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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 %
DC
801
Davenport & Co
Virginia
$271K -$20.5K -159 -7%
VDI
802
Vaughan David Investments
Illinois
$270K -$1.29K -10 -0.5%
ST
803
Sabal Trust
Florida
$269K – – –
BWP
804
Balboa Wealth Partners
Arizona
$269K +$269K +2,094 New
PIFP
805
Partners in Financial Planning
Virginia
$268K +$738 +5 +0.3%
CPIA
806
Cornell Pochily Investment Advisors
New York
$267K +$2.57K +20 +1%
KFI
807
Key Financial Inc
Pennsylvania
$265K +$771 +6 +0.3%
CMP
808
Courage Miller Partners
Virginia
$263K – – –
VAFP
809
Vahanian & Associates Financial Planning
New York
$260K +$260K +2,022 New
WPWM
810
Western Pacific Wealth Management
Illinois
$259K -$81.1K -631 -24%
RF
811
Rollins Financial
Georgia
$259K -$3.08K -24 -1%
GIA
812
Goodwin Investment Advisory
Georgia
$259K +$146K +1,137 +129%
PWA
813
Physician Wealth Advisors
Utah
$258K +$34.9K +258 +16%
HNWA
814
Henrickson Nauta Wealth Advisors
Michigan
$257K – – –
HNWAG
815
High Net Worth Advisory Group
Florida
$257K +$64.3K +500 +33%
GWM
816
Gray Wealth Management
Maine
$257K +$257K +2,000 New
DWM
817
Darwin Wealth Management
Florida
$256K -$18K -135 -7%
PSIWM
818
Paradigm Strategies in Wealth Management
Minnesota
$255K – – –
OBWG
819
Onyx Bridge Wealth Group
New York
$255K +$12.5K +96 +5%
MSAM
820
Moloney Securities Asset Management
Missouri
$253K +$1.03K +8 +0.4%
BWM
821
Baystate Wealth Management
Massachusetts
$253K +$84.5K +658 +50%
EW
822
Element Wealth
Mississippi
$253K +$181K +1,407 +251%
CAG
823
Curtis Advisory Group
California
$252K – – –
DT
824
Diversified Trust
Tennessee
$251K -$10.9K -85 -4%
AWA
825
Acorn Wealth Advisors
Michigan
$251K +$25.7K +200 +11%
31 32
33
34 35