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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 %
AB
701
Atlas Brown
Kentucky
$402K -$2.44K -19 -0.6%
OPW
702
Oxler Private Wealth
New York
$402K +$1.77K +13 +0.4%
CWM
703
Cabot Wealth Management
Massachusetts
$400K -$3.47K -27 -0.9%
JIC
704
Joel Isaacson & Co
New York
$399K – – –
HFS
705
Heritage Financial Services
Massachusetts
$398K -$771 -6 -0.2%
TI
706
Truepoint Inc
Ohio
$392K – – –
PCA
707
Personal Capital Advisors
California
$389K +$41K +319 +12%
PCMC
708
Private Capital Management (Colorado)
Colorado
$385K – – –
SA
709
Shilanski & Associates
Alaska
$385K +$385K +2,996 New
SEM
710
Strategic Equity Management
Arizona
$384K -$280K -2,177 -42%
FFS
711
Founders Financial Securities
Maryland
$380K +$380K +2,953 New
WTB
712
Washington Trust Bank
Washington
$379K – – –
ZF
713
Zhang Financial
Michigan
$378K +$51K +397 +16%
CA
714
CoreCap Advisors
Michigan
$375K -$799K -6,209 -68%
SWP
715
ShoreHaven Wealth Partners
New Jersey
$372K -$423K -3,301 -53%
TFS
716
TrustCore Financial Services
Tennessee
$371K -$1.28K -10 -0.3%
LFG
717
Larson Financial Group
Missouri
$371K +$6.04K +47 +2%
WQ
718
Wealth Quarterback
New Jersey
$370K -$21.8K -170 -6%
QC
719
Quent Capital
New York
$369K – – –
SDAM
720
Shulman DeMeo Asset Management
New York
$367K – – –
OPA
721
Old Port Advisors
Maine
$366K -$1.36K -10 -0.4%
1CP
722
17 Capital Partners
Arizona
$364K +$27.7K +215 +8%
4WM
723
4J Wealth Management
Virginia
$362K -$7.06K -55 -2%
SWM
724
Stockman Wealth Management
Montana
$360K – – –
TTWM
725
TCV Trust & Wealth Management
Virginia
$360K – – –
27 28
29
30 31