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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 %
USAA
376
United Services Automobile Association
Texas
$1.81M -$851K -6,626 -32%
AAP
377
Arax Advisory Partners
Colorado
$1.8M -$23.8K -185 -1%
MCA
378
MSH Capital Advisors
Arizona
$1.8M +$58.1K +452 +3%
FFN
379
Focus Financial Network
Minnesota
$1.78M +$10.5K +82 +0.6%
GCM
380
Gables Capital Management
Florida
$1.78M -$73.9K -575 -4%
ONB
381
Old National Bancorp
Indiana
$1.77M -$15.7K -122 -0.9%
TWM
382
Tolleson Wealth Management
Texas
$1.77M – – –
GFP
383
Gryphon Financial Partners
Ohio
$1.77M +$1.12M +8,722 +174%
AIM
384
Alhambra Investment Management
Florida
$1.75M +$50.8K +395 +3%
BTI
385
Blue Trust Inc
Georgia
$1.74M +$6.32K +46 +0.4%
SI
386
Stephens Inc
Arkansas
$1.72M -$312K -2,425 -15%
APP
387
Avantax Planning Partners
Iowa
$1.71M -$57.5K -447 -3%
TWP
388
Total Wealth Planning
Ohio
$1.71M -$2.7K -21 -0.2%
WCM
389
WealthBridge Capital Management
Ohio
$1.71M – – –
CWM
390
Castle Wealth Management
Florida
$1.69M -$19.5K -152 -1%
WDG
391
Wealth Dimensions Group
Ohio
$1.67M -$514 -4 -0%
William Blair & Company
392
William Blair & Company
Illinois
$1.63M -$42.4K -330 -3%
Deutsche Bank
393
Deutsche Bank
Germany
$1.6M -$5.91K -46 -0.4%
CWM
394
Cahaba Wealth Management
Georgia
$1.6M +$3.98K +31 +0.2%
MA
395
MBA Advisors
Pennsylvania
$1.6M -$6.55K -51 -0.4%
BMCM
396
Bryn Mawr Capital Management
Pennsylvania
$1.58M -$21.1K -164 -1%
SC
397
Scotia Capital
Ontario, Canada
$1.58M +$12.9K +100 +0.8%
RWG
398
Regal Wealth Group
California
$1.58M -$14K -104 -0.9%
AWM
399
Apollon Wealth Management
South Carolina
$1.57M -$35.1K -273 -2%
WFA
400
Wellspring Financial Advisors
Ohio
$1.56M +$4.37K +34 +0.3%
14 15
16
17 18