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iShares S&P 500 Value ETF
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Overview Fund Activity

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.18B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$267M
3
Lido Advisors
3
Lido Advisors
California
$183M
4
BFG
4
Barber Financial Group
Kansas
$77.8M
5
Bank of America
5
Bank of America
North Carolina
$1.06B

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$18.8M
3
VR
3
Viridian RIA
Washington
$21.7M
4
DSA
4
Davis Selected Advisers
Arizona
$1.21M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$93.9M 602,844 +20,707 +4%
LI
27
LVZ Inc
Michigan
$93.6M 600,884 -3,935 -0.7%
Allianz Asset Management
28
Allianz Asset Management
Germany
$88.3M 567,175 +316,000 +126%
Betterment LLC
29
Betterment LLC
New York
$85.2M 547,009 -15,461 -3%
Financial Engines Advisors
30
Financial Engines Advisors
California
$84.5M 542,660 +147,463 +37%
BFG
31
Barber Financial Group
Kansas
$77.8M 499,551 +499,551 New
HighTower Advisors
32
HighTower Advisors
Illinois
$75M 481,457 +22,524 +5%
BBVA
33
Banco Bilbao Vizcaya Argentaria
Spain
$74.6M 478,223 +427,451 +842%
MCM
34
MAI Capital Management
Ohio
$72.9M 468,461 +19,017 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$71.7M 460,415 +220,648 +92%
HFBOT
36
Home Federal Bank of Tennessee
Tennessee
$65.4M 419,914 -2,254 -0.5%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$63.5M 407,597 +15,325 +4%
Barclays
38
Barclays
United Kingdom
$60.4M 388,186 -21,666 -5%
VA
39
Valmark Advisers
Ohio
$59.1M 379,747 -6,517 -2%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$58.8M 377,599 +33,321 +10%
MMA
41
Miracle Mile Advisors
California
$58.3M 374,515 +61,365 +20%
B
42
Barings
North Carolina
$57.4M 368,489 +53,395 +17%
EH
43
Equitable Holdings
New York
$57.4M 368,459 -1,182 -0.3%
PFM
44
Phillips Financial Management
Indiana
$56.4M 362,262 +15,440 +4%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$55.7M 357,379 +64,108 +22%
FHB
46
First Hawaiian Bank
Hawaii
$54.3M 348,728 -1,291 -0.4%
SWPG
47
Strategic Wealth Partners Group
Illinois
$53.2M 341,698 -2,218 -0.6%
ANB
48
Amarillo National Bank
Texas
$51.6M 331,155 +5,580 +2%
CC
49
Courier Capital
New York
$49M 314,472 -2,059 -0.7%
SL
50
Salomon & Ludwin
Virginia
$48.8M 313,623 -5,507 -2%
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