IVE icon

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 %
GVAG
326
Great Valley Advisor Group
Delaware
$3.27M +$622K +3,995 +23%
GG
327
GenWealth Group
New Jersey
$3.21M -$101K -649 -3%
LB
328
Leo Brokerage
Texas
$3.21M +$3.21M +20,581 New
SCM
329
Stordahl Capital Management
Colorado
$3.19M +$1.09K +7 +0%
ELC
330
Edgar Lomax Company
Virginia
$3.17M
DWT
331
Dorsey & Whitney Trust
South Dakota
$3.17M +$410K +2,633 +15%
HH
332
Hilltop Holdings
Texas
$3.13M +$3.13M +20,065 New
PP
333
Paloma Partners
Connecticut
$3.12M -$97.3K -625 -3%
AWM
334
Avior Wealth Management
Nebraska
$3.11M -$781K -5,015 -20%
MFG
335
Magnus Financial Group
New York
$3.08M +$858K +5,513 +39%
SCA
336
St. Clair Advisors
Ohio
$3.01M
WFAG
337
Wescott Financial Advisory Group
Pennsylvania
$3M +$1.13M +7,228 +60%
BCM
338
BTC Capital Management
Iowa
$2.96M
SWA
339
Sax Wealth Advisors
New Jersey
$2.96M +$41.6K +267 +1%
FTUS
340
Flow Traders U.S.
New York
$2.94M -$8.14M -52,254 -73%
TC
341
Trilogy Capital
California
$2.91M -$27.7K -178 -0.9%
AllianceBernstein
342
AllianceBernstein
Tennessee
$2.91M +$88K +565 +3%
AWP
343
Ascent Wealth Partners
New York
$2.89M +$583K +3,746 +25%
PPA
344
Parametric Portfolio Associates
Washington
$2.87M +$755K +4,848 +36%
MFC
345
Morris Financial Concepts
South Carolina
$2.85M -$53.6K -344 -2%
AAS
346
Ameritas Advisory Services
Nebraska
$2.84M +$777K +4,990 +38%
GRP
347
Global Retirement Partners
California
$2.84M +$2.84M +19,442 New
Natixis Advisors
348
Natixis Advisors
Massachusetts
$2.84M -$11M -70,556 -79%
SCM
349
SOL Capital Management
Maryland
$2.75M
SIA
350
Schechter Investment Advisors
Michigan
$2.75M