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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 %
LJAC
826
L.J. Altfest & Co
New York
$322K +$1.6K +11 +0.5%
SAM
827
Silverhawk Asset Management
Arizona
$319K – – –
FNBOSM
828
First National Bank of South Miami
Florida
$317K -$14.4K -99 -4%
BFM
829
Boston Financial Management
Massachusetts
$315K – – –
IFWM
830
Institute for Wealth Management
Colorado
$315K -$29.9K -206 -9%
CSWM
831
Cassady Schiller Wealth Management
Ohio
$314K +$314K +2,167 New
YIH
832
Y-Intercept (HK)
Hong Kong
$314K +$314K +2,163 New
SIC
833
Samalin Investment Counsel
New York
$308K +$1.45K +10 +0.5%
CCM
834
Colorado Capital Management
Colorado
$308K – – –
SW
835
SteelPeak Wealth
California
$308K -$81.4K -561 -21%
GWM
836
GDS Wealth Management
Texas
$306K -$6.09K -42 -2%
CIA
837
Capital Investment Advisors
Georgia
$306K – – –
HTC
838
Haverford Trust Company
Pennsylvania
$306K – – –
VDI
839
Vaughan David Investments
Illinois
$304K -$726 -5 -0.2%
EW
840
Element Wealth
Mississippi
$304K +$18.4K +127 +6%
ST
841
Sabal Trust
Florida
$303K – – –
CPIA
842
Cornell Pochily Investment Advisors
New York
$303K +$2.18K +15 +0.7%
Millennium Management
843
Millennium Management
New York
$303K -$574K -3,958 -65%
BP
844
Ballentine Partners
Massachusetts
$301K -$1.01M -6,945 -77%
GIA
845
Goodwin Investment Advisory
Georgia
$300K +$7.98K +55 +3%
LCWP
846
Legacy Capital Wealth Partners
Arkansas
$300K +$300K +2,068 New
LS
847
Leelyn Smith
Illinois
$300K +$288K +1,982 +2,360%
WAG
848
Winthrop Advisory Group
Massachusetts
$298K +$298K +2,053 New
FCH
849
Freestone Capital Holdings
Washington
$297K +$19.6K +135 +7%
AA
850
Ancora Advisors
Ohio
$297K +$21.8K +150 +8%
32 33
34
35 36