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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 %
EWM
301
Evercore Wealth Management
New York
$3.03M -$6.43K -50 -0.2%
AFS
302
AFG Fiduciary Services
Massachusetts
$3.03M +$2.14M +16,685 +243%
CS
303
Credit Suisse
Switzerland
$3.02M -$1.72M -13,375 -36%
MSWMA
304
Market Street Wealth Management Advisors
Indiana
$3.01M -$12.3K -96 -0.4%
KP
305
Keel Point
Alabama
$3M -$554K -4,307 -16%
FCC
306
Florin Court Capital
United Kingdom
$2.95M +$861K +6,700 +41%
NA
307
NewEdge Advisors
Louisiana
$2.93M +$46.9K +365 +2%
TPSF
308
Texas Permanent School Fund
Texas
$2.88M +$926K +7,204 +47%
DIM
309
Delta Investment Management
California
$2.85M +$68.5K +533 +2%
HI
310
Harbour Investments
Wisconsin
$2.84M – – –
Squarepoint
311
Squarepoint
New York
$2.82M -$767K -5,968 -21%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$2.81M +$102K +793 +4%
AAS
313
Ameritas Advisory Services
Nebraska
$2.8M +$287K +2,233 +11%
WAL
314
W Advisors LLC
Tennessee
$2.8M -$634K -4,935 -18%
SCM
315
Stordahl Capital Management
Colorado
$2.75M +$7.2K +56 +0.3%
WFAG
316
Wescott Financial Advisory Group
Pennsylvania
$2.75M +$152K +1,181 +6%
MFG
317
Magnus Financial Group
New York
$2.67M -$79.8K -621 -3%
AWP
318
Ascent Wealth Partners
New York
$2.63M +$83.5K +650 +3%
NFG
319
Nations Financial Group
Iowa
$2.62M -$100K -779 -4%
ELC
320
Edgar Lomax Company
Virginia
$2.62M – – –
VPIM
321
Vanguard Personalized Indexing Management
California
$2.61M -$285K -2,219 -10%
SB
322
Simmons Bank
Arkansas
$2.61M +$162K +1,264 +7%
BAM
323
Brave Asset Management
New Jersey
$2.57M – – –
GG
324
GenWealth Group
New Jersey
$2.57M +$1.54K +12 +0.1%
TFA
325
Tobias Financial Advisors
Florida
$2.56M +$692K +5,388 +37%
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