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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 %
FPCG
901
Fort Pitt Capital Group
Pennsylvania
$204K – – –
OAP
902
One Advisory Partners
Kansas
$204K +$204K +1,484 New
CCM
903
Cribstone Capital Management
Maine
$203K -$138 -1 -0.1%
ST
904
Sentinel Trust
Texas
$203K – – –
FCFC
905
First Citizens Financial Corp
Iowa
$202K -$7.56K -55 -4%
PAI
906
Pittenger & Anderson Inc
Nebraska
$201K – – –
CHC
907
City Holding Co
West Virginia
$196K +$126K +915 +179%
HBT
908
Hills Bank & Trust
Iowa
$191K – – –
AW
909
ACG Wealth
Georgia
$187K +$137 +1 +0.1%
WBC
910
West Branch Capital
Massachusetts
$186K – – –
JEST
911
JTC Employer Solutions Trustee
Jersey
$186K – – –
CP
912
Covenant Partners
Tennessee
$181K – – –
BWM
913
Baystate Wealth Management
Massachusetts
$180K -$25.2K -184 -12%
HWMA
914
Heritage Wealth Management (Arizona)
Arizona
$180K -$41.4K -301 -19%
SWM
915
Sugarloaf Wealth Management
Georgia
$175K +$138 +1 +0.1%
CFD
916
Creative Financial Designs
Indiana
$174K -$4.96K -36 -3%
KFS
917
Kelly Financial Services
Massachusetts
$173K +$147K +1,073 +571%
VWM
918
Valley Wealth Managers
New Jersey
$171K -$166K -1,204 -49%
HBW
919
Hazlett, Burt & Watson
West Virginia
$171K – – –
FCMT
920
Founders Capital Management (Texas)
Texas
$170K +$73.1K +532 +75%
HPC
921
HM Payson & Co
Maine
$164K +$164K +1,191 New
TH
922
TCTC Holdings
Texas
$161K – – –
Lazard Asset Management
923
Lazard Asset Management
New York
$158K – – –
MIFH
924
Migdal Insurance & Financial Holdings
Israel
$157K – – –
TCOV
925
Trust Company of Vermont
Vermont
$152K +$152K +1,103 New
35 36
37
38 39