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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.

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
1
US Bancorp
Minnesota
$155M
2
AWM
2
Avitas Wealth Management
California
$18.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$23.1M
4
KAS
4
Kestra Advisory Services
Texas
$29.8M
5
WIM
5
WealthPlan Investment Management
Nebraska
$12.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.58B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$36.9M
5
Lido Advisors
5
Lido Advisors
California
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$73.2M 532,560 – –
MCM
27
MAI Capital Management
Ohio
$68.8M 535,138 +16,714 +3%
Financial Engines Advisors
28
Financial Engines Advisors
California
$64.7M 503,335 -6,652 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$61.8M 481,057 -8,099 -2%
MMA
30
Miracle Mile Advisors
California
$55.8M 434,175 +11,848 +3%
HFBOT
31
Home Federal Bank of Tennessee
Tennessee
$54.8M 426,111 +1,057 +0.2%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$53.5M 416,266 -9,386 -2%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$52.6M 409,208 +17,895 +5%
VA
34
Valmark Advisers
Ohio
$52.5M 408,608 +51,458 +14%
EH
35
Equitable Holdings
New York
$50.4M 392,401 +38,178 +11%
Allianz Asset Management
36
Allianz Asset Management
Germany
$49.2M 382,675 -184,500 -33%
CA
37
Cetera Advisors
Colorado
$46.6M 362,446 +13,385 +4%
PFM
38
Phillips Financial Management
Indiana
$45.7M 355,877 -8,458 -2%
SWPG
39
Strategic Wealth Partners Group
Illinois
$45.7M 355,276 +4,217 +1%
WHAM
40
Windmill Hill Asset Management
United Kingdom
$44.2M 344,045 -5,875 -2%
FHB
41
First Hawaiian Bank
Hawaii
$44.1M 343,301 -671 -0.2%
Barclays
42
Barclays
United Kingdom
$43.6M 339,162 -54,774 -14%
ANB
43
Amarillo National Bank
Texas
$42.8M 333,059 +2,176 +0.7%
PA
44
Probity Advisors
Texas
$41.4M 322,078 -1,363 -0.4%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$41M 319,114 +18,115 +6%
CC
46
Courier Capital
New York
$39.9M 310,079 -2,616 -0.8%
SL
47
Salomon & Ludwin
Virginia
$39.7M 308,579 -340 -0.1%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$38.4M 299,017 +11,582 +4%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$37.1M 288,596 +13,357 +5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$36.9M 287,470 -319,047 -53%
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