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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 %
CWM
176
Calamos Wealth Management
Illinois
$7.93M +$1.04M +8,110 +15%
LWA
177
LWS Wealth Advisors
New Jersey
$7.91M +$218K +1,696 +3%
AIM
178
Acropolis Investment Management
Missouri
$7.89M +$245K +1,908 +3%
Capstone Investment Advisors
179
Capstone Investment Advisors
New York
$7.87M +$1.56M +12,109 +25%
GVAG
180
Great Valley Advisor Group
Delaware
$7.5M +$709K +5,517 +10%
FBA
181
Front Barnett Associates
Illinois
$7.41M +$21.8K +170 +0.3%
BCM
182
Brookstone Capital Management
Illinois
$7.33M -$128K -988 -2%
RSWM
183
Robertson Stephens Wealth Management
California
$7.24M +$3.34M +25,999 +86%
LIA
184
LBMC Investment Advisors
Tennessee
$7.23M -$5.27K -41 -0.1%
GWAM
185
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.06M +$5.14K +40 +0.1%
Cerity Partners
186
Cerity Partners
New York
$6.88M +$31.1K +242 +0.5%
JF
187
JSF Financial
California
$6.81M +$1.45M +11,272 +27%
FAN
188
Financial Advisors Network
California
$6.75M +$420K +3,265 +7%
AMG
189
Asset Management Group
Connecticut
$6.72M -$127K -989 -2%
GL
190
Graypoint LLC
New York
$6.71M +$2.83K +22 +0%
HF
191
HRT Financial
New York
$6.67M +$3.56M +27,698 +115%
SWP
192
Stratos Wealth Partners
Ohio
$6.67M +$86.5K +673 +1%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$6.62M -$706K -5,491 -10%
FEG
194
Financial Enhancement Group
Indiana
$6.59M -$1.23M -9,581 -16%
SEI Investments
195
SEI Investments
Pennsylvania
$6.53M -$13.4K -104 -0.2%
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$6.53M +$6.06M +47,349 +1,308%
WJA
197
Willis Johnson & Associates
Texas
$6.51M -$287K -2,236 -4%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$6.51M +$6.51M +50,617 New
VC
199
Vicus Capital
Pennsylvania
$6.5M -$403K -3,139 -6%
GPA
200
Guidance Point Advisors
Massachusetts
$6.47M +$125K +973 +2%
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