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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 %
FA
926
Faithward Advisors
Pennsylvania
$151K – – –
LPIC
927
LeJeune Puetz Investment Counsel
Michigan
$147K – – –
CA
928
Crewe Advisors
Utah
$146K +$54.2K +394 +59%
MCM
929
Manchester Capital Management
Vermont
$144K -$20.7K -150 -13%
CHA
930
Carmichael Hill & Associates
Maryland
$144K +$10.2K +74 +8%
BWL
931
Bogart Wealth LLC
Virginia
$141K – – –
BA
932
Ballast Advisors
Minnesota
$139K – – –
ZIG
933
Zullo Investment Group
Pennsylvania
$139K – – –
MAWCM
934
Mine & Arao Wealth Creation & Management
California
$135K +$137 +1 +0.1%
SBL
935
Sargent Bickham Lagudis
Colorado
$134K – – –
MFC
936
Mechanics Financial Corp
Ohio
$127K – – –
GKIM
937
GW&K Investment Management
Massachusetts
$124K +$124K +901 New
GIA
938
Goodwin Investment Advisory
Georgia
$121K -$67.8K -493 -36%
PWM
939
Provident Wealth Management
Tennessee
$117K -$53.8K -392 -32%
PCG
940
Private Capital Group
Connecticut
$116K -$436K -3,162 -79%
MHR
941
Matthew Hamilton Rosenberg
$106K – – –
RCM
942
Raleigh Capital Management
North Carolina
$104K +$414 +3 +0.4%
TCWM
943
Total Clarity Wealth Management
Illinois
$102K +$102K +742 New
NMG
944
New Millennium Group
Utah
$102K +$102K +744 New
LPP
945
Life Planning Partners
Florida
$100K – – –
RIM
946
Rockbridge Investment Management
New York
$96.4K +$1.38K +10 +1%
CSB
947
City State Bank
Iowa
$93K – – –
LB
948
Legacy Bridge
Iowa
$89K – – –
MWM
949
Mascoma Wealth Management
New Hampshire
$88K – – –
TF
950
Tompkins Financial
New York
$85K – – –
36 37
38
39 40