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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.

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
1
JPMorgan Chase & Co
New York
$3.18B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$267M
3
Lido Advisors
3
Lido Advisors
California
$183M
4
BFG
4
Barber Financial Group
Kansas
$77.8M
5
Bank of America
5
Bank of America
North Carolina
$1.06B

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$18.8M
3
VR
3
Viridian RIA
Washington
$21.7M
4
DSA
4
Davis Selected Advisers
Arizona
$1.21M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$28.4M 182,342 +156,612 +609%
QIM
77
Quest Investment Management
Oregon
$28M 179,915 – –
EWA
78
Encompass Wealth Advisors
Oregon
$27.8M 178,826 +3,734 +2%
GT
79
Greenleaf Trust
Michigan
$27.2M 174,476 +1,574 +0.9%
FLA
80
Financial Life Advisors
Texas
$26.1M 167,655 +1,650 +1%
RFC
81
Regions Financial Corp
Alabama
$25.8M 165,993 +5,772 +4%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$25.7M 165,262 +10,745 +7%
BlackRock
83
BlackRock
New York
$24.6M 157,974 -937,772 -86%
EA
84
Efficient Advisors
Ohio
$23.5M 151,016 -23,689 -14%
NSIM
85
North Star Investment Management
Illinois
$23.4M 150,086 +7,909 +6%
CCM
86
Condor Capital Management
New Jersey
$23.3M 149,593 +2,391 +2%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$23.1M 147,554 +4,794 +3%
MA
88
MUFG Americas
New York
$22.5M 144,349 -4,013 -3%
PRS
89
Pinkerton Retirement Specialists
Idaho
$22.4M 144,116 +144,116 New
SMC
90
Smith, Moore & Co
Missouri
$22.2M 142,396 +8 +0%
SAS
91
SMI Advisory Services
Indiana
$22.1M 141,876 +141,876 New
VR
92
Viridian RIA
Washington
– – -143,951 Closed
TCM
93
Traynor Capital Management
Pennsylvania
$21.6M 138,518 +6,159 +5%
TW
94
Transform Wealth
Colorado
$21.5M 138,110 -3,341 -2%
AA
95
Alesco Advisors
New York
$21.3M 136,808 +5,574 +4%
BAM
96
Brave Asset Management
New Jersey
$21.2M 136,189 -28,235 -17%
LFS
97
Lutz Financial Services
Nebraska
$21M 134,698 -1,112 -0.8%
PIA
98
Powell Investment Advisors
Florida
$20.9M 134,105 +6,910 +5%
CA
99
Cetera Advisors
Colorado
$20.9M 133,978 -53,192 -28%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$20.6M 132,590 +22,489 +20%
2 3
4
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