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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 %
FAN
201
Financial Advisors Network
California
$8.17M +$552K +3,804 +7%
GL
202
Graypoint LLC
New York
$7.76M +$187K +1,290 +2%
AMG
203
Asset Management Group
Connecticut
$7.67M +$89.5K +617 +1%
BCM
204
Brookstone Capital Management
Illinois
$7.63M -$813K -5,444 -10%
SWP
205
Stratos Wealth Partners
Ohio
$7.52M -$145 -1 -0%
AWM
206
AE Wealth Management
Kansas
$7.46M +$4.68M +32,243 +168%
GPA
207
Guidance Point Advisors
Massachusetts
$7.42M +$120K +824 +2%
FWP
208
FAS Wealth Partners
Kansas
$7.29M +$590K +4,068 +9%
PFP
209
Pinnacle Financial Partners
Tennessee
$7.25M +$370K +2,553 +5%
KPWG
210
KFA Private Wealth Group
Virginia
$7.21M +$725K +4,995 +11%
VMPIC
211
Varma Mutual Pension Insurance Co
Finland
$7.18M – – –
PAIM
212
Punch & Associates Investment Management
Minnesota
$7.18M -$13.2K -91 -0.2%
GVAG
213
Great Valley Advisor Group
Delaware
$7.18M -$1.28M -8,854 -15%
BSW
214
Buckingham Strategic Wealth
Missouri
$7.1M -$194K -1,338 -3%
WJA
215
Willis Johnson & Associates
Texas
$7.09M -$262K -1,809 -4%
VC
216
Vicus Capital
Pennsylvania
$7.03M -$310K -2,139 -4%
FEG
217
Financial Enhancement Group
Indiana
$7.01M -$993K -6,357 -12%
SEI Investments
218
SEI Investments
Pennsylvania
$6.95M -$424K -2,920 -6%
WWM
219
Western Wealth Management
Colorado
$6.87M -$6.58M -45,389 -49%
ZIG
220
Zurich Insurance Group
Switzerland
$6.83M +$987K +7,610 +17%
CA
221
Centerpoint Advisors
Massachusetts
$6.83M -$295K -2,033 -4%
UAS
222
United Asset Strategies
New York
$6.81M +$251K +1,728 +4%
AF
223
Advisornet Financial
Minnesota
$6.64M +$215K +1,481 +3%
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.63M – – –
BC
225
Bartlett & Co
Ohio
$6.6M +$13.9K +96 +0.2%
7 8
9
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