Advisors
Alabama
$1.05M -$69.5K -479 -6%
MCC
537
Money Concepts Capital
Florida
$1.04M +$333K +2,292 +47%
SWA
538
Strategies Wealth Advisors
Michigan
$1.04M +$1.04M +7,186 New
CCWM
539
Cassaday & Co Wealth Management
Virginia
$1.04M +$1.04M +7,159 New
CD
540
Chapin Davis
Maryland
$1.03M +$1.03M +7,079 New
TNB
541
Thomasville National Bank
Georgia
$1.02M +$14.4K +99 +1%
CWM
542
Connecticut Wealth Management
Connecticut
$1.02M +$12.8K +88 +1%
JIP
543
Jaffetilchin Investment Partners
Florida
$1.02M +$11.3K +78 +1%
CAM
544
Close Asset Management
United Kingdom
$1.01M – – –
DCM
545
Dimension Capital Management
Florida
$1.01M – – –
EK
546
Evensky & Katz
Florida
$1.01M -$37.1K -256 -4%
NEWAS
547
N.E.W. Advisory Services
Wisconsin
$1.01M -$112K -775 -10%
CWC
548
Carolinas Wealth Consulting
North Carolina
$994K +$11K +76 +1%
CC
549
Cadinha & Co
Hawaii
$992K -$86.3K -595 -8%
RIL
550
Rothschild Investment LLC
Illinois
$988K +$4.21K +29 +0.4%
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