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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.

New
Increased
Maintained
Reduced
Closed
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
US Bancorp
Minnesota
+$21.3M
2
AWM
Avitas Wealth Management
California
+$18.4M
3
BMM
Berkshire Money Management
Massachusetts
+$16.5M
4
KAS
Kestra Advisory Services
Texas
+$13.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
2
HNB
Huntington National Bank
Ohio
-$116M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$93.4M
4
BFG
Barber Financial Group
Kansas
-$68.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
551
SOA Wealth Advisors
New York
$777K – – –
Millennium Management
552
Millennium Management
New York
$777K +$777K +6,047 New
BFA
553
Beacon Financial Advisory
Ohio
$776K -$218K -1,695 -22%
DA
554
Doliver Advisors
Texas
$773K +$773K +6,013 New
CPSC
555
Carl P. Sherr & Co
Massachusetts
$762K -$37.3K -290 -5%
OWA
556
Outlook Wealth Advisors
Texas
$760K -$22.6K -176 -3%
RIA
557
Regal Investment Advisors
Michigan
$753K +$26.7K +208 +4%
DI
558
Disciplined Investments
Oklahoma
$745K +$7.59K +59 +1%
EE
559
EWG Elevate
California
$744K -$6.48M -50,429 -90%
CAC
560
Certified Advisory Corp
Florida
$740K -$2.83K -22 -0.4%
BFAG
561
Blackston Financial Advisory Group
Florida
$739K +$210K +1,465 +40%
LWANC
562
Laurel Wealth Advisors (North Carolina)
North Carolina
$735K -$12K -93 -2%
CB
563
Community Bank
New York
$735K – – –
AIP
564
Almanack Investment Partners
Pennsylvania
$735K +$281K +2,183 +62%
RC
565
RegentAtlantic Capital
New Jersey
$732K +$369K +2,875 +102%
IIC
566
Integrated Investment Consultants
Michigan
$724K +$40.5K +315 +6%
PCA
567
Pallas Capital Advisors
Massachusetts
$723K -$31.4K -224 -4%
QCG
568
Quadrant Capital Group
Ohio
$716K -$101K -785 -12%
EAM
569
Evanson Asset Management
California
$713K – – –
LTL
570
Lowery Thomas LLC
California
$710K -$44.3K -344 -6%
SHWM
571
Silicon Hills Wealth Management
Texas
$709K – – –
BS
572
Boenning & Scattergood
Pennsylvania
$706K +$25.4K +198 +4%
PAMG
573
Patton Albertson Miller Group
Tennessee
$705K +$128 +1 +0%
WFA
574
Wipfli Financial Advisors
Wisconsin
$704K +$342K +2,658 +94%
PCS
575
Personal CFO Solutions
New Jersey
$696K +$106K +827 +18%
21 22
23
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