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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 %
IAG
426
Investment Advisory Group
Massachusetts
$1.39M +$14.9K +116 +1%
LNC
427
Lincoln National Corp
Pennsylvania
$1.38M +$66.3K +516 +5%
CPIG
428
Chicago Partners Investment Group
Illinois
$1.38M +$574 +4 +0%
MWM
429
Marietta Wealth Management
Georgia
$1.38M – – –
RJT
430
Raymond James Trust
Florida
$1.37M +$48K +373 +4%
BJL
431
Brighton Jones LLC
Washington
$1.36M +$31.2K +243 +2%
TPWA
432
TRUE Private Wealth Advisors
Oregon
$1.36M -$46K -358 -3%
BCA
433
Bay Colony Advisors
Massachusetts
$1.35M -$89.8K -699 -6%
Prudential Financial
434
Prudential Financial
New Jersey
$1.34M +$14.5K +111 +1%
LF
435
Lee Financial
Texas
$1.33M +$199K +1,548 +18%
TFF
436
The Family Firm
Maryland
$1.31M – – –
GT
437
Glenview Trust
Kentucky
$1.31M -$45K -350 -3%
KBFS
438
Kohmann Bosshard Financial Services
Ohio
$1.3M -$105K -813 -7%
BFPW
439
BOK Financial Private Wealth
Colorado
$1.3M +$22.9K +178 +2%
CCB
440
Country Club Bank
Missouri
$1.29M -$154K -1,180 -11%
BWP
441
Bernardo Wealth Planning
Pennsylvania
$1.29M – – –
GWM
442
GSB Wealth Management
Connecticut
$1.29M +$23.8K +185 +2%
FFM
443
Forum Financial Management
Illinois
$1.28M +$13.6K +106 +1%
WP
444
WealthShield Partners
North Carolina
$1.27M +$771 +6 +0.1%
DBIA
445
Dumont & Blake Investment Advisors
New Jersey
$1.27M -$6.81K -53 -0.5%
PIMG
446
Patriot Investment Management Group
Tennessee
$1.27M – – –
WPW
447
Waldron Private Wealth
Pennsylvania
$1.26M – – –
EFS
448
Essex Financial Services
Connecticut
$1.25M +$168K +1,309 +16%
ANTB
449
AMG National Trust Bank
Colorado
$1.24M – – –
AFAS
450
Acorn Financial Advisory Services
Virginia
$1.23M +$164K +1,272 +15%
16 17
18
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