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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 %
HFM
1001
Hartford Financial Management
Connecticut
$12K – – –
BL
1002
Balentine LLC
Georgia
$12K – – –
PO
1003
Private Ocean
California
$12K – – –
LS
1004
Leelyn Smith
Illinois
$11K -$260K -1,982 -96%
CWM
1005
CarsonAllaria Wealth Management
Illinois
$11K +$2.78K +22 +34%
SWA
1006
Sutton Wealth Advisors
Florida
$10.5K – – –
WWP
1007
WR Wealth Planners
Missouri
$10.2K – – –
SIM
1008
Studio Investment Management
Illinois
$10K – – –
GI
1009
Gradient Investments
Minnesota
$10K -$267 -2 -3%
FCFS
1010
First Command Financial Services
Texas
$10K – – –
FCB
1011
First Command Bank
Texas
$10K – – –
HWA
1012
HHM Wealth Advisors
Tennessee
$10K – – –
AIA
1013
Armor Investment Advisors
North Carolina
$10K +$123 +1 +1%
SC
1014
SouthState Corp
Florida
$10K +$10K +77 New
PIP
1015
Peachtree Investment Partners
Florida
$9K – – –
FRA
1016
Front Row Advisors
California
$9K – – –
TFA
1017
Toth Financial Advisory
Virginia
$9K – – –
NC
1018
NewSquare Capital
Pennsylvania
$9K +$9K +72 New
HI
1019
Hudock Inc
Pennsylvania
$8K -$2.83K -23 -26%
FCA
1020
FinTrust Capital Advisors
South Carolina
$8K – – –
FMB
1021
Field & Main Bank
Kentucky
$8K – – –
ODG
1022
O'Dell Group
Ohio
$4K – – –
TAM
1023
Tucker Asset Management
Colorado
$3.73K +$3.73K +26 New
HWP
1024
Highline Wealth Partners
California
$3.6K +$3.6K +28 New
VNA
1025
Valley National Advisers
Pennsylvania
$3K -$12K -100 -80%
39 40
41
42 43