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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 %
TP
501
Tranquility Partners
Tennessee
$1.09M +$414K +3,014 +61%
EIA
502
Eldridge Investment Advisors
New Hampshire
$1.08M -$12.4K -90 -1%
SIC
503
Sigma Investment Counselors
Michigan
$1.08M +$79.7K +580 +8%
NEWAS
504
N.E.W. Advisory Services
Wisconsin
$1.08M -$979K -7,119 -48%
CWM
505
Connecticut Wealth Management
Connecticut
$1.08M +$125K +908 +13%
BFA
506
Beacon Financial Advisory
Ohio
$1.06M +$1.1K +8 +0.1%
WPWM
507
Windward Private Wealth Management
Kansas
$1.05M – – –
SDWMA
508
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M +$4.68K +34 +0.4%
FLPIM
509
F.L. Putnam Investment Management
Massachusetts
$1.05M +$1.05M +7,619 New
KF
510
Krilogy Financial
Missouri
$1.05M +$413K +3,006 +65%
DPI
511
Diversified Portfolios Inc
Michigan
$1.04M -$88.5K -644 -8%
CC
512
Cadinha & Co
Hawaii
$1.04M -$13.7K -100 -1%
WT
513
Whittier Trust
California
$1.03M +$200K +1,452 +24%
GAM
514
Gemmer Asset Management
California
$1.01M +$137K +996 +16%
CL
515
Choreo LLC
Illinois
$1.01M -$11.4K -83 -1%
SAM
516
Sequent Asset Management
Texas
$997K – – –
NL
517
Navalign LLC
California
$989K +$19.2K +140 +2%
EK
518
Evensky & Katz
Florida
$987K +$2.34K +17 +0.2%
GT
519
Glenmede Trust
Pennsylvania
$984K – – –
PA
520
Pinnacle Associates
New York
$973K -$128K -929 -12%
OPWM
521
Oxinas Partners Wealth Management
Indiana
$971K +$21.7K +158 +2%
SMG
522
Spectrum Management Group
Indiana
$965K -$10.2K -74 -1%
AA
523
Argent Advisors
Louisiana
$961K -$7.97K -58 -0.8%
CAM
524
Close Asset Management
United Kingdom
$957K +$634K +4,608 +196%
DCM
525
Dimension Capital Management
Florida
$955K – – –
19 20
21
22 23