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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 %
TA
301
TrueWealth Advisors
Alabama
$3.98M
PB
302
Pinnacle Bancorp
Nebraska
$3.97M +$631 +4 +0%
FCBT
303
First Citizens Bank & Trust
North Carolina
$3.95M +$649K +4,165 +20%
WANY
304
Wealthspire Advisors (New York)
New York
$3.87M +$29.3K +188 +0.8%
MSWMA
305
Market Street Wealth Management Advisors
Indiana
$3.84M -$75.5K -485 -2%
WAL
306
W Advisors LLC
Tennessee
$3.81M +$57.5K +369 +2%
AWS
307
AJ Wealth Strategies
New York
$3.8M +$17.1K +110 +0.5%
PA
308
Procyon Advisors
Connecticut
$3.79M -$268K -1,724 -7%
CAM
309
Cresset Asset Management
Illinois
$3.73M +$386K +2,480 +12%
IP
310
Investment Partners
Ohio
$3.72M
EWM
311
Evercore Wealth Management
New York
$3.71M -$26.9K -173 -0.7%
GSWM
312
Greenup Street Wealth Management
Michigan
$3.68M +$2.21M +14,223 +151%
NA
313
NewEdge Advisors
Louisiana
$3.62M +$372K +2,387 +11%
SHA
314
Seneca House Advisors
Virginia
$3.62M +$35.4K +227 +1%
PP
315
Palladium Partners
Virginia
$3.54M -$53.9K -346 -1%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$3.53M +$100K +643 +3%
PFS
317
Prospera Financial Services
Texas
$3.52M +$1.91M +12,294 +120%
VPIM
318
Vanguard Personalized Indexing Management
California
$3.51M
SHIM
319
Stone House Investment Management
Pennsylvania
$3.5M -$2.83M -18,170 -45%
SB
320
Simmons Bank
Arkansas
$3.49M +$269K +1,725 +8%
COCM
321
Charter Oak Capital Management
New Hampshire
$3.44M +$893K +5,735 +35%
CWA
322
Clarus Wealth Advisors
Arizona
$3.4M +$13.2K +85 +0.4%
PWP
323
Personal Wealth Partners
Minnesota
$3.36M -$178K -1,142 -5%
NFG
324
Nations Financial Group
Iowa
$3.3M +$4.83K +31 +0.1%
AL
325
ACAS LLC
California
$3.27M -$67.1K -431 -2%