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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 %
SWA
626
Stratos Wealth Advisors
Ohio
$609K +$125K +908 +26%
WTC
627
WhitTier Trust Company
Nevada
$608K – – –
KWMG
628
King Wealth Management Group
Florida
$608K – – –
CAM
629
Concorde Asset Management
Michigan
$606K +$89.4K +651 +17%
AL
630
Aspiriant LLC
California
$604K +$323K +2,355 +115%
SCA
631
Snowden Capital Advisors
New York
$603K -$31.5K -229 -5%
HPWM
632
Highland Private Wealth Management
Washington
$600K +$155K +1,124 +35%
SCI
633
S&CO Inc
Massachusetts
$597K – – –
CST
634
Charles Schwab Trust
Nevada
$597K +$597K +4,343 New
WAP
635
Wealthcare Advisory Partners
Pennsylvania
$595K +$79.4K +577 +15%
SFWC
636
Strategic Family Wealth Counselors
New Jersey
$589K +$104K +755 +21%
CS
637
Capital Square
Tennessee
$588K – – –
OCM
638
One Capital Management
California
$583K -$11.2K -82 -2%
AWA
639
Aaron Wealth Advisors
Illinois
$576K -$35.4M -257,729 -98%
CCM
640
Covington Capital Management
California
$575K +$332K +2,420 +137%
MA
641
MCF Advisors
Kentucky
$572K -$275K -2,000 -32%
CPA
642
Capital Planning Advisors
California
$570K – – –
CPW
643
Catalyst Private Wealth
California
$569K – – –
CWM
644
ClientFirst Wealth Management
Arkansas
$559K – – –
PWP
645
Pursue Wealth Partners
California
$550K – – –
NCM
646
Novare Capital Management
North Carolina
$546K +$5.5K +40 +1%
SW
647
SteelPeak Wealth
California
$545K +$23.9K +174 +5%
IA
648
Insight Advisors
Pennsylvania
$541K -$2.17K -15 -0.4%
TWM
649
Thrive Wealth Management
Pennsylvania
$540K -$27.9K -203 -5%
MFA
650
Mayflower Financial Advisors
Massachusetts
$538K +$152K +1,108 +40%
24 25
26
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