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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 %
CCA
901
Column Capital Advisors
Indiana
$242K – – –
GWM
902
Greenhouse Wealth Management
Connecticut
$241K – – –
RWA
903
Redhawk Wealth Advisors
Minnesota
$241K -$870 -6 -0.4%
W
904
Wealthquest
Ohio
$240K – – –
WA1
905
Wimmer Associates 1
California
$239K – – –
AIP
906
Ahrens Investment Partners
Louisiana
$239K – – –
CHC
907
City Holding Co
West Virginia
$236K – – –
WB
908
Webster Bank
Connecticut
$234K +$14.7K +101 +7%
LSA
909
Lion Street Advisors
Texas
$233K -$15.2K -100 -6%
UL
910
Unionview LLC
Washington
$232K +$1.31K +9 +0.6%
WAOTB
911
Wealth Advisors of Tampa Bay
Florida
$232K -$19.6K -135 -8%
TYCC
912
Texas Yale Capital Corp
Florida
$232K – – –
PWM
913
PBMares Wealth Management
Virginia
$230K +$230K +1,588 New
IWA
914
Icon Wealth Advisors
Texas
$229K – – –
Boston Partners
915
Boston Partners
Massachusetts
$229K +$229K +1,580 New
FAG
916
Fortitude Advisory Group
Washington
$227K +$227K +1,564 New
UFA
917
US Financial Advisors
Massachusetts
$227K – – –
DWP
918
Daymark Wealth Partners
Ohio
$227K +$227K +1,563 New
WMS
919
Wealth Management Solutions
Pennsylvania
$226K -$27.7K -191 -11%
FCIM
920
Fairview Capital Investment Management
California
$226K +$226K +1,556 New
CW
921
CIC Wealth
Maryland
$221K +$221K +1,525 New
Fisher Asset Management
922
Fisher Asset Management
Washington
$221K +$221K +1,522 New
USCWA
923
U.S. Capital Wealth Advisors
Texas
$220K -$34.7K -239 -14%
MIFH
924
Migdal Insurance & Financial Holdings
Israel
$219K +$53.7K +370 +32%
HFA
925
High Falls Advisors
New York
$219K +$219K +1,509 New
35 36
37
38 39