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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 %
CFG
176
Citizens Financial Group
Rhode Island
$8.86M +$1.55M +11,275 +21%
First Trust Advisors
177
First Trust Advisors
Illinois
$8.83M +$2.58M +18,742 +41%
BFM
178
Broadview Financial Management
Wisconsin
$8.78M +$157K +1,144 +2%
AWM
179
AE Wealth Management
Kansas
$8.74M +$769K +5,591 +10%
RFM
180
Royal Fund Management
Florida
$8.67M +$8.67M +63,064 New
Nomura Asset Management
181
Nomura Asset Management
Japan
$8.46M +$8.43M +24,100 +24,100%
FEG
182
Financial Enhancement Group
Indiana
$8.36M +$1.28M +9,346 +18%
PFA
183
Pinnacle Family Advisors
Missouri
$8.34M -$3.15M -22,890 -27%
LWA
184
LWS Wealth Advisors
New Jersey
$8.23M -$499K -3,628 -6%
AIM
185
Acropolis Investment Management
Missouri
$8.17M +$150K +1,094 +2%
DSA
186
Davis Selected Advisers
Arizona
$8M +$6.94M +50,460 +651%
BCM
187
Brookstone Capital Management
Illinois
$8M -$19.2M -137,892 -71%
BRWA
188
B. Riley Wealth Advisors
Florida
$7.94M +$1.08M +7,844 +16%
FBA
189
Front Barnett Associates
Illinois
$7.9M -$11K -80 -0.1%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$7.84M +$976K +7,099 +14%
LIA
191
LBMC Investment Advisors
Tennessee
$7.74M +$1.29M +9,401 +20%
EE
192
EWG Elevate
California
$7.73M +$7.17M +52,164 +1,286%
GWAM
193
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.54M +$223K +1,625 +3%
SAM
194
Stone Asset Management
Texas
$7.53M +$355K +2,580 +5%
VC
195
Vicus Capital
Pennsylvania
$7.39M -$690K -5,023 -9%
CWM
196
Calamos Wealth Management
Illinois
$7.37M +$18.3K +133 +0.2%
AMG
197
Asset Management Group
Connecticut
$7.32M +$31.2K +227 +0.4%
Cerity Partners
198
Cerity Partners
New York
$7.32M +$1.74M +12,688 +31%
WJA
199
Willis Johnson & Associates
Texas
$7.28M -$765K -5,568 -10%
GVAG
200
Great Valley Advisor Group
Delaware
$7.26M +$4.37M +31,803 +151%
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