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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 %
BLC
976
Brown, Lisle/Cummings
Rhode Island
$27.1K – – –
EC
977
Estate Counselors
Wisconsin
$27K -$22.6K -180 -46%
IBOK
978
Independence Bank of Kentucky
Kentucky
$27K -$4.84K -38 -15%
FWM
979
Focused Wealth Management
New York
$27K – – –
DSC
980
Duncker Streett & Co
Missouri
$26K – – –
SMA
981
Sage Mountain Advisors
Georgia
$26K – – –
SAM
982
Strategic Asset Management
Minnesota
$26K – – –
LSA
983
Lansing Street Advisors
Pennsylvania
$26K +$26K +200 New
MIM
984
Macroview Investment Management
Maryland
$24K – – –
LDFR
985
Lehman & Derafelo Financial Resources
Pennsylvania
$23K – – –
OC
986
Oakworth Capital
Alabama
$22K – – –
SSC
987
Syverson Strege & Co
Iowa
$22K – – –
CFO
988
CVA Family Office
Colorado
$21K – – –
OSAM
989
O'Shaughnessy Asset Management
Connecticut
$21K – – –
TFP
990
Tilia Fiduciary Partners
North Carolina
$19K – – –
LWA
991
Lowe Wealth Advisors
Maryland
$19K +$19K +145 New
GWSG
992
GPS Wealth Strategies Group
Colorado
$18K +$10.6K +83 +143%
AWM
993
Abound Wealth Management
Tennessee
$17.6K +$5.13K +40 +41%
BCMLT
994
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K -$400 -3 -2%
VCM
995
Versant Capital Management
Arizona
$16K – – –
RDIA
996
RE Dickinson Investment Advisors
Iowa
$13K – – –
C
997
Covestor
United Kingdom
$13K – – –
CMP
998
Coston McIsaac & Partners
Maine
$13K – – –
Nomura Asset Management
999
Nomura Asset Management
Japan
$12.9K -$3.1M -24,100 -100%
OLVIG
1000
Oliver Lagore Vanvalin Investment Group
Michigan
$12K -$702K -5,502 -98%
38 39
40
41 42