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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 %
CWM
676
ClientFirst Wealth Management
Arkansas
$590K – – –
WI
677
Wintrust Investments
Illinois
$583K +$190K +1,312 +48%
PWP
678
Pursue Wealth Partners
California
$580K – – –
NCM
679
Novare Capital Management
North Carolina
$576K – – –
WWM
680
Windsor Wealth Management
Indiana
$568K -$369K -2,472 -39%
BBHC
681
Brown Brothers Harriman & Co
New York
$565K – – –
EWM
682
Executive Wealth Management
Michigan
$563K +$505K +3,478 +865%
CWP
683
Corepath Wealth Partners
Arizona
$561K +$1.94K +13 +0.3%
PCS
684
Personal CFO Solutions
New Jersey
$560K -$225K -1,552 -29%
NAM
685
NTV Asset Management
West Virginia
$555K – – –
LW
686
Linscomb Wealth
Texas
$554K +$26.3K +181 +5%
WP
687
Westmount Partners
California
$552K +$552K +3,807 New
AWA
688
Arkadios Wealth Advisors
Georgia
$546K -$19.1K -132 -3%
CPO
689
Cerity Partners OCIO
New York
$541K -$21.3K -147 -4%
BBWP
690
Beacon Bridge Wealth Partners
Pennsylvania
$534K +$534K +3,683 New
ESB
691
Essex Savings Bank
Connecticut
$531K -$33.7K -232 -6%
AHC
692
Anderson Hoagland & Co
Missouri
$529K – – –
WCG
693
Weaver Consulting Group
California
$524K +$261K +1,802 +100%
JAG
694
Journey Advisory Group
Kentucky
$523K -$628K -4,329 -55%
DAS
695
Dynamic Advisor Solutions
Arizona
$523K +$19.6K +135 +4%
GM
696
Granger Management
New York
$523K – – –
PMAM
697
Picton Mahoney Asset Management
Ontario, Canada
$522K – – –
AWA
698
ARQ Wealth Advisors
Arizona
$519K – – –
LSA
699
L & S Advisors
California
$519K +$4.35K +30 +0.8%
CWM
700
C2C Wealth Management
Arizona
$517K – – –
26 27
28
29 30