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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
JPMorgan Chase & Co
New York
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203M
3
Wells Fargo
Wells Fargo
California
+$40.3M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
CA
Cetera Advisors
Colorado
+$29.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$199M
2
HNB
Huntington National Bank
Ohio
-$118M
3
USAA
United Services Automobile Association
Texas
-$48.6M
4
B
Barings
North Carolina
-$35.4M
5
AWA
Aaron Wealth Advisors
Illinois
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Cahill Financial Advisors
Minnesota
$13.2M -$37.7K -274 -0.3%
FNBT
127
FineMark National Bank & Trust
Florida
$13.1M +$4.75M +34,523 +57%
FMC
128
First Merchants Corp
Indiana
$13M -$1.19M -8,639 -8%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9M +$1.19M +8,649 +10%
5L
130
55I LLC
Massachusetts
$12.9M +$6.97M +50,741 +118%
AAS
131
Avantax Advisory Services
Texas
$12.9M +$1.84M +13,359 +17%
WWM
132
Western Wealth Management
Colorado
$12.8M -$182K -1,322 -1%
MML Investors Services
133
MML Investors Services
Massachusetts
$12.7M -$43.2K -314 -0.3%
RFA
134
RTD Financial Advisors
Pennsylvania
$12.4M +$922K +6,708 +8%
MAM
135
MMA Asset Management
Pennsylvania
$12.1M -$615K -4,475 -5%
CAN
136
Cetera Advisor Networks
California
$12.1M +$650K +4,732 +6%
CCFM
137
Clear Creek Financial Management
Washington
$12M +$12M +86,984 New
NCM
138
Narwhal Capital Management
Georgia
$11.8M +$764K +5,555 +7%
MCM
139
MV Capital Management
Maryland
$11.8M +$1.66M +12,104 +16%
FAIM
140
Financial Advocates Investment Management
Washington
$11.6M -$18.4K -134 -0.2%
GSWM
141
Greenup Street Wealth Management
Michigan
$11.5M +$8.3M +60,364 +255%
PRWA
142
Platte River Wealth Advisors
Colorado
$11.5M -$1.56M -11,360 -12%
AF
143
Allworth Financial
California
$11.5M +$135K +980 +1%
Citigroup
144
Citigroup
New York
$11.4M -$337K -2,448 -3%
MGIA
145
Matthew Goff Investment Advisor
Texas
$11.3M -$1.67M -12,168 -13%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$11.1M -$2.03M -14,751 -15%
SC
147
Sierra Capital
Florida
$11M -$740K -5,384 -6%
AIA
148
Arcadia Investment Advisors
Idaho
$11M -$85.8K -624 -0.8%
LNWWM
149
Laird Norton Wetherby Wealth Management
California
$10.8M +$22.4K +163 +0.2%
JWCA
150
J.W. Cole Advisors
Florida
$10.7M -$439K -3,196 -4%
4 5
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