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iShares S&P 500 Value ETF
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Overview Fund Activity

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.18B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$267M
3
Lido Advisors
Lido Advisors
California
$183M
4
BFG
Barber Financial Group
Kansas
$77.8M
5
Bank of America
Bank of America
North Carolina
$1.06B

Top Sellers

1
BlackRock
BlackRock
New York
$24.6M
2
HNB
Huntington National Bank
Ohio
$118M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.8M
4
VR
Viridian RIA
Washington
$21.7M
5
DSA
Davis Selected Advisers
Arizona
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
226
Holland Advisory Services
Florida
$6.84M -$474K -3,042 -6%
BCWM
227
Bartlett & Co Wealth Management
Ohio
$6.81M +$231K +1,486 +4%
BC
228
Bartlett & Co
Ohio
$6.81M +$231K +1,486 +4%
AF
229
Advisornet Financial
Minnesota
$6.79M +$535K +3,437 +9%
SWM
230
Soundmark Wealth Management
Washington
$6.76M +$1.71K +11 +0%
CI
231
CX Institutional
Indiana
$6.72M +$1.08M +6,952 +19%
5L
232
55I LLC
Massachusetts
$6.69M -$3.07M -19,738 -31%
PFG
233
Pacific Financial Group
Washington
$6.65M +$631K +4,052 +10%
WIM
234
Warwick Investment Management
Texas
$6.64M +$71.8K +461 +1%
UAS
235
United Asset Strategies
New York
$6.62M +$85.2K +547 +1%
EWA
236
Exencial Wealth Advisors
Oklahoma
$6.6M -$7.48K -48 -0.1%
ASW
237
Astoria Strategic Wealth
Texas
$6.58M +$211K +1,355 +3%
CWM
238
Cranbrook Wealth Management
Michigan
$6.52M -$38.9K -250 -0.6%
AC
239
Anson Capital
Georgia
$6.41M -$279K -1,794 -4%
RWM
240
RKL Wealth Management
Pennsylvania
$6.38M -$128K -820 -2%
SI
241
Stephens Inc
Arkansas
$6.37M -$1.68M -10,782 -21%
B
242
Bailard
California
$6.36M +$396K +2,544 +7%
IC
243
IEQ Capital
California
$6.35M +$5.57M +35,749 +707%
SWMP
244
Signature Wealth Management Partners
New Jersey
$6.29M +$5.45K +35 +0.1%
BSW
245
Buckingham Strategic Wealth
Missouri
$6.28M +$48.3K +310 +0.8%
SIA
246
Soltis Investment Advisors
Utah
$6.27M +$277K +1,776 +5%
FMWA
247
Forvis Mazars Wealth Advisors
Missouri
$6.16M +$2.52M +16,159 +69%
FMP
248
Financial Management Professionals
Texas
$6.14M +$34.4K +221 +0.6%
GLLW
249
Graves Light Lenhart Wealth
Virginia
$6.06M +$808K +5,188 +15%
MIAN
250
Mariner Independent Advisor Network
Kansas
$6.05M +$4.35M +27,478 +256%
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