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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 %
ACK
426
Andrew C. Karlinski
$1.58M -$6.74K -49 -0.4%
MFT
427
Moisand Fitzgerald Tamayo
Florida
$1.55M +$42.3K +308 +3%
AWM
428
Axxcess Wealth Management
California
$1.54M +$1.54M +11,200 New
CCB
429
Country Club Bank
Missouri
$1.53M -$456K -3,303 -23%
RBC
430
Roble Belko & Company
Pennsylvania
$1.5M – – –
KBFS
431
Kohmann Bosshard Financial Services
Ohio
$1.5M – – –
TPWA
432
TRUE Private Wealth Advisors
Oregon
$1.5M -$270K -1,962 -15%
CT
433
Cambridge Trust
Massachusetts
$1.5M +$1.09M +7,895 +262%
WS
434
Wedbush Securities
California
$1.49M +$170K +1,235 +13%
RFA
435
Resurgent Financial Advisors
Georgia
$1.49M +$1.49M +10,856 New
MWM
436
Mattern Wealth Management
Kansas
$1.49M -$10.3K -75 -0.7%
IAG
437
Investment Advisory Group
Massachusetts
$1.47M +$20.8K +151 +1%
PP
438
Paloma Partners
Connecticut
$1.47M -$1.29M -9,361 -47%
MWM
439
Marietta Wealth Management
Georgia
$1.47M +$412 +3 +0%
SCA
440
Southern Capital Advisors
Tennessee
$1.46M +$57.3K +417 +4%
GT
441
Glenview Trust
Kentucky
$1.44M -$612K -4,453 -30%
NL
442
NWAM LLC
Washington
$1.44M -$113K -821 -7%
BJL
443
Brighton Jones LLC
Washington
$1.42M +$557K +4,050 +64%
RJT
444
Raymond James Trust
Florida
$1.42M +$90.1K +656 +7%
LNC
445
Lincoln National Corp
Pennsylvania
$1.41M +$79.9K +581 +6%
ANTB
446
AMG National Trust Bank
Colorado
$1.4M – – –
Prudential Financial
447
Prudential Financial
New Jersey
$1.4M -$585K -4,230 -29%
TFF
448
The Family Firm
Maryland
$1.4M +$6.05K +44 +0.4%
CPIG
449
Chicago Partners Investment Group
Illinois
$1.4M +$264K +1,814 +23%
CAL
450
Capital Advisors Ltd
Ohio
$1.39M +$488K +3,548 +54%
16 17
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