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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
2
Huntington National Bank
Ohio
$118M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$18.8M
4
VR
4
Viridian RIA
Washington
$21.7M
5
DSA
5
Davis Selected Advisers
Arizona
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
976
Optimum Investment Advisors
Illinois
$70K – – –
LWP
977
Lumature Wealth Partners
Georgia
$69K -$5.11K -33 -7%
AWM
978
Accel Wealth Management
Iowa
$66K +$156 +1 +0.2%
PCA
979
Permit Capital Advisors
Pennsylvania
$66K +$66K +418 New
TCM
980
Tradewinds Capital Management
Washington
$65K – – –
AA
981
Addison Advisors
Vermont
$64K +$45.1K +292 +239%
JPLA
982
Joseph P. Lucia & Associates
New York
$64K +$64K +410 New
RWA
983
RGT Wealth Advisors
Texas
$63K +$63K +405 New
AC
984
AlphaCore Capital
California
$60K -$68.6K -438 -53%
IIL
985
Insight Inv LLC
California
$59K – – –
WIM
986
Wittenberg Investment Management
Massachusetts
$59K +$59K +380 New
CBT
987
CoreFirst Bank & Trust
Kansas
$55K – – –
BONH
988
Bank of New Hampshire
New Hampshire
$55K +$55K +350 New
WT
989
Washington Trust
Rhode Island
$52K – – –
CPFP
990
Clear Perspectives Financial Planning
Ohio
$52K – – –
CWP
991
Concord Wealth Partners
Virginia
$50K +$12.5K +80 +33%
AWM
992
Activest Wealth Management
Florida
$49K +$12.3K +78 +33%
EC
993
Estate Counselors
Wisconsin
$47K -$15.4K -100 -25%
POIA
994
Pin Oak Investment Advisors
Texas
$46K -$1.56K -10 -3%
JFA
995
JNBA Financial Advisors
Minnesota
$45K – – –
RP
996
Rice Partnership
Hawaii
$45K – – –
DB
997
Dravo Bay
Delaware
$44.8K +$44.8K +288 New
JWM
998
Janiczek Wealth Management
Colorado
$44K -$53.5K -345 -55%
OHWP
999
Oak Harbor Wealth Partners
North Carolina
$43K +$1.23K +8 +3%
FAG
1000
Fortitude Advisory Group
Washington
$43K +$29.6K +192 +221%
38 39
40
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