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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 %
CFD
926
Creative Financial Designs
Indiana
$202K -$4.35K -28 -2%
MC
927
Middleton & Co
Massachusetts
$202K – – –
LWM
928
Laidlaw Wealth Management
New York
$202K +$202K +1,299 New
SC
929
Saiph Capital
New Jersey
$202K +$202K +1,294 New
FPS
930
Fieldpoint Private Securities
Connecticut
$201K – – –
CW
931
CreativeOne Wealth
Kansas
$201K +$201K +1,291 New
SWM
932
Sugarloaf Wealth Management
Georgia
$198K -$7.64K -49 -4%
HBW
933
Hazlett, Burt & Watson
West Virginia
$195K +$195K +1,255 New
PWM
934
Provident Wealth Management
Tennessee
$194K +$61.1K +392 +46%
FFA
935
Founders Financial Alliance
North Carolina
$188K – – –
MCM
936
Manchester Capital Management
Vermont
$186K -$8.41K -54 -4%
TH
937
TCTC Holdings
Texas
$183K – – –
CWM
938
CarsonAllaria Wealth Management
Illinois
$182K -$388K -2,487 -68%
Lazard Asset Management
939
Lazard Asset Management
New York
$179K – – –
MIFH
940
Migdal Insurance & Financial Holdings
Israel
$178K – – –
FA
941
Faithward Advisors
Pennsylvania
$171K +$171K +1,096 New
KFI
942
Key Financial Inc
Pennsylvania
$168K – – –
LPIC
943
LeJeune Puetz Investment Counsel
Michigan
$167K – – –
BWL
944
Bogart Wealth LLC
Virginia
$159K -$26.6K -171 -14%
BA
945
Ballast Advisors
Minnesota
$158K +$7.79K +50 +5%
ZIG
946
Zullo Investment Group
Pennsylvania
$157K – – –
MAWCM
947
Mine & Arao Wealth Creation & Management
California
$153K +$311 +2 +0.2%
SBL
948
Sargent Bickham Lagudis
Colorado
$152K +$156 +1 +0.1%
CHA
949
Carmichael Hill & Associates
Maryland
$151K – – –
BFEC
950
Benjamin F. Edwards & Company
Missouri
$145K -$1.87K -12 -1%
36 37
38
39 40