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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 %
GWAM
201
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.29M +$359K +2,304 +5%
CFG
202
Citizens Financial Group
Rhode Island
$8.28M -$195K -1,255 -2%
AMG
203
Asset Management Group
Connecticut
$8.26M +$36.3K +233 +0.4%
SC
204
Scotia Capital
Ontario, Canada
$8.25M +$6.75M +43,338 +450%
SAM
205
Stone Asset Management
Texas
$8.13M -$2.88M -18,499 -26%
FEG
206
Financial Enhancement Group
Indiana
$8.02M +$8.02M +51,469 New
SEI Investments
207
SEI Investments
Pennsylvania
$7.91M -$180K -1,154 -2%
SWP
208
Stratos Wealth Partners
Ohio
$7.91M +$345K +2,213 +5%
BRWA
209
B. Riley Wealth Advisors
Florida
$7.77M -$366K -2,347 -4%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$7.77M -$27.9K -179 -0.4%
PFA
211
Pure Financial Advisors
California
$7.71M -$821K -5,271 -10%
CA
212
Centerpoint Advisors
Massachusetts
$7.67M -$88.6K -569 -1%
PAIM
213
Punch & Associates Investment Management
Minnesota
$7.66M +$98.9K +635 +1%
FAN
214
Financial Advisors Network
California
$7.43M -$23.8K -153 -0.3%
HWM
215
HB Wealth Management
Georgia
$7.4M +$1.01M +6,511 +16%
GPA
216
Guidance Point Advisors
Massachusetts
$7.37M +$352K +2,242 +5%
LIA
217
LBMC Investment Advisors
Tennessee
$7.3M +$179K +1,152 +3%
CI
218
CPMG Inc
Texas
$7.24M +$7.24M +46,500 New
PFP
219
Pinnacle Financial Partners
Tennessee
$7.17M +$463K +2,972 +7%
First Trust Advisors
220
First Trust Advisors
Illinois
$7.09M +$2.32M +14,900 +49%
GWM
221
Geneos Wealth Management
Colorado
$7.01M -$138K -885 -2%
CFA
222
Camarda Financial Advisors
Florida
$7.01M +$7.01M +44,995 New
KPWG
223
KFA Private Wealth Group
Virginia
$6.91M +$322K +2,071 +5%
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
$6.9M -$10.2M -65,557 -60%
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$6.89M +$280K +1,801 +4%
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