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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 %
EWA
251
EP Wealth Advisors
California
$5.05M -$125K -912 -2%
BFG
252
Beacon Financial Group
Texas
$5.02M -$53.1K -381 -1%
PA
253
Parallel Advisors
California
$5.02M +$372K +2,706 +8%
MIAN
254
Mariner Independent Advisor Network
Kansas
$4.96M -$342K -2,467 -6%
WB
255
WesBanco Bank
West Virginia
$4.92M +$774K +5,633 +19%
NF
256
Nvest Financial
New Hampshire
$4.92M +$206K +1,500 +4%
TIM
257
Tortoise Investment Management
New York
$4.9M -$100K -731 -2%
NWM
258
Northcape Wealth Management
New York
$4.85M +$4.33M +31,536 +840%
TCB
259
Texas Capital Bancshares
Texas
$4.83M +$30.2K +220 +0.6%
AP
260
Arlington Partners
Alabama
$4.79M +$140K +1,015 +3%
FHA
261
First Horizon Advisors
Tennessee
$4.77M +$3.82M +27,788 +402%
WP
262
WealthSource Partners
California
$4.77M +$686K +4,990 +17%
TCM
263
Telos Capital Management
California
$4.74M +$17.5K +127 +0.4%
IWC
264
Integrated Wealth Concepts
Massachusetts
$4.68M +$2.75M +20,001 +143%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$4.66M +$2.36M +17,185 +103%
SIA
266
Soltis Investment Advisors
Utah
$4.63M -$904K -6,576 -16%
PAS
267
Park Avenue Securities
New York
$4.61M +$387K +2,818 +9%
PFA
268
Pathway Financial Advisors
Vermont
$4.6M – – –
NB
269
Nicolet Bankshares
Wisconsin
$4.56M +$997K +7,255 +28%
CAG
270
Csenge Advisory Group
Florida
$4.56M +$325K +2,362 +8%
SS
271
Sunbelt Securities
Texas
$4.5M +$726K +5,282 +19%
ST
272
Smithfield Trust
Pennsylvania
$4.5M -$175K -1,273 -4%
ASFA
273
All Season Financial Advisors
Colorado
$4.49M -$2.99M -21,730 -40%
IUHSA
274
Itau Unibanco Holding S.A.
Brazil
$4.34M +$2.53M +18,380 +139%
ASN
275
Advisory Services Network
Georgia
$4.32M -$47.1K -343 -1%
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