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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 %
MA
876
MONECO Advisors
Connecticut
$273K +$290 +2 +0.1%
CTB
877
Country Trust Bank
Illinois
$272K – – –
BCI
878
Brinker Capital Investments
Pennsylvania
$272K -$67.2K -463 -20%
GIA
879
Guyasuta Investment Advisors
Pennsylvania
$267K – – –
ONST
880
Old North State Trust
North Carolina
$266K – – –
WJWM
881
Williams Jones Wealth Management
New York
$266K – – –
KFI
882
Key Financial Inc
Pennsylvania
$265K – – –
PIFP
883
Partners in Financial Planning
Virginia
$265K +$583 +4 +0.2%
FNT
884
First National Trust
Pennsylvania
$262K +$262K +1,808 New
RMCM
885
Reynders McVeigh Capital Management
Massachusetts
$261K – – –
STCOSD
886
Sageworth Trust Company of South Dakota
South Dakota
$261K +$261K +1,796 New
JFG
887
JMG Financial Group
Illinois
$260K -$106K -729 -29%
LP
888
LGL Partners
Pennsylvania
$258K +$1.6K +11 +0.6%
VPP
889
Vertex Planning Partners
Illinois
$258K +$258K +1,777 New
WW
890
Westshore Wealth
California
$256K +$3.34K +23 +1%
Neuberger Berman Group
891
Neuberger Berman Group
New York
$253K -$202K -1,393 -44%
NOI
892
Newton One Investments
Delaware
$251K +$251K +1,727 New
TSWM
893
Tyler-Stone Wealth Management
Ohio
$249K – – –
BSB
894
Bangor Savings Bank
Maine
$249K – – –
TCA
895
Transcend Capital Advisors
New Jersey
$248K +$15.5K +107 +7%
GLR
896
Great Lakes Retirement
Ohio
$247K +$247K +1,706 New
AP
897
Appleton Partners
Massachusetts
$244K – – –
GGS
898
Galvin Gaustad & Stein
Arizona
$243K – – –
CTFG
899
Capstone Triton Financial Group
Oklahoma
$243K +$243K +1,672 New
RMDI
900
R.M. Davis Inc
Maine
$242K – – –
34 35
36
37 38