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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.

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

Top Sellers

1
BlackRock
BlackRock
New York
$24.6M
2
HNB
Huntington National Bank
Ohio
$118M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.8M
4
VR
Viridian RIA
Washington
$21.7M
5
DSA
Davis Selected Advisers
Arizona
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
801
Samalin Investment Counsel
New York
$326K +$1.25K +8 +0.4%
BWP
802
Baldwin Wealth Partners
Massachusetts
$324K – – –
CFAM
803
Center For Asset Management
Florida
$324K +$24K +154 +8%
FHA
804
Flagship Harbor Advisors
Massachusetts
$323K -$216K -1,387 -40%
KIA
805
KCM Investment Advisors
California
$323K – – –
WMS
806
Wealth Management Solutions
Pennsylvania
$322K -$20.6K -132 -6%
LS
807
Leelyn Smith
Illinois
$322K – – –
AL
808
Aspiriant LLC
California
$319K – – –
RCG
809
Regatta Capital Group
California
$317K -$40.8K -262 -11%
RF
810
Rollins Financial
Georgia
$317K +$623 +4 +0.2%
CIA
811
Capital Investment Advisors
Georgia
$312K +$312K +2,005 New
HNWA
812
Henrickson Nauta Wealth Advisors
Michigan
$311K – – –
PSIWM
813
Paradigm Strategies in Wealth Management
Minnesota
$309K – – –
ONB
814
Old National Bancorp
Indiana
$306K -$6.7K -43 -2%
MW
815
Marcum Wealth
Ohio
$306K – – –
CAG
816
Curtis Advisory Group
California
$306K – – –
CMP
817
Courage Miller Partners
Virginia
$306K +$39.4K +253 +15%
NWMG
818
National Wealth Management Group
Ohio
$304K +$9.03K +58 +3%
PWP
819
Perfromance Wealth Partners
Illinois
$301K -$19.4K -125 -6%
JFG
820
JMG Financial Group
Illinois
$301K -$11.7K -75 -4%
ICG
821
InterOcean Capital Group
Tennessee
$299K – – –
MSAM
822
Moloney Securities Asset Management
Missouri
$299K +$13.3K +85 +5%
LWAC
823
Laurel Wealth Advisors (California)
California
$297K +$297K +1,907 New
PIM
824
Progressive Investment Management
Oregon
$296K – – –
ECG
825
Edge Capital Group
Georgia
$294K +$56.8K +365 +24%
31 32
33
34 35