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iShares S&P 500 Value ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $16.6B invested in iShares S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 413 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-11
Holders Change %
-1.03%
% of All Funds
17.87%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.52%
New
76
Increased
413
Reduced
339
Closed
73
Calls
$27.1M
Puts
$6.74M
Net Calls
+$20.3M
Net Calls Change
+$7.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$794M
3
Wells Fargo
3
Wells Fargo
California
$1.27B
4
Bank of America
4
Bank of America
North Carolina
$968M
5
CA
5
Cetera Advisors
Colorado
$48M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$36.8M
2
HNB
2
Huntington National Bank
Ohio
$116M
3
USAA
3
United Services Automobile Association
Texas
$2.84M
4
B
4
Barings
North Carolina
$15.2M
5
AWA
5
Aaron Wealth Advisors
Illinois
$576K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
1076
Renaissance Technologies
New York
– -$747K -4,800 Closed
TSS
1077
Two Sigma Securities
New York
– -$624K -4,004 Closed
BA
1078
Birinyi Associates
Connecticut
– -$545K -3,500 Closed
APW
1079
Aurora Private Wealth
New Jersey
– -$510K -3,275 Closed
YIH
1080
Y-Intercept (HK)
Hong Kong
– -$444K -2,853 Closed
NAG
1081
Northstar Advisory Group
New Jersey
– -$435K -2,792 Closed
SPP
1082
Single Point Partners
Massachusetts
– -$433K -2,780 Closed
CFAM
1083
Coury Firm Asset Management
Pennsylvania
– -$353K -2,267 Closed
VAFP
1084
Vahanian & Associates Financial Planning
New York
– -$343K -2,202 Closed
FEM
1085
Fulcrum Equity Management
Texas
– -$339K -2,180 Closed
XF
1086
XML Financial
Maryland
– -$337K -2,163 Closed
NWMG
1087
National Wealth Management Group
Ohio
– -$304K -1,954 Closed
LWAC
1088
Laurel Wealth Advisors (California)
California
– -$297K -1,907 Closed
CL
1089
CPWM LLC
Washington
– -$292K -1,876 Closed
SFG
1090
Sowa Financial Group
Rhode Island
– -$286K -1,838 Closed
IWP
1091
Icon Wealth Partners
Texas
– -$277K -1,777 Closed
ADL
1092
Asset Dedication LLC
California
– -$272K -1,748 Closed
T
1093
TCWP
Ohio
– -$270K -1,737 Closed
ECM
1094
Evergreen Capital Management
Washington
– -$261K -1,673 Closed
MWPCG
1095
Measured Wealth Private Client Group
New Hampshire
– -$250K -1,608 Closed
ACM
1096
Armbruster Capital Management
New York
– -$244K -1,564 Closed
CG
1097
Caprock Group
Idaho
– -$241K -1,546 Closed
SFPM
1098
Sensible Financial Planning & Management
Massachusetts
– -$224K -1,441 Closed
GLA
1099
Good Life Advisors
Pennsylvania
– -$224K -1,441 Closed
VWA
1100
V Wealth Advisors
Kansas
– -$223K -1,437 Closed
42 43
44
45 46