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iShares S&P 500 Value ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203M
3
Wells Fargo
Wells Fargo
California
+$40.3M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
CA
Cetera Advisors
Colorado
+$29.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$199M
2
HNB
Huntington National Bank
Ohio
-$118M
3
USAA
United Services Automobile Association
Texas
-$48.6M
4
B
Barings
North Carolina
-$35.4M
5
AWA
Aaron Wealth Advisors
Illinois
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
801
Harvest Investment Services
Illinois
$306K -$1.65K -12 -0.5%
T2I
802
Turim 21 Investimentos
Brazil
$306K – – –
CCM
803
Colorado Capital Management
Colorado
$306K – – –
TWM
804
Tradition Wealth Management
Minnesota
$306K +$275 +2 +0.1%
TL
805
Tradewinds LLC
North Carolina
$303K +$303K +2,207 New
SAM
806
Silverhawk Asset Management
Arizona
$302K -$91.5K -665 -23%
BFA
807
Beaumont Financial Advisors
Massachusetts
$302K – – –
LJAC
808
L.J. Altfest & Co
New York
$301K +$1.1K +8 +0.4%
BFM
809
Boston Financial Management
Massachusetts
$298K -$27.5K -200 -8%
PG
810
Patten Group
Tennessee
$298K – – –
DWM
811
Darwin Wealth Management
Florida
$296K -$81.1K -563 -22%
TFCP
812
Twin Focus Capital Partners
Massachusetts
$296K +$112K +815 +61%
VDI
813
Vaughan David Investments
Illinois
$290K +$48.8K +355 +20%
SIC
814
Samalin Investment Counsel
New York
$289K +$1.1K +8 +0.4%
GWM
815
GDS Wealth Management
Texas
$288K -$153K -1,114 -35%
ST
816
Sabal Trust
Florida
$288K – – –
NWA
817
Navis Wealth Advisors
New York
$288K +$288K +2,098 New
CFAM
818
Center For Asset Management
Florida
$286K – – –
KFI
819
Key Financial Inc
Pennsylvania
$286K +$136K +976 +90%
KIA
820
KCM Investment Advisors
California
$285K – – –
CG
821
Cutler Group
California
$285K +$41.1K +300 +17%
CCA
822
Cottonwood Capital Advisors
Utah
$284K -$24.1K -175 -8%
LS
823
Leelyn Smith
Illinois
$284K – – –
CMP
824
Courage Miller Partners
Virginia
$282K +$11.7K +85 +4%
CPIA
825
Cornell Pochily Investment Advisors
New York
$282K +$47.3K +345 +20%
31 32
33
34 35