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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 %
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$2.89M -$223K -1,622 -7%
USAA
327
United Services Automobile Association
Texas
$2.84M -$48.6M -353,716 -94%
HI
328
Harbour Investments
Wisconsin
$2.84M +$2.84M +20,688 New
LB
329
Leo Brokerage
Texas
$2.83M -$1.65K -12 -0.1%
ELC
330
Edgar Lomax Company
Virginia
$2.8M – – –
WFAG
331
Wescott Financial Advisory Group
Pennsylvania
$2.78M +$131K +955 +5%
BAM
332
Brave Asset Management
New Jersey
$2.75M -$16M -116,158 -85%
GG
333
GenWealth Group
New Jersey
$2.75M -$86.7K -631 -3%
AWP
334
Ascent Wealth Partners
New York
$2.72M +$170K +1,234 +7%
AWM
335
Avior Wealth Management
Nebraska
$2.72M -$25.4K -185 -0.9%
FHC
336
First Heartland Consultants
Missouri
$2.71M -$1.59M -11,556 -37%
AAS
337
Ameritas Advisory Services
Nebraska
$2.69M +$181K +1,315 +7%
DWT
338
Dorsey & Whitney Trust
South Dakota
$2.66M -$130K -947 -5%
SCA
339
St. Clair Advisors
Ohio
$2.66M – – –
FCBT
340
First Citizens Bank & Trust
North Carolina
$2.62M -$869K -6,320 -25%
SB
341
Simmons Bank
Arkansas
$2.62M -$466K -3,390 -15%
BCM
342
BTC Capital Management
Iowa
$2.62M – – –
IDA
343
Intelligence Driven Advisers
California
$2.62M +$1.48M +10,694 +129%
SWA
344
Sax Wealth Advisors
New Jersey
$2.62M +$275 +2 +0%
MFC
345
Morris Financial Concepts
South Carolina
$2.49M -$27.9K -203 -1%
Natixis Advisors
346
Natixis Advisors
Massachusetts
$2.49M -$15.4K -112 -0.6%
TRIA
347
Trail Ridge Investment Advisors
Colorado
$2.46M +$344K +2,502 +16%
FWP
348
Falcon Wealth Planning
California
$2.44M +$912K +6,633 +60%
SIA
349
Schechter Investment Advisors
Michigan
$2.43M – – –
HH
350
Hilltop Holdings
Texas
$2.41M -$346K -2,515 -13%
12 13
14
15 16