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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 %
ATPW
351
Ashton Thomas Private Wealth
Arizona
$2.75M +$227K +1,457 +9%
TF
352
TIAA FSB
Florida
$2.7M -$87K -559 -3%
SPIA
353
Steward Partners Investment Advisory
New York
$2.64M +$80.8K +519 +3%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$2.6M +$905K +5,812 +53%
AAP
355
Arax Advisory Partners
Colorado
$2.56M +$2.02M +12,958 +370%
KFAA
356
Klaas Financial Asset Advisors
Illinois
$2.53M +$122K +781 +5%
MA
357
Mutual Advisors
Nebraska
$2.53M -$327K -2,103 -11%
CI
358
Conning Inc
Connecticut
$2.49M +$1.65M +10,570 +195%
First Manhattan
359
First Manhattan
New York
$2.48M +$13.2K +85 +0.5%
OCM
360
Objective Capital Management
Ohio
$2.44M +$50.6K +325 +2%
RIS
361
Retirement Income Solutions
Michigan
$2.4M +$229K +1,473 +11%
TRIA
362
Trail Ridge Investment Advisors
Colorado
$2.4M +$445K +2,858 +23%
EDRIA
363
Edmonds Duncan Registered Investment Advisors
Kansas
$2.39M +$105K +674 +5%
BOH
364
Bank of Hawaii
Hawaii
$2.38M -$10.6K -68 -0.4%
BIA
365
Benchmark Investment Advisors
Illinois
$2.35M +$249K +1,597 +12%
WCF
366
West Coast Financial
California
$2.34M +$220K +1,410 +10%
GT
367
Glenview Trust
Kentucky
$2.33M +$590K +3,785 +34%
ACM
368
AlphaStar Capital Management
North Carolina
$2.33M +$2.33M +14,960 New
PCMU
369
Paragon Capital Management (Utah)
Utah
$2.3M -$22K -141 -0.9%
SCG
370
Sonata Capital Group
Washington
$2.29M +$467 +3 +0%
SFA
371
Sequoia Financial Advisors
Ohio
$2.29M +$692K +4,442 +43%
CCB
372
Country Club Bank
Missouri
$2.27M +$2.27M +14,385 New
TFA
373
Tobias Financial Advisors
Florida
$2.27M +$2.27M +14,559 New
OC
374
Oppenheimer & Co
New York
$2.26M +$321K +2,058 +17%
FFMBT
375
First Farmers & Merchants Bank Trust
Tennessee
$2.25M +$232K +1,491 +11%