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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
+$21.3M
2
AWM
Avitas Wealth Management
California
+$18.4M
3
BMM
Berkshire Money Management
Massachusetts
+$16.5M
4
KAS
Kestra Advisory Services
Texas
+$13.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
2
HNB
Huntington National Bank
Ohio
-$116M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$93.4M
4
BFG
Barber Financial Group
Kansas
-$68.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$12.8M +$225K +1,748 +2%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$12.5M +$2.19M +17,075 +21%
GSWM
128
Greenup Street Wealth Management
Michigan
$12.5M +$1.67M +13,007 +15%
WIM
129
WealthPlan Investment Management
Nebraska
$12.5M +$12.5M +84,462 New
WWM
130
Western Wealth Management
Colorado
$11.9M -$53.5K -415 -0.4%
MML Investors Services
131
MML Investors Services
Massachusetts
$11.9M +$23.8K +185 +0.2%
BlackRock
132
BlackRock
New York
$11.6M -$1.19M -9,229 -9%
RFA
133
RTD Financial Advisors
Pennsylvania
$11.6M +$34.7K +270 +0.3%
AWS
134
Atria Wealth Solutions
New York
$11.6M -$2.16M -16,785 -16%
CAN
135
Cetera Advisor Networks
California
$11.5M +$204K +1,591 +2%
MCM
136
MV Capital Management
Maryland
$11.4M +$358K +2,783 +3%
CI
137
CX Institutional
Indiana
$11.3M +$2.07M +16,073 +22%
NCM
138
Narwhal Capital Management
Georgia
$11M -$38.6K -300 -0.3%
Citigroup
139
Citigroup
New York
$10.6M -$67.5K -525 -0.6%
MGIA
140
Matthew Goff Investment Advisor
Texas
$10.5M -$33.5K -261 -0.3%
AIA
141
Arcadia Investment Advisors
Idaho
$10.5M +$211K +1,642 +2%
FAIM
142
Financial Advocates Investment Management
Washington
$10.4M -$397K -3,092 -4%
PRWA
143
Platte River Wealth Advisors
Colorado
$10.3M -$430K -3,344 -4%
SC
144
Sierra Capital
Florida
$10.3M – – –
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2M -$1.9M -14,817 -16%
BOS
146
Bank of Stockton
California
$10.2M -$2.59M -20,185 -20%
AIA
147
Alera Investment Advisors
Illinois
$9.93M +$9.38K +73 +0.1%
OIA
148
OneDigital Investment Advisors
Kansas
$9.92M +$280K +2,179 +3%
IWMWV
149
Ironwood Wealth Management (West Virginia)
West Virginia
$9.87M -$8.67K -66 -0.1%
BWA
150
BDO Wealth Advisors
Florida
$9.8M +$399K +3,106 +4%
4 5
6
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