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iShares S&P 500 Value ETF
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Overview Fund Activity

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$21.3M
2
AWM
Avitas Wealth Management
California
+$18.4M
3
BMM
Berkshire Money Management
Massachusetts
+$16.5M
4
KAS
Kestra Advisory Services
Texas
+$13.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
2
HNB
Huntington National Bank
Ohio
-$116M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$93.4M
4
BFG
Barber Financial Group
Kansas
-$68.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
251
HSBC Holdings
United Kingdom
$4.41M -$1.81M -4,737 -29%
PL
252
Polianta Ltd
Jersey
$4.41M +$4.41M +34,300 New
GEA
253
Glen Eagle Advisors
New Jersey
$4.36M +$355K +2,763 +9%
CAG
254
Csenge Advisory Group
Florida
$4.34M +$73.3K +570 +2%
FHA
255
First Horizon Advisors
Tennessee
$4.28M -$178K -1,384 -4%
PFA
256
Pathway Financial Advisors
Vermont
$4.28M -$20.6K -160 -0.5%
APA
257
American Portfolios Advisors
New York
$4.26M -$496K -3,860 -10%
NB
258
Nicolet Bankshares
Wisconsin
$4.24M -$22.6K -176 -0.5%
YIA
259
YHB Investment Advisors
Connecticut
$4.24M +$533K +4,148 +14%
SIA
260
Soltis Investment Advisors
Utah
$4.23M -$99.2K -772 -2%
AC
261
Anson Capital
Georgia
$4.23M -$774K -6,023 -15%
HWA
262
Hilltop Wealth Advisors
North Carolina
$4.21M -$528K -4,110 -11%
PFA
263
Pinnacle Family Advisors
Missouri
$4.18M -$3.62M -28,174 -46%
ASN
264
Advisory Services Network
Georgia
$4.15M +$111K +866 +3%
SS
265
Sunbelt Securities
Texas
$4.12M -$84.4K -657 -2%
DSA
266
Davis Selected Advisers
Arizona
$4.09M -$3.39M -26,376 -45%
RA
267
Rodgers & Associates
Pennsylvania
$3.94M -$4.88K -38 -0.1%
HGWM
268
Harvest Group Wealth Management
Massachusetts
$3.93M -$26.6K -195 -0.7%
ST
269
Smithfield Trust
Pennsylvania
$3.93M -$279K -2,174 -7%
SCM
270
SCS Capital Management
Massachusetts
$3.92M +$170K +1,326 +5%
WB
271
WesBanco Bank
West Virginia
$3.9M -$700K -5,450 -15%
WANY
272
Wealthspire Advisors (New York)
New York
$3.8M +$454K +3,531 +14%
NA
273
Nottingham Advisors
New York
$3.8M +$20.9K +160 +0.6%
ABC
274
Associated Banc-Corp
Wisconsin
$3.72M +$153K +1,193 +4%
TRIA
275
Trail Ridge Investment Advisors
Colorado
$3.7M +$1.06M +7,165 +40%
9 10
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