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iShares S&P 500 Value ETF

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
226
Anson Capital
Georgia
$6.25M +$6.25M +42,962 New
FMP
227
Financial Management Professionals
Texas
$6.14M +$131K +836 +2%
PFG
228
Pacific Financial Group
Washington
$6.14M +$359K +2,261 +6%
Squarepoint
229
Squarepoint
New York
$6.07M -$590K -3,764 -9%
FWP
230
FAS Wealth Partners
Kansas
$6.03M +$43.7K +279 +0.7%
SIA
231
Soltis Investment Advisors
Utah
$6.03M +$118K +751 +2%
NFG
232
Next Financial Group
Texas
$6.01M -$244K -1,555 -4%
B
233
Bailard
California
$6M -$140K -895 -2%
AF
234
Allworth Financial
California
$5.96M -$518K -3,305 -8%
EWA
235
EP Wealth Advisors
California
$5.93M -$213K -1,361 -3%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$5.89M -$1.92M -6,500 -25%
KP
237
Keel Point
Alabama
$5.88M -$451K -2,881 -7%
HWA
238
Hilltop Wealth Advisors
North Carolina
$5.88M +$43.2K +276 +0.7%
BOTW
239
Bank of the West
California
$5.77M -$24.3K -155 -0.4%
WA
240
Wealth Alliance
New York
$5.75M +$317K +2,025 +6%
TIM
241
Tortoise Investment Management
New York
$5.74M +$905K +5,778 +19%
FNBT
242
FineMark National Bank & Trust
Florida
$5.7M +$630K +4,024 +12%
CI
243
CX Institutional
Indiana
$5.67M +$718K +4,584 +15%
ST
244
Smithfield Trust
Pennsylvania
$5.51M -$78.9K -504 -1%
FTS
245
Fifth Third Securities
Ohio
$5.4M +$165K +1,053 +3%
TCM
246
Telos Capital Management
California
$5.34M +$149K +954 +3%
AP
247
Arlington Partners
Alabama
$5.3M +$1.81M +11,559 +52%
GLLW
248
Graves Light Lenhart Wealth
Virginia
$5.28M +$449K +2,866 +9%
TCB
249
Texas Capital Bancshares
Texas
$5.19M -$728K -4,650 -12%
SF
250
Synovus Financial
Georgia
$5.18M +$339K +2,165 +7%