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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 %
AIA
151
Alera Investment Advisors
Illinois
$10.6M +$2.05M +14,943 +24%
PP
152
Prosperity Planning
Missouri
$10.6M – – –
IWMWV
153
Ironwood Wealth Management (West Virginia)
West Virginia
$10.5M -$9.04K -65 -0.1%
HWIS
154
Hancock Whitney Investment Services
Louisiana
$10.4M -$62.8K -457 -0.6%
OIA
155
OneDigital Investment Advisors
Kansas
$10.3M -$97.6K -710 -0.9%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$10.2M -$1.03M -7,520 -9%
BWA
157
BDO Wealth Advisors
Florida
$10.1M +$1.08M +7,884 +12%
TNBTD
158
Trustmark National Bank Trust Department
Mississippi
$9.93M +$34.4K +250 +0.3%
CAL
159
Capital Analysts LLC
Pennsylvania
$9.86M -$68.9K -501 -0.7%
CI
160
CX Institutional
Indiana
$9.86M +$3.93M +28,595 +66%
Jane Street
161
Jane Street
New York
$9.78M +$9.78M +71,159 New
CS
162
Comerica Securities
Michigan
$9.72M +$231K +1,683 +2%
SG Americas Securities
163
SG Americas Securities
New York
$9.67M +$203K +1,474 +2%
PW
164
Peninsula Wealth
California
$9.65M +$16.5K +120 +0.2%
RIG
165
RiverFront Investment Group
Virginia
$9.63M +$884K +6,431 +10%
Kovitz Investment Group Partners
166
Kovitz Investment Group Partners
Illinois
$9.61M +$10.2K +74 +0.1%
GW
167
GW & Wade
Massachusetts
$9.53M +$747K +5,432 +9%
SIAM
168
Sterling Investment Advisors (Missouri)
Missouri
$9.5M -$459K -3,338 -5%
OAM
169
Occidental Asset Management
California
$9.39M -$1.79M -13,022 -16%
MWM
170
Modera Wealth Management
New Jersey
$9.35M -$42.6K -310 -0.5%
EPP
171
ETF Portfolio Partners
Kansas
$9.19M -$129K -935 -1%
TS
172
Tamar Securities
California
$9.18M +$4.67K +34 +0.1%
BPA
173
Beacon Pointe Advisors
California
$9.12M -$67.5K -491 -0.7%
WAS
174
Wealth Advisory Solutions
Indiana
$9M +$275K +1,997 +3%
CFB
175
Cullen/Frost Bankers
Texas
$8.98M +$275 +2 +0%
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