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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.

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
1
US Bancorp
Minnesota
$155M
2
AWM
2
Avitas Wealth Management
California
$18.4M
3
BMM
3
Berkshire Money Management
Massachusetts
$23.1M
4
KAS
4
Kestra Advisory Services
Texas
$29.8M
5
WIM
5
WealthPlan Investment Management
Nebraska
$12.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.58B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
BFG
3
Barber Financial Group
Kansas
$1.54M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$36.9M
5
Lido Advisors
5
Lido Advisors
California
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.58B 20,106,286 -2,228,735 -10%
Morgan Stanley
2
Morgan Stanley
New York
$1.5B 11,661,404 -2,100 -0%
Wells Fargo
3
Wells Fargo
California
$1.15B 8,938,440 -289,782 -3%
Bank of America
4
Bank of America
North Carolina
$905M 7,043,330 -728 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$755M 5,872,868 +96,803 +2%
UBS Group
6
UBS Group
Switzerland
$426M 3,317,267 -152,687 -4%
Goldman Sachs
7
Goldman Sachs
New York
$415M 3,230,158 +7,225 +0.2%
Stifel Financial
8
Stifel Financial
Missouri
$321M 2,500,377 -145,417 -5%
Ameriprise
9
Ameriprise
Minnesota
$311M 2,469,093 +58,893 +2%
LPL Financial
10
LPL Financial
California
$234M 1,820,739 -195,189 -10%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$173M 1,348,558 +46,296 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$173M 1,344,777 -32,941 -2%
US Bancorp
13
US Bancorp
Minnesota
$155M 1,207,597 +165,942 +16%
M&T Bank
14
M&T Bank
New York
$149M 1,159,299 +23,124 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$146M 1,139,219 -52,216 -4%
Mariner
16
Mariner
Kansas
$143M 1,115,356 -16,480 -1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$126M 978,391 -20,085 -2%
HNB
18
Huntington National Bank
Ohio
– – – –
Lido Advisors
19
Lido Advisors
California
$108M 838,941 -307,186 -27%
RJA
20
Raymond James & Associates
Florida
$102M 790,352 -26,242 -3%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$100M 778,988 -35,671 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$94.8M 737,612 -15,301 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$78.5M 610,598 +39,205 +7%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$75.2M 585,384 +4,679 +0.8%
LI
25
LVZ Inc
Michigan
$74.7M 580,902 -14,210 -2%
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