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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 %
PA
276
Procyon Advisors
Connecticut
$4.08M -$186K -1,188 -4%
NB
277
Nicolet Bankshares
Wisconsin
$4.06M -$11.1K -71 -0.3%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$4.03M +$24.1K +154 +0.6%
RSWM
279
Robertson Stephens Wealth Management
California
$4M +$237K +1,511 +6%
TA
280
TrueWealth Advisors
Alabama
$3.98M +$44.5K +284 +1%
PB
281
Pinnacle Bancorp
Nebraska
$3.94M +$627 +4 +0%
MSWMA
282
Market Street Wealth Management Advisors
Indiana
$3.93M -$110K -703 -3%
AWM
283
Avior Wealth Management
Nebraska
$3.91M -$198K -1,264 -5%
WCP
284
Wick Capital Partners
Pennsylvania
$3.91M +$3.91M +24,961 New
WANY
285
Wealthspire Advisors (New York)
New York
$3.87M -$148K -947 -4%
QCM
286
Quest Capital Management
Texas
$3.85M +$26.8K +171 +0.7%
AWS
287
AJ Wealth Strategies
New York
$3.81M +$1.63M +10,389 +75%
MYIA
288
Mount Yale Investment Advisors
Colorado
$3.8M +$3.36M +21,469 +772%
WAL
289
W Advisors LLC
Tennessee
$3.78M +$3.78M +24,112 New
EWM
290
Evercore Wealth Management
New York
$3.76M -$51.4K -328 -1%
IP
291
Investment Partners
Ohio
$3.74M +$10K +64 +0.3%
SS
292
Sunbelt Securities
Texas
$3.72M +$633K +4,075 +21%
ABC
293
Associated Banc-Corp
Wisconsin
$3.7M +$377K +2,405 +11%
CIBC World Market
294
CIBC World Market
Ontario, Canada
$3.69M +$2.29M +14,636 +165%
FMWA
295
Forvis Mazars Wealth Advisors
Missouri
$3.67M +$419K +2,673 +13%
PP
296
Palladium Partners
Virginia
$3.61M +$35.7K +228 +1%
WP
297
WealthShield Partners
North Carolina
$3.61M +$3.61M +23,061 New
SHA
298
Seneca House Advisors
Virginia
$3.6M -$69.5K -444 -2%
BCM
299
Brookstone Capital Management
Illinois
$3.6M +$181K +1,144 +5%
PWP
300
Personal Wealth Partners
Minnesota
$3.56M -$456K -2,912 -11%