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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.

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
1
US Bancorp
Minnesota
$155M
2
AWM
2
Avitas Wealth Management
California
$18.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$23.1M
4
KAS
4
Kestra Advisory Services
Texas
$29.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$755M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.58B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$36.9M
5
Lido Advisors
5
Lido Advisors
California
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$35.5M 276,452 +8,781 +3%
KOC
52
Koss-Olinger Consulting
Florida
$35.1M 273,070 +86,025 +46%
HF
53
Halpern Financial
Virginia
$35M 272,579 +14,209 +5%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$34.7M 270,022 -2,403 -0.9%
SAF
55
Smith Anglin Financial
Texas
$34.5M 268,111 +29,339 +12%
1IA
56
1834 Investment Advisors
Wisconsin
$32.1M 249,590 -3,867 -2%
UCFA
57
United Capital Financial Advisors
Texas
$32.1M 249,378 -12,040 -5%
TCBWMS
58
Texas Capital Bank Wealth Management Services
Texas
$31.9M 248,306 -11,368 -4%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$31.9M 248,020 -163,483 -40%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$31.8M 245,749 +813 +0.3%
PWM
61
Praetorian Wealth Management
California
$31.4M 244,611 +1,405 +0.6%
LL
62
LPWM LLC
Minnesota
$31.4M 244,307 +4,040 +2%
RVPG
63
Relative Value Partners Group
$31.2M 242,897 -236 -0.1%
KAS
64
Kestra Advisory Services
Texas
$29.8M 231,891 +104,508 +82%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$27.9M 177,627 +6,519 +4%
BBVA
66
Banco Bilbao Vizcaya Argentaria
Spain
$27M 210,664 -32,098 -13%
EW
67
Evoke Wealth
California
$25.8M 200,925 -1,102 -0.5%
PWAG
68
Polaris Wealth Advisory Group
California
$25.6M 195,696 -5,595 -3%
AIP
69
Ameritas Investment Partners
Nebraska
$25.2M 195,892 +229 +0.1%
RFC
70
Regions Financial Corp
Alabama
$23.9M 185,645 +1,193 +0.6%
BAAM
71
Baker Avenue Asset Management
California
$23.3M 181,357 -69,260 -28%
QIM
72
Quest Investment Management
Oregon
$23.1M 179,915 – –
BMM
73
Berkshire Money Management
Massachusetts
$23.1M 179,501 +128,611 +253%
GT
74
Greenleaf Trust
Michigan
$22.4M 174,033 +1,542 +0.9%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$21.9M 170,117 +4,371 +3%
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