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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 %
CFA
126
Cahill Financial Advisors
Minnesota
$15.1M -$302K -2,079 -2%
IF
127
Ironwood Financial
Arizona
$15.1M +$150K +1,032 +1%
JWA
128
JFS Wealth Advisors
Pennsylvania
$15.1M -$1.68M -11,602 -10%
Northern Trust
129
Northern Trust
Illinois
$15M +$629K +4,337 +4%
WBG
130
Wharton Business Group
Pennsylvania
$15M +$15M +103,375 New
FNBT
131
FineMark National Bank & Trust
Florida
$14.8M -$83.6K -576 -0.6%
CP
132
Coho Partners
Pennsylvania
$14.7M +$14.7M +101,299 New
GSWM
133
Greenup Street Wealth Management
Michigan
$14.6M +$577K +3,979 +4%
MML Investors Services
134
MML Investors Services
Massachusetts
$14.6M +$1.16M +8,019 +9%
AAS
135
Avantax Advisory Services
Texas
$14.6M -$65.4K -451 -0.4%
GW
136
GW & Wade
Massachusetts
$14.3M +$3.78M +26,073 +36%
MCM
137
MV Capital Management
Maryland
$14.1M +$1.25M +8,639 +10%
CI
138
CX Institutional
Indiana
$14M +$1.22M +8,400 +10%
GIA
139
Gladstone Institutional Advisory
Florida
$13.9M -$2.1M -14,479 -13%
TCM
140
Traynor Capital Management
Pennsylvania
$13.8M -$4.27M -29,446 -24%
DIM
141
Delta Investment Management
California
$13.7M +$10.5M +72,131 +325%
EA
142
Efficient Advisors
Ohio
$13.6M -$1.2M -8,276 -8%
WIM
143
Warwick Investment Management
Texas
$13.6M -$1.29M -8,874 -9%
MMRF
144
Michelson Medical Research Foundation
California
$13.5M +$13.5M +93,085 New
FMC
145
First Merchants Corp
Indiana
$13.2M -$1.85M -12,755 -12%
BWA
146
BDO Wealth Advisors
Florida
$13.1M +$2.08M +14,304 +19%
WIM
147
WealthPlan Investment Management
Nebraska
$13.1M -$173K -1,104 -1%
SAS
148
SMI Advisory Services
Indiana
$13M – – –
WP
149
WealthPLAN Partners
Nebraska
$13M +$13M +83,358 New
RFA
150
RTD Financial Advisors
Pennsylvania
$13M -$88.2K -608 -0.7%
4 5
6
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