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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 %
RWP
1076
Revolve Wealth Partners
New Jersey
– -$243K -1,765 Closed
PI
1077
Putnam Investments
Massachusetts
– -$241K -1,752 Closed
CBN
1078
Cadence Bank NA
Texas
– -$217K -1,576 Closed
PFM
1079
Parsec Financial Management
North Carolina
– -$214K -1,553 Closed
SFP
1080
Strategic Financial Partners
Oregon
– -$209K -1,522 Closed
CI
1081
Cambiar Investors
Colorado
– -$208K -1,516 Closed
FHA
1082
Flagship Harbor Advisors
Massachusetts
– -$208K -1,514 Closed
WIC
1083
Woodmont Investment Counsel
Tennessee
– -$206K -1,501 Closed
KCM
1084
KRS Capital Management
Michigan
– -$205K -1,495 Closed
OAP
1085
One Advisory Partners
Kansas
– -$204K -1,484 Closed
FPCG
1086
Fort Pitt Capital Group
Pennsylvania
– -$204K -1,484 Closed
ST
1087
Sentinel Trust
Texas
– -$203K -1,474 Closed
FCFC
1088
First Citizens Financial Corp
Iowa
– -$202K -1,469 Closed
IGWM
1089
ICA Group Wealth Management
Colorado
– -$208K -1,395 Closed
AW
1090
ACG Wealth
Georgia
– -$187K -1,362 Closed
GKIM
1091
GW&K Investment Management
Massachusetts
– -$124K -901 Closed
TCWM
1092
Total Clarity Wealth Management
Illinois
– -$102K -742 Closed
RIM
1093
Rockbridge Investment Management
New York
– -$96.4K -701 Closed
Allspring Global Investments
1094
Allspring Global Investments
North Carolina
– -$66K -487 Closed
AWM
1095
Activest Wealth Management
Florida
– -$57K -414 Closed
CWP
1096
Concord Wealth Partners
Virginia
– -$44K -319 Closed
AssetMark Inc
1097
AssetMark Inc
California
– -$35K -258 Closed
AWM
1098
Atticus Wealth Management
Florida
– -$32K -232 Closed
JPLA
1099
Joseph P. Lucia & Associates
New York
– -$29K -210 Closed
WPA
1100
West Paces Advisors
Georgia
– -$18.6K -135 Closed
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