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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
$3.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$794M
3
Wells Fargo
Wells Fargo
California
$1.27B
4
Bank of America
Bank of America
North Carolina
$968M
5
CA
Cetera Advisors
Colorado
$48M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$36.8M
2
HNB
Huntington National Bank
Ohio
$116M
3
USAA
United Services Automobile Association
Texas
$2.84M
4
B
Barings
North Carolina
$15.2M
5
AWA
Aaron Wealth Advisors
Illinois
$576K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
851
Ancora Advisors
Ohio
$260K +$19.1K +139 +8%
USCWA
852
U.S. Capital Wealth Advisors
Texas
$260K +$260K +1,890 New
GGS
853
Galvin Gaustad & Stein
Arizona
$259K -$55K -400 -18%
CTB
854
Country Trust Bank
Illinois
$258K – – –
TFGT
855
TS Financial Group (TSFG)
Illinois
$254K +$14.3K +104 +6%
GIA
856
Guyasuta Investment Advisors
Pennsylvania
$253K – – –
FFA
857
First Foundation Advisors
California
$247K -$4.13K -30 -2%
RMCM
858
Reynders McVeigh Capital Management
Massachusetts
$247K – – –
VAS
859
Vestmark Advisory Solutions
Massachusetts
$244K -$11.7K -85 -5%
RWP
860
Revolve Wealth Partners
New Jersey
$243K +$243K +1,765 New
HCM
861
Howland Capital Management
Massachusetts
$242K – – –
LP
862
LGL Partners
Pennsylvania
$241K +$961 +7 +0.4%
AWA
863
Acorn Wealth Advisors
Michigan
$241K +$9.09K +66 +4%
PI
864
Putnam Investments
Massachusetts
$241K +$241K +1,752 New
WW
865
Westshore Wealth
California
$240K +$963 +7 +0.4%
PWA
866
Physician Wealth Advisors
Utah
$239K -$358K -2,468 -60%
TSWM
867
Tyler-Stone Wealth Management
Ohio
$236K – – –
BSB
868
Bangor Savings Bank
Maine
$236K +$8.38K +61 +4%
LSA
869
Lion Street Advisors
Texas
$233K -$15.2K -100 -6%
MCM
870
Murphy Capital Management
New Jersey
$233K – – –
RWA
871
Redhawk Wealth Advisors
Minnesota
$231K -$453K -3,304 -66%
CCA
872
Column Capital Advisors
Indiana
$229K – – –
GWM
873
Greenhouse Wealth Management
Connecticut
$229K – – –
WA1
874
Wimmer Associates 1
California
$227K – – –
AIP
875
Ahrens Investment Partners
Louisiana
$227K +$1.38K +10 +0.6%
33 34
35
36 37