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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 %
JFGIW
651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$537K +$239K +1,736 +80%
ESB
652
Essex Savings Bank
Connecticut
$535K – – –
AWA
653
Arkadios Wealth Advisors
Georgia
$534K -$16.9K -123 -3%
BBHC
654
Brown Brothers Harriman & Co
New York
$534K – – –
CPO
655
Cerity Partners OCIO
New York
$533K -$4.4K -32 -0.8%
NAM
656
NTV Asset Management
West Virginia
$526K – – –
AFS
657
Axiom Financial Strategies
Indiana
$521K +$254K +1,850 +95%
PWM
658
Pinnacle Wealth Management
California
$521K +$325K +2,366 +166%
MG
659
Mather Group
Illinois
$515K -$6.32K -46 -1%
BFAG
660
Blackston Financial Advisory Group
Florida
$514K +$514K +3,691 New
CWP
661
Corepath Wealth Partners
Arizona
$506K +$6.53K +48 +1%
AHC
662
Anderson Hoagland & Co
Missouri
$497K – – –
GM
663
Granger Management
New York
$495K – – –
PMAM
664
Picton Mahoney Asset Management
Ontario, Canada
$494K – – –
LW
665
Linscomb Wealth
Texas
$493K -$47.7K -347 -9%
PL
666
Plancorp LLC
Missouri
$493K -$23.3K -170 -5%
AWA
667
ARQ Wealth Advisors
Arizona
$492K – – –
LTI
668
Laffer Tengler Investments
Tennessee
$490K – – –
CIA
669
Choate Investment Advisors
Massachusetts
$488K – – –
CWM
670
C2C Wealth Management
Arizona
$488K +$8.45K +60 +2%
AIP
671
Almanack Investment Partners
Pennsylvania
$486K -$61.2K -445 -11%
OPS
672
Orion Portfolio Solutions
Nebraska
$481K +$38.8K +282 +9%
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$480K – – –
FPW
674
Flagship Private Wealth
Massachusetts
$479K – – –
WAOTB
675
Wealth Advisors of Tampa Bay
Florida
$477K -$4.67K -34 -1%
25 26
27
28 29