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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 %
VPIM
301
Vanguard Personalized Indexing Management
California
$3.53M
PIM
302
Parker Investment Management
California
$3.5M -$644K -4,113 -16%
AWM
303
Apollon Wealth Management
South Carolina
$3.46M +$1.95M +12,470 +129%
CWA
304
Clarus Wealth Advisors
Arizona
$3.46M +$139K +873 +4%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$3.45M +$612K +3,908 +22%
ZIG
306
Zurich Insurance Group
Switzerland
$3.44M -$322K -2,120 -9%
CAM
307
Cresset Asset Management
Illinois
$3.37M +$349K +2,230 +12%
AL
308
ACAS LLC
California
$3.36M -$31.6K -202 -0.9%
GG
309
GenWealth Group
New Jersey
$3.33M -$166K -1,057 -5%
FCBT
310
First Citizens Bank & Trust
North Carolina
$3.32M +$315K +2,009 +10%
NFG
311
Nations Financial Group
Iowa
$3.31M +$555K +3,541 +20%
WP
312
WealthSource Partners
California
$3.31M +$999K +6,379 +43%
HI
313
Harbour Investments
Wisconsin
$3.3M -$56.4M -360,236 -94%
GB
314
Gunma Bank
Japan
$3.29M
NA
315
NewEdge Advisors
Louisiana
$3.27M +$2.41M +15,372 +280%
SB
316
Simmons Bank
Arkansas
$3.24M +$1.1M +7,019 +51%
PP
317
Paloma Partners
Connecticut
$3.24M +$3.24M +20,686 New
BFS
318
Bradley Foster & Sargent
Connecticut
$3.23M +$3.23M +20,620 New
SCM
319
Stordahl Capital Management
Colorado
$3.21M -$17.1K -109 -0.5%
ELC
320
Edgar Lomax Company
Virginia
$3.19M +$21.8K +139 +0.7%
HCA
321
Heck Capital Advisors
Wisconsin
$3.11M +$448K +2,862 +17%
FFN
322
Focus Financial Network
Minnesota
$3.04M -$27.3K -174 -0.9%
SCA
323
St. Clair Advisors
Ohio
$3.03M
APA
324
American Portfolios Advisors
New York
$3M +$1.11M +7,072 +58%
BCM
325
BTC Capital Management
Iowa
$2.98M