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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
JPMorgan Chase & Co
New York
$3.12B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.2M
3
Truist Financial
Truist Financial
North Carolina
$81.3M
4
UBS Group
UBS Group
Switzerland
$545M
5
AWA
Arete Wealth Advisors
Illinois
$654M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$670M
2
HNB
Huntington National Bank
Ohio
$129M
3
WHAM
Windmill Hill Asset Management
United Kingdom
$0
4
Bank of America
Bank of America
North Carolina
$980M
5
Wells Fargo
Wells Fargo
California
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
176
Tactive Advisors
Florida
$10.3M +$10.3M +71,268 New
SAM
177
Stone Asset Management
Texas
$10.3M +$60.5K +417 +0.6%
OIA
178
OneDigital Investment Advisors
Kansas
$9.98M -$1.22M -8,394 -11%
CS
179
Comerica Securities
Michigan
$9.88M -$309K -2,132 -3%
MWM
180
Modera Wealth Management
New Jersey
$9.79M -$55.7K -384 -0.6%
CFG
181
Citizens Financial Group
Rhode Island
$9.76M +$219K +1,508 +2%
SIAM
182
Sterling Investment Advisors (Missouri)
Missouri
$9.63M -$121K -835 -1%
JWCA
183
J.W. Cole Advisors
Florida
$9.54M +$142K +979 +2%
RFM
184
Royal Fund Management
Florida
$9.52M -$33.5K -231 -0.4%
OAM
185
Occidental Asset Management
California
$9.33M -$70.2K -484 -0.7%
DSA
186
Davis Selected Advisers
Arizona
$9.12M +$4.5M +31,035 +97%
BPA
187
Beacon Pointe Advisors
California
$9.09M -$632K -4,355 -6%
SC
188
Sepio Capital
Utah
$9.01M – – –
LWA
189
LWS Wealth Advisors
New Jersey
$8.85M -$86.2K -594 -1%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$8.75M +$1.28M +8,831 +17%
JF
191
JSF Financial
California
$8.72M +$1.03M +7,129 +13%
CWM
192
Calamos Wealth Management
Illinois
$8.72M -$237K -1,635 -3%
PFA
193
Pinnacle Family Advisors
Missouri
$8.72M +$4M +27,563 +85%
AIM
194
Acropolis Investment Management
Missouri
$8.7M -$200K -1,376 -2%
SC
195
Sierra Capital
Florida
$8.7M -$2.94M -20,251 -25%
BFM
196
Broadview Financial Management
Wisconsin
$8.59M -$747K -5,151 -8%
CFP
197
Catalyst Financial Partners
Massachusetts
$8.38M +$8.38M +57,776 New
FBA
198
Front Barnett Associates
Illinois
$8.38M +$11.5K +79 +0.1%
LIA
199
LBMC Investment Advisors
Tennessee
$8.36M +$198K +1,362 +2%
GWAM
200
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.34M +$372K +2,567 +5%
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