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iShares S&P 500 Value ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203M
3
Wells Fargo
Wells Fargo
California
+$40.3M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
CA
Cetera Advisors
Colorado
+$29.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$199M
2
HNB
Huntington National Bank
Ohio
-$118M
3
USAA
United Services Automobile Association
Texas
-$48.6M
4
B
Barings
North Carolina
-$35.4M
5
AWA
Aaron Wealth Advisors
Illinois
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
226
Zurich Insurance Group
Switzerland
$5.89M +$1.81M +13,145 +44%
CG
227
Colony Group
Massachusetts
$5.84M -$9.22M -67,076 -61%
FMWA
228
Forvis Mazars Wealth Advisors
Missouri
$5.82M +$382K +2,780 +7%
B
229
Bailard
California
$5.79M +$174K +1,263 +3%
EWA
230
Exencial Wealth Advisors
Oklahoma
$5.79M -$31.3K -228 -0.5%
IC
231
IEQ Capital
California
$5.77M +$158K +1,147 +3%
CWM
232
Cranbrook Wealth Management
Michigan
$5.75M -$5.22K -38 -0.1%
JF
233
JSF Financial
California
$5.74M +$4M +29,101 +230%
FWP
234
FAS Wealth Partners
Kansas
$5.72M +$404K +2,936 +8%
SWMP
235
Signature Wealth Management Partners
New Jersey
$5.7M +$141K +1,025 +3%
FMP
236
Financial Management Professionals
Texas
$5.69M +$268K +1,950 +5%
RWM
237
RKL Wealth Management
Pennsylvania
$5.58M -$49.1K -357 -0.9%
ASW
238
Astoria Strategic Wealth
Texas
$5.56M -$249K -1,808 -4%
FPAS
239
Focus Partners Advisor Solutions
Missouri
$5.55M +$550K +3,999 +11%
PFG
240
Pacific Financial Group
Washington
$5.41M -$463K -3,365 -8%
HSBC Holdings
241
HSBC Holdings
United Kingdom
$5.36M -$366K -1,113 -6%
AC
242
Anson Capital
Georgia
$5.35M -$313K -2,274 -6%
SF
243
Synovus Financial
Georgia
$5.35M +$80.1K +583 +2%
FTS
244
Fifth Third Securities
Ohio
$5.3M +$5.3M +38,562 New
GLLW
245
Graves Light Lenhart Wealth
Virginia
$5.28M -$68.2K -496 -1%
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$5.22M -$858K -6,241 -14%
LA
247
Lynch & Associates
Indiana
$5.19M +$336K +2,448 +7%
APA
248
American Portfolios Advisors
New York
$5.09M +$1.5M +10,890 +42%
CS
249
Credit Suisse
Switzerland
$5.07M +$3.19M +23,232 +170%
HWA
250
Hilltop Wealth Advisors
North Carolina
$5.07M -$2.75K -20 -0.1%
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