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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 %
AIM
401
Alhambra Investment Management
Florida
$1.98M +$336K +2,158 +20%
MA
402
MBA Advisors
Pennsylvania
$1.97M -$5.45K -35 -0.3%
TPWA
403
TRUE Private Wealth Advisors
Oregon
$1.97M +$214K +1,402 +12%
JF
404
JSF Financial
California
$1.97M +$1.32M +8,488 +205%
SIC
405
Salem Investment Counselors
North Carolina
$1.95M +$1.09M +7,000 +126%
BMCM
406
Bryn Mawr Capital Management
Pennsylvania
$1.94M +$77.5K +498 +4%
HCA
407
Heck Capital Advisors
Wisconsin
$1.93M -$1.17M -7,502 -38%
AWM
408
Apollon Wealth Management
South Carolina
$1.9M -$1.54M -9,884 -45%
WFA
409
Wellspring Financial Advisors
Ohio
$1.89M +$3.43K +22 +0.2%
Deutsche Bank
410
Deutsche Bank
Germany
$1.88M +$510K +3,275 +37%
RWG
411
Regal Wealth Group
California
$1.87M -$3.11K -20 -0.2%
LSPW
412
Lake Street Private Wealth
Illinois
$1.86M +$540K +3,467 +41%
RhumbLine Advisers
413
RhumbLine Advisers
Massachusetts
$1.86M
AWE
414
Avidian Wealth Enterprises
Texas
$1.86M +$256K +1,647 +16%
GPWA
415
Great Point Wealth Advisors
Massachusetts
$1.84M
EWM
416
EPG Wealth Management
Georgia
$1.83M +$710K +4,559 +63%
ACK
417
Andrew C. Karlinski
$1.79M -$38.5K -247 -2%
WP
418
WMS Partners
Maryland
$1.79M -$60.6K -389 -3%
PBO
419
Peoples Bank (Ohio)
Ohio
$1.79M +$252K +1,620 +16%
NL
420
NWAM LLC
Washington
$1.76M +$48.8K +313 +3%
WCM
421
WealthBridge Capital Management
Ohio
$1.75M -$64.5K -414 -4%
PCIG
422
Partners Capital Investment Group
Massachusetts
$1.74M +$1.74M +11,173 New
FWP
423
Falcon Wealth Planning
California
$1.74M +$26.2K +168 +2%
MFT
424
Moisand Fitzgerald Tamayo
Florida
$1.71M -$196K -1,260 -10%
RBC
425
Roble Belko & Company
Pennsylvania
$1.7M