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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 %
IIL
951
Insight Inv LLC
California
$48K – – –
CBT
952
CoreFirst Bank & Trust
Kansas
$46K – – –
AC
953
AlphaCore Capital
California
$44K – – –
CPFP
954
Clear Perspectives Financial Planning
Ohio
$43K – – –
MCM
955
McMillion Capital Management
North Carolina
$40K – – –
JFA
956
JNBA Financial Advisors
Minnesota
$40K +$3.09K +24 +8%
Bank of Montreal
957
Bank of Montreal
Ontario, Canada
$38.6K -$1.34K -9,558 -3%
KFS
958
Kelly Financial Services
Massachusetts
$38.4K -$124K -962 -76%
POIA
959
Pin Oak Investment Advisors
Texas
$38K – – –
RP
960
Rice Partnership
Hawaii
$38K – – –
JWM
961
Janiczek Wealth Management
Colorado
$37K – – –
NIC
962
Northwest Investment Counselors
Oregon
$37K +$37K +286 New
TRCT
963
Tower Research Capital (TRC)
New York
$37K +$37K +286 New
OHWP
964
Oak Harbor Wealth Partners
North Carolina
$35K – – –
LWP
965
Lumature Wealth Partners
Georgia
$34K – – –
PP
966
PrairieView Partners
Minnesota
$34K – – –
IWMA
967
Ironwood Wealth Management (Arizona)
Arizona
$33K – – –
AIC
968
Archer Investment Corporation
Indiana
$32.5K -$771 -6 -2%
CFO
969
Colony Family Offices
North Carolina
$32K +$32K +247 New
AW
970
Avion Wealth
Texas
$30K +$130 +1 +0.4%
WT
971
Washington Trust
Rhode Island
$29K -$3.22K -25 -10%
TWA
972
TCI Wealth Advisors
Arizona
$29K – – –
ME
973
McIlrath & Eck
Washington
$29K – – –
WFA
974
WestHill Financial Advisors
California
$29K – – –
Kayne Anderson Rudnick Investment Management
975
Kayne Anderson Rudnick Investment Management
California
$28K – – –
37 38
39
40 41