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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.

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
1
JPMorgan Chase & Co
New York
$3.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$794M
3
Wells Fargo
3
Wells Fargo
California
$1.27B
4
Bank of America
4
Bank of America
North Carolina
$968M
5
CA
5
Cetera Advisors
Colorado
$48M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.8M
2
USAA
2
United Services Automobile Association
Texas
$2.84M
3
B
3
Barings
North Carolina
$15.2M
4
AWA
4
Aaron Wealth Advisors
Illinois
$576K
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$79.8M 580,705 -99,060 -15%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$78.5M 571,393 -31,451 -5%
Allianz Asset Management
28
Allianz Asset Management
Germany
$78M 567,175 – –
BFG
29
Barber Financial Group
Kansas
$74.5M 542,018 +42,467 +9%
Betterment LLC
30
Betterment LLC
New York
$73.2M 532,560 -14,449 -3%
MCM
31
MAI Capital Management
Ohio
$71.3M 518,424 +49,963 +11%
Financial Engines Advisors
32
Financial Engines Advisors
California
$70.1M 509,987 -32,673 -6%
HighTower Advisors
33
HighTower Advisors
Illinois
$67.2M 489,156 +7,699 +2%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$58.5M 425,652 +68,273 +19%
HFBOT
35
Home Federal Bank of Tennessee
Tennessee
$58.4M 425,054 +5,140 +1%
MMA
36
Miracle Mile Advisors
California
$58.1M 422,327 +47,812 +13%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$56.6M 411,503 +3,906 +1%
Barclays
38
Barclays
United Kingdom
$54.2M 393,936 +5,750 +1%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$53.8M 391,313 +13,714 +4%
PFM
40
Phillips Financial Management
Indiana
$50.1M 364,335 +2,073 +0.6%
VA
41
Valmark Advisers
Ohio
$49.1M 357,150 -22,597 -6%
EH
42
Equitable Holdings
New York
$48.7M 354,223 -14,236 -4%
SWPG
43
Strategic Wealth Partners Group
Illinois
$48.3M 351,059 +9,361 +3%
WHAM
44
Windmill Hill Asset Management
United Kingdom
$48.1M 349,920 +116,920 +50%
CA
45
Cetera Advisors
Colorado
$48M 349,061 +215,083 +161%
FHB
46
First Hawaiian Bank
Hawaii
$47.3M 343,972 -4,756 -1%
ANB
47
Amarillo National Bank
Texas
$45.5M 330,883 -272 -0.1%
PA
48
Probity Advisors
Texas
$44.5M 323,441 +11,219 +4%
CC
49
Courier Capital
New York
$43M 312,695 -1,777 -0.6%
SL
50
Salomon & Ludwin
Virginia
$42.5M 308,919 -4,704 -1%
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