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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
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 Holding Trade Value Shares
Change 		Shares
Change %
WA
801
Waverly Advisors
Alabama
$362K +$362K +2,496 New
PWM
802
Perigon Wealth Management
California
$361K -$43.7K -301 -11%
CFAM
803
Center For Asset Management
Florida
$359K +$2.61K +18 +0.7%
VWA
804
Visionary Wealth Advisors
Illinois
$358K +$13.2K +91 +4%
E
805
ETFidea
New York
$357K – – –
EPA
806
Element Pointe Advisors
Florida
$354K +$354K +2,440 New
OCPWS
807
One Charles Private Wealth Services
Massachusetts
$352K – – –
EI
808
Ellevest Inc
New York
$351K +$2.47K +17 +0.7%
CWS
809
Confluence Wealth Services
Pennsylvania
$351K +$351K +2,417 New
BFA
810
Beaumont Financial Advisors
Massachusetts
$350K -$26.1K -180 -7%
LC
811
Lavaca Capital
Texas
$348K +$348K +2,400 New
HIIFS
812
Harel Insurance Investments & Financial Services
Israel
$343K – – –
MFG
813
Merit Financial Group
Georgia
$342K +$92.1K +635 +37%
HCM
814
HMS Capital Management
Tennessee
$341K +$341K +2,348 New
OPA
815
Old Port Advisors
Maine
$341K -$50.8K -350 -13%
CWM
816
Chesapeake Wealth Management
Virginia
$336K -$5.8K -40 -2%
PWA
817
Peterson Wealth Advisors
Utah
$329K – – –
MMM
818
Mendel Money Management
Illinois
$327K +$327K +2,255 New
CFS
819
CRA Financial Services
New Jersey
$327K +$327K +2,252 New
KA
820
Klingman & Associates
New York
$327K -$5.51K -38 -2%
KIA
821
KCM Investment Advisors
California
$325K – – –
TWM
822
Tradition Wealth Management
Minnesota
$324K +$1.02K +7 +0.3%
RRWA
823
Rainey & Randall Wealth Advisors
Florida
$323K +$3.77K +26 +1%
T2I
824
Turim 21 Investimentos
Brazil
$323K – – –
ADL
825
Asset Dedication LLC
California
$322K – – –
31 32
33
34 35