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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 %
SCG
376
Sonata Capital Group
Washington
$2.02M +$4.12K +30 +0.2%
PCIG
377
Partners Capital Investment Group
Massachusetts
$2.02M +$480K +3,494 +31%
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$2.02M +$1.34M +9,723 +197%
Principal Financial Group
379
Principal Financial Group
Iowa
$2M +$91.5K +666 +5%
TFA
380
Tobias Financial Advisors
Florida
$2M -$2.34K -17 -0.1%
GCM
381
Gables Capital Management
Florida
$1.98M – – –
ARC
382
Advisor Resource Council
Texas
$1.97M +$1.97M +14,335 New
OC
383
Oppenheimer & Co
New York
$1.97M -$26.4K -192 -1%
BTI
384
Blue Trust Inc
Georgia
$1.97M +$1.97M +12,627 New
EDRIA
385
Edmonds Duncan Registered Investment Advisors
Kansas
$1.96M -$149K -1,083 -7%
FFMBT
386
First Farmers & Merchants Bank Trust
Tennessee
$1.96M -$28.7K -209 -1%
AAP
387
Arax Advisory Partners
Colorado
$1.95M -$315K -2,292 -14%
SFS
388
Security Financial Services
Indiana
$1.93M +$1.48M +10,760 +332%
Franklin Resources
389
Franklin Resources
California
$1.91M +$73.3K +533 +4%
ONB
390
Old National Bancorp
Indiana
$1.91M +$1.64M +11,908 +606%
FFN
391
Focus Financial Network
Minnesota
$1.89M +$91.7K +667 +5%
APP
392
Avantax Planning Partners
Iowa
$1.89M -$74.4K -541 -4%
TWM
393
Tolleson Wealth Management
Texas
$1.89M – – –
GRP
394
Global Retirement Partners
California
$1.89M -$788K -5,730 -29%
WCP
395
Wick Capital Partners
Pennsylvania
$1.86M -$1.8M -13,068 -49%
MCA
396
MSH Capital Advisors
Arizona
$1.86M -$19.2K -140 -1%
EIP
397
Ellis Investment Partners
Pennsylvania
$1.84M +$6.32K +46 +0.3%
TWP
398
Total Wealth Planning
Ohio
$1.83M -$12.2K -89 -0.7%
CWM
399
Castle Wealth Management
Florida
$1.83M +$1.83M +13,275 New
AIM
400
Alhambra Investment Management
Florida
$1.82M +$69.1K +503 +4%
14 15
16
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