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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 %
RIS
351
Retirement Income Solutions
Michigan
$2.41M +$293K +2,132 +14%
SCM
352
SOL Capital Management
Maryland
$2.41M -$24.7K -180 -1%
SQA
353
Simon Quick Advisors
New Jersey
$2.38M +$2.17M +15,017 +1,070%
SG
354
StoneX Group
New York
$2.37M +$1.34M +9,723 +129%
TF
355
TIAA FSB
Florida
$2.36M -$23.9K -174 -1%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$2.35M -$75.1K -546 -3%
CFGS
357
Concourse Financial Group Securities
Alabama
$2.34M +$529K +3,848 +29%
WA
358
WBH Advisory
Maryland
$2.33M +$1.68M +12,164 +260%
HCA
359
Heck Capital Advisors
Wisconsin
$2.32M +$622K +4,522 +37%
SPIA
360
Steward Partners Investment Advisory
New York
$2.27M -$58.7K -427 -3%
EWA
361
ERTS Wealth Advisors
Michigan
$2.25M +$2.25M +16,364 New
FA
362
Flagstar Advisors
New York
$2.24M +$326K +2,369 +17%
HAS
363
Holland Advisory Services
Florida
$2.24M -$3.8M -27,673 -63%
FCC
364
Florin Court Capital
United Kingdom
$2.23M -$9.98M -72,600 -82%
CI
365
Conning Inc
Connecticut
$2.2M – – –
IA
366
IFP Advisors
Florida
$2.19M – – –
First Manhattan
367
First Manhattan
New York
$2.17M -$14.8K -108 -0.7%
SI
368
Stephens Inc
Arkansas
$2.17M -$3.46M -25,141 -61%
KFAA
369
Klaas Financial Asset Advisors
Illinois
$2.15M -$84.4K -614 -4%
OCM
370
Objective Capital Management
Ohio
$2.14M -$17.9K -130 -0.8%
WCF
371
West Coast Financial
California
$2.12M +$50.3K +366 +2%
TPSF
372
Texas Permanent School Fund
Texas
$2.09M +$1.17M +8,500 +127%
SFA
373
Sequoia Financial Advisors
Ohio
$2.09M +$65.4K +475 +3%
BOH
374
Bank of Hawaii
Hawaii
$2.09M -$17.7K -129 -0.8%
PCMU
375
Paragon Capital Management (Utah)
Utah
$2.03M -$4.12K -30 -0.2%
13 14
15
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