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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 %
DADC
401
D.A. Davidson & Co
Montana
$1.8M -$59K -429 -3%
PWLP
402
Prio Wealth Limited Partnership
Massachusetts
$1.79M +$1.79M +13,041 New
WDG
403
Wealth Dimensions Group
Ohio
$1.79M -$70K -509 -4%
William Blair & Company
404
William Blair & Company
Illinois
$1.79M +$377K +2,742 +27%
BA
405
Bristlecone Advisors
Washington
$1.77M -$118K -858 -6%
VFA
406
Valeo Financial Advisors
Indiana
$1.74M -$18.1K -132 -1%
Deutsche Bank
407
Deutsche Bank
Germany
$1.72M +$65.4K +476 +4%
AWM
408
Apollon Wealth Management
South Carolina
$1.72M +$39.5K +287 +2%
MA
409
MBA Advisors
Pennsylvania
$1.72M -$27.5K -200 -2%
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$1.71M +$275 +2 +0%
CWM
411
Cahaba Wealth Management
Georgia
$1.71M -$187K -1,364 -10%
WCM
412
WealthBridge Capital Management
Ohio
$1.71M +$162K +1,175 +10%
PA
413
Procyon Advisors
Connecticut
$1.69M -$1.65M -12,033 -49%
JGC
414
J. Goldman & Co
New York
$1.68M +$1.68M +12,245 New
SC
415
Scotia Capital
Ontario, Canada
$1.68M -$5.6M -40,771 -77%
WFA
416
Wellspring Financial Advisors
Ohio
$1.67M – – –
RhumbLine Advisers
417
RhumbLine Advisers
Massachusetts
$1.64M – – –
BCA
418
Bay Colony Advisors
Massachusetts
$1.63M +$301K +2,069 +23%
GPWA
419
Great Point Wealth Advisors
Massachusetts
$1.63M – – –
RWG
420
Regal Wealth Group
California
$1.63M -$29.7K -216 -2%
PBO
421
Peoples Bank (Ohio)
Ohio
$1.62M +$47K +342 +3%
EWM
422
EPG Wealth Management
Georgia
$1.62M +$1.65K +12 +0.1%
MWM
423
Mission Wealth Management
California
$1.59M +$773K +5,621 +95%
CGA
424
Crescent Grove Advisors
Illinois
$1.58M +$688K +5,005 +77%
TC
425
Trilogy Capital
California
$1.58M -$994K -7,228 -39%
15 16
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