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iShares S&P 500 Value ETF
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Overview Fund Activity

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.18B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$267M
3
Lido Advisors
3
Lido Advisors
California
$183M
4
BFG
4
Barber Financial Group
Kansas
$77.8M
5
Bank of America
5
Bank of America
North Carolina
$1.06B

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$18.8M
3
VR
3
Viridian RIA
Washington
$21.7M
4
DSA
4
Davis Selected Advisers
Arizona
$1.21M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Probity Advisors
Texas
$48.6M 312,222 +17,729 +6%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$44.5M 285,459 +6,358 +2%
BAAM
53
Baker Avenue Asset Management
California
$43.4M 279,014 +1,341 +0.5%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$43.2M 277,438 +26,338 +10%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$42.7M 274,759 +9,777 +4%
UCFA
56
United Capital Financial Advisors
Texas
$42.6M 273,777 -16,164 -6%
SPIA
57
Strategic Point Investment Advisors
Rhode Island
$42M 269,874 +122,557 +83%
KeyBank National Association
58
KeyBank National Association
Ohio
$41.1M 264,194 +1,349 +0.5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$40.8M 258,645 +23,763 +10%
1IA
60
1834 Investment Advisors
Wisconsin
$38.8M 249,091 +1,312 +0.5%
TCBWMS
61
Texas Capital Bank Wealth Management Services
Texas
$37.9M 243,301 +7,521 +3%
PWM
62
Praetorian Wealth Management
California
$37.3M 239,578 +7,710 +3%
RVPG
63
Relative Value Partners Group
$37.1M 237,980 +572 +0.2%
SAF
64
Smith Anglin Financial
Texas
$36.7M 235,404 +66,683 +40%
HF
65
Halpern Financial
Virginia
$36.3M 233,178 +20,725 +10%
WHAM
66
Windmill Hill Asset Management
United Kingdom
$36.3M 233,000 +233,000 New
LL
67
LPWM LLC
Minnesota
$35.7M 228,995 -7,766 -3%
PWAG
68
Polaris Wealth Advisory Group
California
$33.9M 217,465 +37,085 +21%
SWM
69
Spire Wealth Management
Virginia
$33.4M 214,276 +5,762 +3%
AIP
70
Ameritas Investment Partners
Nebraska
$31.7M 203,376 -20,988 -9%
EW
71
Evoke Wealth
California
$31.5M 202,231 +19,972 +11%
BCM
72
Brookstone Capital Management
Illinois
$30.4M 195,387 +172,666 +760%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$29.5M 189,335 -3,628 -2%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$28.9M 166,731 -26,892 -14%
WIA
75
World Investment Advisors
California
$28.4M 182,343 +20 +0%
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