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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 %
PP
1126
Prudential plc
United Kingdom
– -$852K -6,629 Closed
BFA
1127
Beacon Financial Advisory
Ohio
– -$776K -6,041 Closed
DA
1128
Doliver Advisors
Texas
– -$773K -6,013 Closed
OWA
1129
Outlook Wealth Advisors
Texas
– -$760K -5,914 Closed
LTL
1130
Lowery Thomas LLC
California
– -$710K -5,518 Closed
HPWM
1131
Highland Private Wealth Management
Washington
– -$561K -4,364 Closed
LTI
1132
Laffer Tengler Investments
Tennessee
– -$458K -3,566 Closed
CIA
1133
Choate Investment Advisors
Massachusetts
– -$456K -3,550 Closed
NDSI
1134
Newman Dignan & Sheerar Inc
Rhode Island
– -$441 -3,435 Closed
TFA
1135
TPG Financial Advisors
Oregon
– -$437K -3,399 Closed
CCMD
1136
Cypress Capital Management (Delaware)
Delaware
– -$434K -3,378 Closed
BCV
1137
Banque Cantonale Vaudoise
Switzerland
– -$412K -3,200 Closed
SA
1138
Shilanski & Associates
Alaska
– -$385K -2,996 Closed
IA
1139
IFG Advisory
Georgia
– -$345K -2,684 Closed
CL
1140
CIM LLC
New York
– -$357K -2,486 Closed
OIS
1141
Okabena Investment Services
Minnesota
– -$308K -2,400 Closed
VCA
1142
Verdence Capital Advisors
Maryland
– -$302K -2,352 Closed
AFS
1143
Axiom Financial Strategies
Indiana
– -$287K -2,237 Closed
YCM
1144
Yousif Capital Management
Michigan
– -$279K -2,173 Closed
XF
1145
XML Financial
Maryland
– -$278K -2,165 Closed
TL
1146
Tradewinds LLC
North Carolina
– -$277K -2,155 Closed
PG
1147
Patten Group
Tennessee
– -$280K -2,136 Closed
RF
1148
Rollins Financial
Georgia
– -$259K -2,017 Closed
DWM
1149
Darwin Wealth Management
Florida
– -$256K -1,920 Closed
Marshall Wace
1150
Marshall Wace
United Kingdom
– -$244K -1,900 Closed
44 45
46
47 48