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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203M
3
Wells Fargo
Wells Fargo
California
+$40.3M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
CA
Cetera Advisors
Colorado
+$29.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$199M
2
HNB
Huntington National Bank
Ohio
-$118M
3
USAA
United Services Automobile Association
Texas
-$48.6M
4
B
Barings
North Carolina
-$35.4M
5
AWA
Aaron Wealth Advisors
Illinois
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
476
Avidian Wealth Enterprises
Texas
$1.25M -$393K -2,861 -24%
BP
477
Ballentine Partners
Massachusetts
$1.24M -$144K -1,050 -10%
RA
478
Rational Advisors
New York
$1.24M -$69K -502 -5%
HWM
479
HighMark Wealth Management
Minnesota
$1.23M +$27.7K +202 +2%
MBT
480
Montecito Bank & Trust
California
$1.22M -$107K -779 -8%
LF
481
Lee Financial
Texas
$1.21M +$95.9K +698 +9%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$1.21M +$15.4K +112 +1%
SFPG
483
Stonebridge Financial Planning Group
Florida
$1.2M -$36.7K -267 -3%
9WM
484
9258 Wealth Management
Ohio
$1.2M -$19K -138 -2%
PFA
485
Professional Financial Advisors
Nebraska
$1.19M +$1.19M +8,653 New
LSPW
486
Lake Street Private Wealth
Illinois
$1.18M -$465K -3,382 -28%
HCC
487
Hirtle Callaghan & Co
Pennsylvania
$1.17M +$36.4K +265 +3%
KM
488
Kalos Management
Georgia
$1.17M -$31.9K -226 -3%
DW
489
Domani Wealth
Pennsylvania
$1.17M – – –
BWM
490
BigSur Wealth Management
Florida
$1.17M – – –
WPC
491
White Pine Capital
Minnesota
$1.17M -$43.7K -318 -4%
EFS
492
Essex Financial Services
Connecticut
$1.16M -$34.2K -249 -3%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$1.15M -$1.37K -10 -0.1%
LC
494
LTG Capital
Massachusetts
$1.15M -$31.4K -229 -3%
CIR
495
Clear Investment Research
Georgia
$1.14M +$2.61K +19 +0.2%
AFAS
496
Acorn Financial Advisory Services
Virginia
$1.14M -$130K -950 -10%
STA
497
Summit Trail Advisors
New York
$1.13M +$1.13M +8,207 New
ACIM
498
Azimuth Capital Investment Management
Michigan
$1.11M +$1.11M +8,045 New
IWM
499
IHT Wealth Management
Illinois
$1.1M +$26K +189 +2%
CB
500
Commerce Bank
Missouri
$1.1M -$19.2K -140 -2%
18 19
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