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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
$3.12B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
Truist Financial
North Carolina
$81.3M
4
UBS Group
UBS Group
Switzerland
$545M
5
AWA
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$670M
2
HNB
Huntington National Bank
Ohio
$129M
3
WHAM
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
Bank of America
North Carolina
$980M
5
Wells Fargo
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
751
TCV Trust & Wealth Management
Virginia
$433K +$27.3K +188 +7%
CPA
752
Cardiff Park Advisors
California
$431K -$69.8K -481 -14%
OPW
753
Oxler Private Wealth
New York
$431K +$2.03K +14 +0.5%
FFS
754
Founders Financial Securities
Maryland
$428K -$725 -5 -0.2%
ZF
755
Zhang Financial
Michigan
$427K +$290 +2 +0.1%
SDAM
756
Shulman DeMeo Asset Management
New York
$420K +$5.37K +37 +1%
BCP
757
Blue Chip Partners
Michigan
$420K -$35.8K -247 -8%
TFS
758
TrustCore Financial Services
Tennessee
$419K – – –
LFG
759
Larson Financial Group
Missouri
$419K +$435 +3 +0.1%
GWA
760
GGM Wealth Advisors
Maryland
$417K -$826K -5,530 -66%
QC
761
Quent Capital
New York
$416K – – –
AIP
762
Almanack Investment Partners
Pennsylvania
$415K -$415K -2,858 -50%
FPGK
763
Financial Partners Group (Kansas)
Kansas
$414K +$1.25K +8 +0.3%
WEG
764
World Equity Group
Illinois
$411K -$67.6K -466 -14%
ACP
765
Arcus Capital Partners
Georgia
$410K +$5.22K +36 +1%
Asset Management One
766
Asset Management One
Japan
$408K +$408K +2,800 New
4WM
767
4J Wealth Management
Virginia
$408K -$1.45K -10 -0.4%
KDA
768
Kraft Davis & Associates
Missouri
$408K +$408K +2,619 New
BWM
769
Blossom Wealth Management
California
$406K +$5.51K +38 +1%
BC
770
Barrett & Company
Rhode Island
$406K – – –
SWM
771
Stockman Wealth Management
Montana
$406K – – –
BWP
772
Baldwin Wealth Partners
Massachusetts
$406K +$78.3K +540 +24%
SXL
773
Summit X LLC
Missouri
$400K -$31.2K -227 -7%
OC
774
Oarsman Capital
Wisconsin
$400K +$9.72K +67 +2%
CW
775
Connectus Wealth
Ohio
$397K +$435 +3 +0.1%
29 30
31
32 33