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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 %
CTB
826
Country Trust Bank
Illinois
$292K – – –
MA
827
MONECO Advisors
Connecticut
$292K +$156 +1 +0.1%
CL
828
CPWM LLC
Washington
$292K +$292K +1,876 New
VAS
829
Vestmark Advisory Solutions
Massachusetts
$289K -$83.6K -538 -22%
OBWG
830
Onyx Bridge Wealth Group
New York
$289K +$150 +1 +0.1%
DY
831
Dowling & Yahnke
California
$288K +$156 +1 +0.1%
GIA
832
Guyasuta Investment Advisors
Pennsylvania
$287K – – –
SFG
833
Sowa Financial Group
Rhode Island
$286K -$1.4K -9 -0.5%
CF
834
Centaurus Financial
California
$286K +$18.7K +120 +7%
AFS
835
Axiom Financial Strategies
Indiana
$286K +$286K +1,941 New
KWM
836
Kingsview Wealth Management
Oregon
$284K +$284K +1,825 New
FFA
837
First Foundation Advisors
California
$284K – – –
SFO
838
Stokes Family Office
Louisiana
$282K +$282K +1,813 New
RMCM
839
Reynders McVeigh Capital Management
Massachusetts
$280K – – –
IWP
840
Icon Wealth Partners
Texas
$277K – – –
CG
841
Cutler Group
California
$277K +$277K +1,780 New
PIFP
842
Partners in Financial Planning
Virginia
$276K +$458 +3 +0.2%
CCM
843
Covington Capital Management
California
$275K – – –
HCM
844
Howland Capital Management
Massachusetts
$275K +$275K +1,764 New
FSWA
845
Financial Synergies Wealth Advisors
Texas
$274K +$1.25K +8 +0.5%
VDI
846
Vaughan David Investments
Illinois
$273K -$22.6K -145 -8%
AA
847
Ancora Advisors
Ohio
$273K – – –
ADL
848
Asset Dedication LLC
California
$272K – – –
LP
849
LGL Partners
Pennsylvania
$272K +$1.24K +8 +0.5%
TFGT
850
TS Financial Group (TSFG)
Illinois
$271K +$8.55K +55 +3%
32 33
34
35 36