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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 %
CPSC
551
Carl P. Sherr & Co
Massachusetts
$855K -$27.5K -200 -3%
SWP
552
ShoreHaven Wealth Partners
New Jersey
$852K +$852K +6,201 New
WOC
553
West Oak Capital
California
$851K +$24.1K +175 +3%
AC
554
AWM Capital
Arizona
$846K -$1.24K -9 -0.1%
FPCG
555
Forum Private Client Group
Indiana
$844K +$107K +779 +15%
HSA
556
HBK Sorce Advisory
Pennsylvania
$842K -$2.92M -21,235 -78%
JIC
557
Johnson Investment Counsel
Ohio
$840K +$52.9K +385 +7%
OWA
558
Outlook Wealth Advisors
Texas
$838K -$60.3K -438 -7%
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$836K +$435K +3,161 +108%
LC
560
Lindbrook Capital
California
$834K – – –
IWN
561
Independent Wealth Network
Iowa
$832K -$272K -1,978 -25%
SWA
562
SOA Wealth Advisors
New York
$831K – – –
GG
563
Gofen & Glossberg
Illinois
$827K -$11K -80 -1%
CCM
564
Coldstream Capital Management
Washington
$818K +$412K +2,999 +102%
LTL
565
Lowery Thomas LLC
California
$806K +$626K +4,553 +348%
HIA
566
Harbor Investment Advisory
Maryland
$802K -$84.3K -613 -10%
LWANC
567
Laurel Wealth Advisors (North Carolina)
North Carolina
$799K -$1.38K -10 -0.2%
TFO
568
Tarbox Family Office
California
$798K +$1.1K +8 +0.1%
WIA
569
World Investment Advisors
California
$795K -$25.7M -176,874 -97%
CAC
570
Certified Advisory Corp
Florida
$795K +$6.74K +49 +0.9%
IWA
571
Inspirion Wealth Advisors
Illinois
$793K -$30.5K -222 -4%
DI
572
Disciplined Investments
Oklahoma
$789K +$35.1K +255 +5%
CB
573
Community Bank
New York
$786K -$37K -269 -4%
NCG
574
Newport Capital Group
New Jersey
$782K -$79.1K -575 -9%
SWA
575
Strategies Wealth Advisors
Michigan
$777K -$79.6K -579 -9%
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