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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 %
MA
326
Mutual Advisors
Nebraska
$2.56M -$1.35M -10,485 -34%
WAS
327
Wealth Advisory Solutions
Indiana
$2.54M -$5.87M -45,709 -70%
WCF
328
West Coast Financial
California
$2.51M +$528K +4,110 +27%
MFC
329
Morris Financial Concepts
South Carolina
$2.5M +$170K +1,321 +7%
SCA
330
St. Clair Advisors
Ohio
$2.48M – – –
AWM
331
Avior Wealth Management
Nebraska
$2.48M -$61.3K -477 -2%
AWM
332
AE Wealth Management
Kansas
$2.46M -$5.71M -44,450 -70%
BCM
333
BTC Capital Management
Iowa
$2.45M – – –
SWA
334
Sax Wealth Advisors
New Jersey
$2.44M -$2.96K -23 -0.1%
DWT
335
Dorsey & Whitney Trust
South Dakota
$2.42M -$68.9K -536 -3%
EWA
336
ERTS Wealth Advisors
Michigan
$2.32M +$212K +1,653 +10%
ATPW
337
Ashton Thomas Private Wealth
Arizona
$2.3M +$106K +824 +5%
IA
338
IFP Advisors
Florida
$2.3M +$108K +968 +5%
GRP
339
Global Retirement Partners
California
$2.3M +$329K +2,297 +17%
NFP
340
NorthLanding Financial Partners
New York
$2.29M +$2.29M +17,781 New
HH
341
Hilltop Holdings
Texas
$2.26M +$3.21K +25 +0.1%
SCM
342
SOL Capital Management
Maryland
$2.25M +$3.86K +30 +0.2%
CAL
343
Capital Advisors Ltd
Ohio
$2.25M +$949K +7,381 +73%
BIA
344
Benchmark Investment Advisors
Illinois
$2.25M -$670K -5,210 -23%
CFGS
345
Concourse Financial Group Securities
Alabama
$2.24M +$52.2K +406 +2%
SIA
346
Schechter Investment Advisors
Michigan
$2.24M -$34.4K -268 -2%
SFS
347
Security Financial Services
Indiana
$2.22M +$422K +3,280 +23%
HCA
348
Heck Capital Advisors
Wisconsin
$2.22M +$45.8K +356 +2%
TF
349
TIAA FSB
Florida
$2.2M -$3.73K -29 -0.2%
FA
350
Flagstar Advisors
New York
$2.18M +$79.4K +618 +4%
12 13
14
15 16