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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.

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
WHAM
2
Windmill Hill Asset Management
United Kingdom
$0
3
Bank of America
3
Bank of America
North Carolina
$980M
4
Wells Fargo
4
Wells Fargo
California
$1.26B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
ISWM
101
Independent Solutions Wealth Management
New York
$19M 130,934 -3,315 -2%
DI
102
DDFG Inc
California
$18.8M 129,707 +129,707 New
LFS
103
Lutz Financial Services
Nebraska
$18.7M 128,788 -4,232 -3%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$18.4M 127,021 -42,672 -25%
MGIA
105
Moneta Group Investment Advisors
Missouri
$18.3M 118,173 -9,052 -7%
V
106
Veritable
Delaware
$18.2M 125,460 +19,160 +18%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$18M 124,125 -6,181 -5%
BPCE
108
Bank Pictet & Cie (Europe)
Germany
$17.3M 119,390 – –
BF
109
BOK Financial
Oklahoma
$17.1M 117,820 -4,627 -4%
AA
110
Alesco Advisors
New York
$17M 117,264 -10,632 -8%
SPC
111
Sigma Planning Corp
Michigan
$16.9M 116,668 +9,145 +9%
HCA
112
Heck Capital Advisors
Wisconsin
$16.5M 114,033 +96,778 +561%
AF
113
Allworth Financial
California
$16.4M 112,741 +3,280 +3%
BS
114
Banco Santander
Spain
$16.2M 111,368 -4,394 -4%
SWM
115
Spire Wealth Management
Virginia
$16.1M 111,232 -1,631 -1%
GIA
116
GHP Investment Advisors
Colorado
$16.1M 111,202 -1,642 -1%
Creative Planning
117
Creative Planning
Kansas
$16.1M 110,900 +9,064 +9%
KL
118
KWMG LLC
Kansas
$15.9M 109,837 -602 -0.5%
UB
119
UMB Bank
Missouri
$15.8M 108,596 -4,215 -4%
TPCW
120
TD Private Client Wealth
New York
$15.7M 108,112 -51,993 -32%
RSWM
121
Robertson Stephens Wealth Management
California
$15.6M 107,519 +51,158 +91%
MAM
122
MMA Asset Management
Pennsylvania
$15.6M 107,216 +369 +0.3%
FWMM
123
Foundation Wealth Management (Missouri)
Missouri
$15.5M 106,939 +106,939 New
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$15.5M 106,619 -75 -0.1%
CG
125
Colony Group
Massachusetts
$15.4M 106,023 +550 +0.5%
3 4
5
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