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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 %
CC
51
Courier Capital
New York
$45.1M 310,740 +661 +0.2%
SL
52
Salomon & Ludwin
Virginia
$44.6M 307,631 -948 -0.3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$44.5M 306,500 +58,480 +24%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$44.1M 304,020 +33,998 +13%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$42.9M 295,818 -3,199 -1%
SAF
56
Smith Anglin Financial
Texas
$42.9M 295,669 +27,558 +10%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$42.5M 292,514 +16,426 +6%
RCAG
58
Rehmann Capital Advisory Group
Michigan
$40.6M 280,059 -8,537 -3%
HF
59
Halpern Financial
Virginia
$39.9M 274,700 +2,121 +0.8%
KeyBank National Association
60
KeyBank National Association
Ohio
$39.2M 269,964 -6,488 -2%
FRA
61
Frank Rimerman Advisors
California
$39.2M 269,955 +134,620 +99%
RVPG
62
Relative Value Partners Group
$38M 261,719 +18,822 +8%
LL
63
LPWM LLC
Minnesota
$36.5M 242,937 -1,370 -0.6%
PWAG
64
Polaris Wealth Advisory Group
California
$36.4M 239,453 +43,757 +22%
1IA
65
1834 Investment Advisors
Wisconsin
$36.4M 250,608 +1,018 +0.4%
KOC
66
Koss-Olinger Consulting
Florida
$35.5M 244,363 -28,707 -11%
TCBWMS
67
Texas Capital Bank Wealth Management Services
Texas
$33.4M 230,532 -17,774 -7%
UCFA
68
United Capital Financial Advisors
Texas
$33.3M 229,819 -19,559 -8%
BBVA
69
Banco Bilbao Vizcaya Argentaria
Spain
$33.2M 228,775 +18,111 +9%
BAAM
70
Baker Avenue Asset Management
California
$30.2M 208,106 +26,749 +15%
BMM
71
Berkshire Money Management
Massachusetts
$29.6M 203,824 +24,323 +14%
EW
72
Evoke Wealth
California
$29.3M 202,125 +1,200 +0.6%
TWC
73
TD Waterhouse Canada
Ontario, Canada
$29.1M 166,154 -11,473 -6%
PSCM
74
Per Stirling Capital Management
Texas
$28.6M 196,833 +196,833 New
CAN
75
Cetera Advisor Networks
California
$27.8M 191,358 +101,977 +114%
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