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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
US Bancorp
Minnesota
$155M
2
AWM
Avitas Wealth Management
California
$18.4M
3
BMM
Berkshire Money Management
Massachusetts
$23.1M
4
KAS
Kestra Advisory Services
Texas
$29.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$755M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.58B
2
HNB
Huntington National Bank
Ohio
$109M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
BFG
Barber Financial Group
Kansas
$1.54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1051
Avidian Wealth Enterprises
Texas
– -$1.25M -9,058 Closed
RA
1052
Rational Advisors
New York
– -$1.24M -9,016 Closed
PFA
1053
Professional Financial Advisors
Nebraska
– -$1.19M -8,653 Closed
STA
1054
Summit Trail Advisors
New York
– -$1.13M -8,207 Closed
FLPIM
1055
F.L. Putnam Investment Management
Massachusetts
– -$1.05M -7,619 Closed
DL
1056
DOHJ LLC
Washington
– -$859K -6,249 Closed
IWN
1057
Independent Wealth Network
Iowa
– -$832K -6,054 Closed
CCP
1058
Corient Capital Partners
California
– -$674K -4,900 Closed
GM
1059
GeoWealth Management
Illinois
– -$651K -4,743 Closed
SFA
1060
Source Financial Advisors
New York
– -$652K -4,742 Closed
PWM
1061
Pinnacle Wealth Management
California
– -$521K -3,793 Closed
CANY
1062
Caxton Associates (New York)
New York
– -$456K -3,315 Closed
AWC
1063
Abundance Wealth Counselors
Pennsylvania
– -$455K -3,313 Closed
Boston Partners
1064
Boston Partners
Massachusetts
– -$422K -3,070 Closed
HCM
1065
Hutchinson Capital Management
California
– -$361K -2,623 Closed
T
1066
TRUADVICE
Florida
– -$367K -2,538 Closed
EPA
1067
Element Pointe Advisors
Florida
– -$335K -2,440 Closed
WA
1068
Waverly Advisors
Alabama
– -$322K -2,341 Closed
PFO
1069
Pathstone Family Office
New Jersey
– -$313K -2,277 Closed
HIS
1070
Harvest Investment Services
Illinois
– -$306K -2,230 Closed
CG
1071
Cutler Group
California
– -$285K -2,080 Closed
OAM
1072
Oak Asset Management
California
– -$282K -2,049 Closed
MW
1073
Marcum Wealth
Ohio
– -$268K -1,953 Closed
IIM
1074
InTrack Investment Management
Vermont
– -$268K -1,950 Closed
VAS
1075
Vestmark Advisory Solutions
Massachusetts
– -$244K -1,774 Closed
41 42
43
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