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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 %
CPA
676
Cardiff Park Advisors
California
$475K – – –
FNBTCON
677
First National Bank & Trust Co of Newtown
Pennsylvania
$474K – – –
DAS
678
Dynamic Advisor Solutions
Arizona
$473K -$150K -1,091 -24%
SIG
679
Stonegate Investment Group
Alabama
$473K +$473K +3,444 New
NDSI
680
Newman Dignan & Sheerar Inc
Rhode Island
$472K -$7.01K -51 -1%
KLI
681
Kelman-Lazarov Inc
Tennessee
$468K -$13.1K -95 -3%
TFA
682
TPG Financial Advisors
Oregon
$467K – – –
PCMC
683
Private Capital Management (Colorado)
Colorado
$467K – – –
DFC
684
DBK Financial Counsel
Ohio
$467K – – –
National Bank of Canada
685
National Bank of Canada
Quebec, Canada
$464K -$13.7K -107 -3%
CCMD
686
Cypress Capital Management (Delaware)
Delaware
$464K – – –
Bessemer Group
687
Bessemer Group
New Jersey
$463K -$278K -2,021 -38%
WSFS
688
Wilmington Savings Fund Society
Delaware
$461K -$57.5K -418 -11%
CTC
689
Central Trust Company
Missouri
$456K – – –
CANY
690
Caxton Associates (New York)
New York
$456K +$456K +3,315 New
AWC
691
Abundance Wealth Counselors
Pennsylvania
$455K – – –
PFG
692
Pinnacle Financial Group
Illinois
$455K – – –
LSA
693
L & S Advisors
California
$453K – – –
BA
694
Bellwether Advisors
Nebraska
$452K +$2.88K +21 +0.6%
CWMGP
695
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$451K – – –
RHBC
696
R.H. Bluestein & Co
Michigan
$448K – – –
RRWA
697
Rainey & Randall Wealth Advisors
Florida
$448K +$1.79K +13 +0.4%
PTC
698
Private Trust Company
Ohio
$444K +$444K +3,231 New
BSWA
699
Bromfield Sneider Wealth Advisors
Massachusetts
$443K – – –
CIAS
700
Capital Investment Advisory Services
North Carolina
$441K +$58.5K +426 +15%
26 27
28
29 30