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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.58B
2
HNB
Huntington National Bank
Ohio
$109M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
BFG
Barber Financial Group
Kansas
$1.54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
776
First National Bank of South Miami
Florida
$294K -$24.1K -187 -8%
KA
777
Klingman & Associates
New York
$294K – – –
WA
778
Wealth Alliance
New York
$293K -$20.2K -157 -6%
PWA
779
Peterson Wealth Advisors
Utah
$291K – – –
BWP
780
Baldwin Wealth Partners
Massachusetts
$290K -$16.1K -125 -5%
KIA
781
KCM Investment Advisors
California
$288K +$21.1K +164 +8%
PCIA
782
Prime Capital Investment Advisors
Kansas
$288K +$36.2K +282 +14%
AFS
783
Axiom Financial Strategies
Indiana
$287K -$199K -1,554 -41%
TWM
784
Tradition Wealth Management
Minnesota
$286K – – –
T2I
785
Turim 21 Investimentos
Brazil
$286K – – –
ADL
786
Asset Dedication LLC
California
$285K +$285K +2,221 New
CB
787
Cadence Bank
Mississippi
$284K +$284K +2,206 New
RRWA
788
Rainey & Randall Wealth Advisors
Florida
$283K -$136K -1,059 -32%
LJAC
789
L.J. Altfest & Co
New York
$283K +$1.8K +14 +0.6%
SAM
790
Silverhawk Asset Management
Arizona
$282K – – –
PG
791
Patten Group
Tennessee
$280K – – –
BFM
792
Boston Financial Management
Massachusetts
$279K – – –
YCM
793
Yousif Capital Management
Michigan
$279K +$279K +2,173 New
XF
794
XML Financial
Maryland
$278K +$278K +2,165 New
TL
795
Tradewinds LLC
North Carolina
$277K -$6.68K -52 -2%
GWM
796
GDS Wealth Management
Texas
$277K +$7.59K +59 +3%
CCM
797
Colorado Capital Management
Colorado
$274K -$11.7K -91 -4%
SIC
798
Samalin Investment Counsel
New York
$272K +$1.54K +12 +0.6%
HTC
799
Haverford Trust Company
Pennsylvania
$271K -$68.8K -535 -20%
CIA
800
Capital Investment Advisors
Georgia
$271K -$35.4K -276 -12%
30 31
32
33 34