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iShares S&P 500 Value ETF
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Overview Fund Activity

1,039 hedge funds and large institutions have $14.8B invested in iShares S&P 500 Value ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 374 increasing their positions, 363 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
-18
Holders Change %
-1.7%
% of All Funds
17.97%
Holding in Top 10
85
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.56%
% of All Funds
1.47%
New
62
Increased
374
Reduced
363
Closed
67
Calls
$19.5M
Puts
$3.16M
Net Calls
+$16.4M
Net Calls Change
-$3.95M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$155M
2
AWM
2
Avitas Wealth Management
California
$18.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$23.1M
4
KAS
4
Kestra Advisory Services
Texas
$29.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$755M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.58B
2
HNB
2
Huntington National Bank
Ohio
$109M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
BFG
4
Barber Financial Group
Kansas
$1.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
926
Legacy Bridge
Iowa
$84K – – –
MWM
927
Mascoma Wealth Management
New Hampshire
$82K – – –
KTC
928
Kistler-Tiffany Companies
Pennsylvania
$82K +$8.63K +67 +12%
TF
929
Tompkins Financial
New York
$80K – – –
HGERS
930
Householder Group Estate & Retirement Specialist
Arizona
$80K +$80K +626 New
CAAS
931
Capital Asset Advisory Services
Michigan
$78K – – –
BWM
932
BerganKDV Wealth Management
Minnesota
$78K – – –
WAM
933
Worth Asset Management
Texas
$77K – – –
MPWT
934
MassMutual Private Wealth & Trust
Connecticut
$74K +$74K +579 New
ACA
935
Aptus Capital Advisors
Alabama
$71K – – –
BBPWM
936
Blue Bell Private Wealth Management
Pennsylvania
$71K – – –
NFSG
937
Newbridge Financial Services Group
Florida
$70K +$70K +541 New
TCM
938
TD Capital Management
Tennessee
$70K +$70K +542 New
CWA
939
Clearview Wealth Advisors
Oregon
$65K – – –
KC
940
Knuff & Co
California
$64K -$3.84K -30 -6%
AWM
941
Ameliora Wealth Management
Switzerland
$64K +$64K +500 New
FP
942
Financial Perspectives
Minnesota
$58.9K +$386 +3 +0.7%
OIA
943
Optimum Investment Advisors
Illinois
$58K – – –
AWM
944
Accel Wealth Management
Iowa
$58K +$136 +1 +0.2%
M1FG
945
Mach-1 Financial Group
Arkansas
$58K +$43.2K +337 +293%
RA
946
Rise Advisors
New York
$55K +$383 +3 +0.7%
ACM
947
Absolute Capital Management
Pennsylvania
$54.5K +$54.5K +423 New
AA
948
Addison Advisors
Vermont
$53K – – –
RWA
949
RGT Wealth Advisors
Texas
$52K – – –
FF
950
FourThought Financial
Florida
$51K +$51K +400 New
36 37
38
39 40