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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.

New
Increased
Maintained
Reduced
Closed
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 %
BPA
176
Beacon Pointe Advisors
California
$10.4M +$1.61M +10,371 +18%
TS
177
Tamar Securities
California
$10.4M +$618K +3,967 +6%
CFB
178
Cullen/Frost Bankers
Texas
$10.2M +$1.29M +8,276 +14%
BWA
179
BDO Wealth Advisors
Florida
$10.2M +$1.28M +8,228 +14%
GW
180
GW & Wade
Massachusetts
$9.95M -$4.2K -27 -0%
RIG
181
RiverFront Investment Group
Virginia
$9.91M +$907K +5,822 +10%
LWA
182
LWS Wealth Advisors
New Jersey
$9.89M -$257K -1,652 -3%
WAS
183
Wealth Advisory Solutions
Indiana
$9.88M +$9.88M +63,476 New
HWM
184
Hohimer Wealth Management
Washington
$9.86M +$9.86M +63,332 New
BFM
185
Broadview Financial Management
Wisconsin
$9.76M -$124K -796 -1%
AIA
186
Alera Investment Advisors
Illinois
$9.69M +$39.2K +252 +0.4%
TPCW
187
TD Private Client Wealth
New York
$9.66M -$361K -2,318 -4%
FNBT
188
FineMark National Bank & Trust
Florida
$9.44M +$3.77M +24,229 +67%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$9.34M +$2.31M +14,825 +33%
BAM
190
Belpointe Asset Management
Nevada
$9.28M +$5.08M +32,627 +121%
VC
191
Vicus Capital
Pennsylvania
$9.15M -$2.37M -15,215 -21%
WJA
192
Willis Johnson & Associates
Texas
$9.11M +$184K +1,182 +2%
AIM
193
Acropolis Investment Management
Missouri
$9.09M -$10.7K -69 -0.1%
AWM
194
AE Wealth Management
Kansas
$9.03M +$4.41M +28,346 +96%
FBA
195
Front Barnett Associates
Illinois
$8.97M +$71.6K +460 +0.8%
GL
196
Graypoint LLC
New York
$8.69M +$1.22M +7,830 +16%
BFS
197
Bradley Foster & Sargent
Connecticut
$8.49M +$5.28M +33,914 +164%
ASFA
198
All Season Financial Advisors
Colorado
$8.47M +$740K +4,750 +10%
Bank Julius Baer & Co
199
Bank Julius Baer & Co
Switzerland
$8.42M +$8.42M +54,065 New
CWM
200
Calamos Wealth Management
Illinois
$8.33M +$543K +3,489 +7%
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