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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 Market Value Shares Shares
Change 		Shares
Change %
OAM
151
Occidental Asset Management
California
$12.7M 81,307 +10,700 +15%
JWCA
152
J.W. Cole Advisors
Florida
$12.6M 81,034 +4,951 +7%
F
153
F3Logic
Minnesota
$12.6M 80,764 -4,377 -5%
NCM
154
Narwhal Capital Management
Georgia
$12.6M 80,630 +1,690 +2%
AIA
155
Arcadia Investment Advisors
Idaho
$12.5M 80,473 -4,272 -5%
AAS
156
Avantax Advisory Services
Texas
$12.5M 80,149 +27,104 +51%
WP
157
WealthPLAN Partners
Nebraska
$12.4M 83,890 -3,413 -4%
WIM
158
WealthPlan Investment Management
Nebraska
$12.4M 83,890 +83,890 New
DIM
159
Delta Investment Management
California
$12.3M 79,272 +79,272 New
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$12.2M 78,384 – –
HWIS
161
Hancock Whitney Investment Services
Louisiana
$11.8M 75,771 +7,617 +11%
OIA
162
OneDigital Investment Advisors
Kansas
$11.8M 75,721 -1,926 -2%
IWMWV
163
Ironwood Wealth Management (West Virginia)
West Virginia
$11.7M 75,319 +87 +0.1%
MCM
164
MV Capital Management
Maryland
$11.5M 73,579 -150 -0.2%
SIAM
165
Sterling Investment Advisors (Missouri)
Missouri
$11.3M 72,411 -2,483 -3%
CAL
166
Capital Analysts LLC
Pennsylvania
$11.3M 72,253 -12,277 -15%
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$11.2M 72,000 – –
AI
168
Atria Investments
North Carolina
$11.1M 71,111 +39,971 +128%
PW
169
Peninsula Wealth
California
$10.9M 70,099 +242 +0.3%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$10.9M 69,821 +5,215 +8%
PP
171
Prosperity Planning
Missouri
$10.9M 63,485 – –
CS
172
Comerica Securities
Michigan
$10.7M 69,025 -1,061 -2%
SG Americas Securities
173
SG Americas Securities
New York
$10.7M 68,846 +25,070 +57%
MWM
174
Modera Wealth Management
New Jersey
$10.6M 68,361 +8,646 +14%
EPP
175
ETF Portfolio Partners
Kansas
$10.6M 67,783 +1,650 +2%
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