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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 %
ECG
926
Edge Capital Group
Georgia
$218K -$55.9K -385 -20%
MYIA
927
Mount Yale Investment Advisors
Colorado
$218K -$135K -931 -38%
WIC
928
Woodmont Investment Counsel
Tennessee
$218K +$218K +1,501 New
MMG
929
Monetary Management Group
Missouri
$218K – – –
CA
930
Crewe Advisors
Utah
$217K – – –
SFP
931
Strategic Financial Partners
Oregon
$217K +$217K +1,493 New
PA
932
PSI Advisors
Florida
$217K -$786K -5,420 -78%
KCM
933
KRS Capital Management
Michigan
$217K +$217K +1,495 New
KWM
934
Keebeck Wealth Management
Illinois
$215K -$15.4K -106 -7%
FHA
935
Flagship Harbor Advisors
Massachusetts
$214K +$214K +1,478 New
ST
936
Sentinel Trust
Texas
$214K +$214K +1,474 New
FPCG
937
Fort Pitt Capital Group
Pennsylvania
$214K +$214K +1,472 New
KOMWMG
938
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K -$17.8K -123 -8%
FCFC
939
First Citizens Financial Corp
Iowa
$210K +$210K +1,446 New
MWP
940
Meredith Wealth Planning
Illinois
$210K +$210K +1,445 New
ECM
941
Evergreen Capital Management
Washington
$209K +$209K +1,438 New
VWA
942
V Wealth Advisors
Kansas
$208K +$208K +1,437 New
BWM
943
BerganKDV Wealth Management
Minnesota
$208K +$121K +832 +138%
WP
944
Wealthspan Partners
Iowa
$208K +$208K +1,435 New
PL
945
Parthenon LLC
Kentucky
$206K +$206K +1,422 New
DP
946
Denver PWM
Colorado
$205K +$205K +1,416 New
PFM
947
Parsec Financial Management
North Carolina
$205K +$205K +1,415 New
CCM
948
Cribstone Capital Management
Maine
$204K -$4.5K -31 -2%
FA
949
Fountainhead AM
New Jersey
$203K +$203K +1,399 New
PAI
950
Pittenger & Anderson Inc
Nebraska
$203K – – –
36 37
38
39 40