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iShares S&P 500 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
276
Csenge Advisory Group
Florida
$4.8M -$544K -3,492 -10%
PAS
277
Park Avenue Securities
New York
$4.78M +$192K +1,236 +4%
WB
278
WesBanco Bank
West Virginia
$4.7M +$154K +992 +3%
PL
279
Polianta Ltd
Jersey
$4.69M +$4.69M +30,100 New
RB
280
Renasant Bank
Mississippi
$4.69M -$5.14K -33 -0.1%
WP
281
WealthSource Partners
California
$4.62M +$1.33M +8,538 +40%
ZIG
282
Zurich Insurance Group
Switzerland
$4.62M +$1.1M +7,040 +31%
WA
283
Wealth Alliance
New York
$4.55M -$1.17M -7,496 -20%
SCM
284
SCS Capital Management
Massachusetts
$4.55M +$3.54M +22,720 +351%
SC
285
Savant Capital
Illinois
$4.54M +$26.2K +168 +0.6%
JHCP
286
Jackson Hole Capital Partners
Oklahoma
$4.46M +$121K +777 +3%
LFAS
287
Level Four Advisory Services
Texas
$4.41M +$62.4K +401 +1%
Brown Advisory
288
Brown Advisory
Maryland
$4.38M -$558K -3,582 -11%
HGWM
289
Harvest Group Wealth Management
Massachusetts
$4.38M +$4.38M +28,120 New
HCM
290
Hudson Capital Management
New Jersey
$4.35M +$430K +2,763 +11%
SS
291
Sunbelt Securities
Texas
$4.33M +$557K +3,527 +15%
KP
292
Keel Point
Alabama
$4.31M -$1.54M -9,885 -26%
HSA
293
HBK Sorce Advisory
Pennsylvania
$4.26M +$2.47M +15,886 +138%
CA
294
Clearstead Advisors
Ohio
$4.24M +$136K +874 +3%
SIA
295
Stegner Investment Associates
Kentucky
$4.19M -$432K -2,773 -9%
SFP
296
Sterling Financial Planning
New Jersey
$4.17M -$14K -90 -0.3%
ABC
297
Associated Banc-Corp
Wisconsin
$4.15M +$472K +3,031 +13%
WCP
298
Wick Capital Partners
Pennsylvania
$4.14M +$255K +1,637 +7%
APA
299
American Portfolios Advisors
New York
$4.07M +$1.08M +6,955 +36%
NB
300
Nicolet Bankshares
Wisconsin
$4.04M