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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 %
HWM
201
HB Wealth Management
Georgia
$7.19M +$658K +4,787 +10%
GL
202
Graypoint LLC
New York
$7.18M -$492K -3,581 -6%
AI
203
Atria Investments
North Carolina
$7.13M -$2.64M -19,219 -27%
SWP
204
Stratos Wealth Partners
Ohio
$7.04M +$50.7K +369 +0.7%
SEI Investments
205
SEI Investments
Pennsylvania
$7.01M +$16.8K +122 +0.2%
BMM
206
Berkshire Money Management
Massachusetts
$7M +$7M +50,890 New
BFS
207
Bradley Foster & Sargent
Connecticut
$6.93M -$562K -4,091 -8%
PAIM
208
Punch & Associates Investment Management
Minnesota
$6.87M +$106K +772 +2%
GPA
209
Guidance Point Advisors
Massachusetts
$6.79M +$334K +2,428 +5%
FAN
210
Financial Advisors Network
California
$6.77M +$208K +1,513 +3%
CA
211
Centerpoint Advisors
Massachusetts
$6.75M -$20.3K -148 -0.3%
Capstone Investment Advisors
212
Capstone Investment Advisors
New York
$6.75M +$2.43M +17,697 +56%
BSW
213
Buckingham Strategic Wealth
Missouri
$6.64M +$1.1M +7,977 +20%
PFP
214
Pinnacle Financial Partners
Tennessee
$6.46M +$131K +951 +2%
PFA
215
Pure Financial Advisors
California
$6.4M -$405K -2,944 -6%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.29M +$6.29M +45,749 New
GWM
217
Geneos Wealth Management
Colorado
$6.27M +$974 +7 +0%
FRA
218
Frank Rimerman Advisors
California
$6.19M +$6.19M +45,000 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$6.13M +$124K +902 +2%
BC
220
Bartlett & Co
Ohio
$6.13M +$124K +902 +2%
KPWG
221
KFA Private Wealth Group
Virginia
$6.1M +$8.93K +65 +0.1%
FZCM
222
Flynn Zito Capital Management
New York
$6.1M +$6.1M +44,409 New
UAS
223
United Asset Strategies
New York
$6.07M +$232K +1,685 +4%
AF
224
Advisornet Financial
Minnesota
$6.04M +$41.8K +304 +0.7%
SWM
225
Soundmark Wealth Management
Washington
$5.97M +$1.65K +12 +0%
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