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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 %
SW
401
SVB Wealth
Massachusetts
$1.56M +$368K +2,867 +31%
BA
402
Bristlecone Advisors
Washington
$1.55M -$107K -834 -6%
BFG
403
Barber Financial Group
Kansas
$1.54M -$68.1M -530,036 -98%
EWM
404
EPG Wealth Management
Georgia
$1.52M +$7.33K +57 +0.5%
GPWA
405
Great Point Wealth Advisors
Massachusetts
$1.52M – – –
PBO
406
Peoples Bank (Ohio)
Ohio
$1.52M -$3.21K -25 -0.2%
NCG
407
Newport Capital Group
New Jersey
$1.51M +$757K +5,687 +100%
SIC
408
Salem Investment Counselors
North Carolina
$1.49M +$257K +2,000 +21%
MWM
409
Mission Wealth Management
California
$1.47M -$11.2K -87 -0.8%
AWM
410
Axxcess Wealth Management
California
$1.46M +$21.7K +169 +2%
PWLP
411
Prio Wealth Limited Partnership
Massachusetts
$1.46M -$218K -1,700 -13%
MFT
412
Moisand Fitzgerald Tamayo
Florida
$1.45M +$771 +6 +0.1%
SIA
413
Sage Investment Advisers
New York
$1.44M +$236K +1,837 +20%
IDA
414
Intelligence Driven Advisers
California
$1.44M -$1.1M -8,233 -43%
ACK
415
Andrew C. Karlinski
$1.42M -$52.7K -410 -4%
WS
416
Wedbush Securities
California
$1.42M +$19.3K +150 +1%
IAIM
417
International Assets Investment Management
Florida
$1.41M +$97.8K +761 +7%
PA
418
Procyon Advisors
Connecticut
$1.41M -$168K -1,310 -11%
SIC
419
Sterling Investment Counsel
New York
$1.41M +$184K +1,429 +15%
RBC
420
Roble Belko & Company
Pennsylvania
$1.41M – – –
RFA
421
Resurgent Financial Advisors
Georgia
$1.41M +$11.6K +90 +0.8%
NL
422
NWAM LLC
Washington
$1.41M +$64.4K +501 +5%
SFA
423
Sequoia Financial Advisors
Ohio
$1.41M -$543K -4,222 -28%
MWM
424
Mattern Wealth Management
Kansas
$1.39M – – –
SCA
425
Southern Capital Advisors
Tennessee
$1.39M +$24.5K +191 +2%
15 16
17
18 19