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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 %
CAM
276
Cresset Asset Management
Illinois
$3.7M -$67.9K -528 -2%
HCM
277
Hudson Capital Management
New Jersey
$3.65M +$10.4K +81 +0.3%
BAM
278
Belpointe Asset Management
Nevada
$3.63M -$15.8K -123 -0.4%
IP
279
Investment Partners
Ohio
$3.62M +$520K +4,048 +17%
IWC
280
Integrated Wealth Concepts
Massachusetts
$3.62M -$755K -5,876 -17%
LFAS
281
Level Four Advisory Services
Texas
$3.6M -$42.2K -328 -1%
Brown Advisory
282
Brown Advisory
Maryland
$3.6M +$14.4K +112 +0.4%
FSWA
283
Financial Synergies Wealth Advisors
Texas
$3.53M – – –
WP
284
WealthSource Partners
California
$3.49M -$965K -7,509 -22%
JGC
285
J. Goldman & Co
New York
$3.47M +$1.9M +14,780 +121%
IUHSA
286
Itau Unibanco Holding S.A.
Brazil
$3.47M -$592K -4,605 -15%
Bank of Nova Scotia
287
Bank of Nova Scotia
Ontario, Canada
$3.47M -$6.12M -47,600 -64%
CA
288
Clearstead Advisors
Ohio
$3.45M -$195K -1,518 -5%
SC
289
Savant Capital
Illinois
$3.41M -$2.06K -16 -0.1%
RB
290
Renasant Bank
Mississippi
$3.38M -$4.11K -32 -0.1%
SFP
291
Sterling Financial Planning
New Jersey
$3.34M -$87.5K -681 -3%
PB
292
Pinnacle Bancorp
Nebraska
$3.21M -$26.7K -208 -0.8%
SIA
293
Stegner Investment Associates
Kentucky
$3.2M -$292K -2,194 -8%
JHCP
294
Jackson Hole Capital Partners
Oklahoma
$3.19M -$478K -3,722 -13%
PFS
295
Prospera Financial Services
Texas
$3.18M -$133K -1,034 -4%
AWS
296
AJ Wealth Strategies
New York
$3.17M +$21.7K +169 +0.7%
SHA
297
Seneca House Advisors
Virginia
$3.17M +$49.2K +383 +2%
AllianceBernstein
298
AllianceBernstein
Tennessee
$3.15M +$65.8K +512 +2%
CWA
299
Clarus Wealth Advisors
Arizona
$3.13M -$41.9K -321 -1%
BOTW
300
Bank of the West
California
$3.06M +$41.6K +324 +1%
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