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iShares S&P 500 Value ETF
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Overview Fund Activity

1,068 hedge funds and large institutions have $18.3B invested in iShares S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 426 increasing their positions, 283 reducing their positions, and 67 closing their positions.

Holders
1,068
Holders Change
+36
Holders Change %
+3.49%
% of All Funds
16.9%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.54%
New
115
Increased
426
Reduced
283
Closed
67
Calls
$15.2M
Puts
$2.67M
Net Calls
+$12.5M
Net Calls Change
+$303K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.18B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$267M
3
Lido Advisors
3
Lido Advisors
California
$183M
4
BFG
4
Barber Financial Group
Kansas
$77.8M
5
Bank of America
5
Bank of America
North Carolina
$1.06B

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.6M
2
HNB
2
Huntington National Bank
Ohio
$118M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$18.8M
4
VR
4
Viridian RIA
Washington
$21.7M
5
DSA
5
Davis Selected Advisers
Arizona
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
126
Gladstone Institutional Advisory
Florida
$15.5M +$3.27M +21,016 +27%
CFA
127
Cahill Financial Advisors
Minnesota
$15M -$745K -4,785 -5%
Northern Trust
128
Northern Trust
Illinois
$15M +$850K +5,457 +6%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$14.8M -$1.62M -10,417 -10%
PRWA
130
Platte River Wealth Advisors
Colorado
$14.8M +$660K +4,240 +5%
WWM
131
Western Wealth Management
Colorado
$14.7M +$7.47M +47,997 +103%
MGIA
132
Matthew Goff Investment Advisor
Texas
$14.7M +$4.71M +30,260 +47%
T
133
TRUADVICE
Florida
$14.6M +$14.6M +98,687 New
MML Investors Services
134
MML Investors Services
Massachusetts
$14.4M +$241K +1,550 +2%
Creative Planning
135
Creative Planning
Kansas
$14.4M +$152K +976 +1%
BOS
136
Bank of Stockton
California
$13.9M -$222K -1,428 -2%
FCC
137
Florin Court Capital
United Kingdom
$13.8M -$280K -1,800 -2%
AIG
138
American International Group
New York
$13.8M +$6.9M +44,300 +100%
Citadel Advisors
139
Citadel Advisors
Florida
$13.5M +$12.8M +82,489 +1,914%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4M +$3.22M +20,593 +32%
MAM
141
MMA Asset Management
Pennsylvania
$13.4M -$142K -986 -1%
SC
142
Sierra Capital
Florida
$13.3M -$771K -4,950 -5%
Citigroup
143
Citigroup
New York
$13.3M +$432K +2,771 +3%
AWS
144
Atria Wealth Solutions
New York
$13.2M +$13.2M +84,960 New
FAIM
145
Financial Advocates Investment Management
Washington
$13.1M -$1.72M -11,065 -12%
PFA
146
Pinnacle Family Advisors
Missouri
$13M +$13M +83,592 New
RFA
147
RTD Financial Advisors
Pennsylvania
$13M -$369K -2,371 -3%
CAN
148
Cetera Advisor Networks
California
$12.9M +$374K +2,403 +3%
AF
149
Allworth Financial
California
$12.9M +$6.94M +44,563 +117%
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
$12.8M -$4.54M -29,137 -26%
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