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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 %
GCM
376
Gables Capital Management
Florida
$2.24M
Prudential Financial
377
Prudential Financial
New Jersey
$2.24M +$704K +4,523 +46%
APP
378
Avantax Planning Partners
Iowa
$2.22M +$136K +871 +6%
IA
379
IFP Advisors
Florida
$2.19M +$268K +2,402 +14%
IWC
380
Integrated Wealth Concepts
Massachusetts
$2.18M +$733K +4,705 +51%
FA
381
Flagstar Advisors
New York
$2.17M +$150K +966 +7%
Principal Financial Group
382
Principal Financial Group
Iowa
$2.16M +$2.16M +13,894 New
USAA
383
United Services Automobile Association
Texas
$2.15M +$2.09M +363,093 +3,210%
TWM
384
Tolleson Wealth Management
Texas
$2.14M
BA
385
Bristlecone Advisors
Washington
$2.14M +$227K +1,458 +12%
MCA
386
MSH Capital Advisors
Arizona
$2.13M -$16K -103 -0.7%
CS
387
Credit Suisse
Switzerland
$2.12M +$719K +4,617 +51%
NEWAS
388
N.E.W. Advisory Services
Wisconsin
$2.11M +$736K +5,213 +53%
GSEP
389
Golden State Equity Partners
California
$2.11M -$225K -1,443 -10%
DADC
390
D.A. Davidson & Co
Montana
$2.11M +$19.5K +125 +0.9%
WDG
391
Wealth Dimensions Group
Ohio
$2.1M -$10.3K -66 -0.5%
TWP
392
Total Wealth Planning
Ohio
$2.09M +$480K +3,083 +30%
EIP
393
Ellis Investment Partners
Pennsylvania
$2.08M -$9.66K -62 -0.5%
Franklin Resources
394
Franklin Resources
California
$2.08M +$268K +1,719 +15%
IUHSA
395
Itau Unibanco Holding S.A.
Brazil
$2.06M -$2.53M -16,275 -55%
CFGS
396
Concourse Financial Group Securities
Alabama
$2.05M +$182K +1,167 +10%
CWM
397
Cahaba Wealth Management
Georgia
$2.04M -$205K -1,388 -9%
CA
398
CoreCap Advisors
Michigan
$2.04M +$1.65M +10,574 +419%
FFN
399
Focus Financial Network
Minnesota
$2.04M -$978K -6,279 -32%
VFA
400
Valeo Financial Advisors
Indiana
$1.99M +$84.6K +543 +4%