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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 %
EWM
451
Endurance Wealth Management
Rhode Island
$1.23M -$11.6K -90 -0.9%
IWM
452
IHT Wealth Management
Illinois
$1.23M +$195K +1,519 +19%
PP
453
Paloma Partners
Connecticut
$1.22M -$154K -1,199 -11%
OFG
454
Oxford Financial Group
Indiana
$1.22M – – –
PWPS
455
Pinnacle Wealth Planning Services
Ohio
$1.21M -$671K -5,221 -36%
HCC
456
Hirtle Callaghan & Co
Pennsylvania
$1.21M +$110K +859 +10%
TC
457
Trilogy Capital
California
$1.2M -$270K -2,103 -18%
FMII
458
Farmers & Merchants Investments Inc
Nebraska
$1.19M +$114K +885 +11%
SAM
459
Silvercrest Asset Management
New York
$1.19M -$57.8K -450 -5%
YWP
460
YorkBridge Wealth Partners
New York
$1.18M +$5.14K +40 +0.4%
WP
461
WMS Partners
Maryland
$1.18M -$3.86K -30 -0.3%
KM
462
Kalos Management
Georgia
$1.16M +$41.1K +304 +4%
HIA
463
Harbor Investment Advisory
Maryland
$1.16M +$414K +3,218 +55%
GWA
464
GGM Wealth Advisors
Maryland
$1.16M -$128K -920 -10%
BP
465
Ballentine Partners
Massachusetts
$1.16M -$2.7K -21 -0.2%
HWM
466
HighMark Wealth Management
Minnesota
$1.15M +$2.57K +20 +0.2%
SFPG
467
Stonebridge Financial Planning Group
Florida
$1.15M +$29.8K +232 +3%
BAM
468
Baldrige Asset Management
Pennsylvania
$1.15M -$21.3K -166 -2%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$1.14M -$77.6K -604 -6%
LSPW
470
Lake Street Private Wealth
Illinois
$1.12M +$16.6K +129 +2%
TWM
471
Thrive Wealth Management
Pennsylvania
$1.1M +$598K +4,655 +118%
Qube Research & Technologies (QRT)
472
Qube Research & Technologies (QRT)
United Kingdom
$1.1M +$1.1M +8,527 New
DW
473
Domani Wealth
Pennsylvania
$1.1M – – –
BWM
474
BigSur Wealth Management
Florida
$1.09M – – –
9WM
475
9258 Wealth Management
Ohio
$1.08M -$35.2K -274 -3%
17 18
19
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