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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
1
JPMorgan Chase & Co
New York
$3.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$794M
3
Wells Fargo
3
Wells Fargo
California
$1.27B
4
Bank of America
4
Bank of America
North Carolina
$968M
5
CA
5
Cetera Advisors
Colorado
$48M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.8M
2
HNB
2
Huntington National Bank
Ohio
$116M
3
USAA
3
United Services Automobile Association
Texas
$2.84M
4
B
4
Barings
North Carolina
$15.2M
5
AWA
5
Aaron Wealth Advisors
Illinois
$576K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
951
Capital Asset Advisory Services
Michigan
$84K – – –
BWM
952
BerganKDV Wealth Management
Minnesota
$83K – – –
WAM
953
Worth Asset Management
Texas
$82K – – –
KTC
954
Kistler-Tiffany Companies
Pennsylvania
$78K – – –
EW
955
Element Wealth
Mississippi
$77K – – –
BBPWM
956
Blue Bell Private Wealth Management
Pennsylvania
$76K – – –
ACA
957
Aptus Capital Advisors
Alabama
$75K +$43.2K +316 +136%
KC
958
Knuff & Co
California
$73K – – –
EWM
959
Evermay Wealth Management
Virginia
$71K – – –
CWA
960
Clearview Wealth Advisors
Oregon
$70K – – –
PMFA
961
Plante Moran Financial Advisors
Michigan
$69K – – –
Allspring Global Investments
962
Allspring Global Investments
North Carolina
$66K +$66K +487 New
FP
963
Financial Perspectives
Minnesota
$62.6K +$275 +2 +0.4%
OIA
964
Optimum Investment Advisors
Illinois
$62K – – –
WB
965
Webster Bank
Connecticut
$60K -$242K -1,760 -80%
AWM
966
Accel Wealth Management
Iowa
$59K +$139 +1 +0.2%
RA
967
Rise Advisors
New York
$59K +$25.9K +188 +78%
AA
968
Addison Advisors
Vermont
$57K – – –
AWM
969
Activest Wealth Management
Florida
$57K +$14K +102 +33%
RWA
970
RGT Wealth Advisors
Texas
$56K – – –
EC
971
Estate Counselors
Wisconsin
$54K +$12.3K +90 +30%
IIL
972
Insight Inv LLC
California
$52K – – –
CBT
973
CoreFirst Bank & Trust
Kansas
$49K – – –
AC
974
AlphaCore Capital
California
$47K -$5.48K -40 -10%
CPFP
975
Clear Perspectives Financial Planning
Ohio
$46K – – –
37 38
39
40 41