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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 %
DFC
676
DBK Financial Counsel
Ohio
$437K – – –
FFA
677
First Foundation Advisors
California
$436K +$205K +1,598 +89%
CCMD
678
Cypress Capital Management (Delaware)
Delaware
$434K – – –
MFA
679
Mayflower Financial Advisors
Massachusetts
$432K -$70.5K -549 -14%
WSFS
680
Wilmington Savings Fund Society
Delaware
$432K +$901 +7 +0.2%
PIA
681
Perennial Investment Advisors
California
$426K +$83.9K +652 +25%
CA
682
Claro Advisors
Massachusetts
$425K – – –
PFG
683
Pinnacle Financial Group
Illinois
$425K +$128 +1 +0%
WEG
684
World Equity Group
Illinois
$424K +$13.9K +108 +3%
EW
685
Enzi Wealth
Texas
$423K +$423K +2,862 New
CWMGP
686
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$422K +$129 +1 +0%
Wealth Enhancement Advisory Services
687
Wealth Enhancement Advisory Services
Minnesota
$421K +$33.9K +258 +9%
RHBC
688
R.H. Bluestein & Co
Michigan
$419K – – –
BSWA
689
Bromfield Sneider Wealth Advisors
Massachusetts
$414K – – –
JGIA
690
Jackson Grant Investment Advisers
Connecticut
$413K +$2.96K +23 +0.7%
BCV
691
Banque Cantonale Vaudoise
Switzerland
$412K – – –
WAM
692
WNY Asset Management
New York
$411K – – –
TW
693
Towerpoint Wealth
California
$409K – – –
VC
694
Veracity Capital
Georgia
$408K +$52.5K +409 +15%
SWM
695
SeaCrest Wealth Management
New York
$407K – – –
BC
696
Barrett & Company
Rhode Island
$406K +$406K +2,800 New
JWM
697
JFG Wealth Management
Colorado
$406K – – –
BCP
698
Blue Chip Partners
Michigan
$404K +$515 +4 +0.1%
SXL
699
Summit X LLC
Missouri
$403K +$29K +226 +8%
Neuberger Berman Group
700
Neuberger Berman Group
New York
$403K +$43.3K +337 +12%
26 27
28
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