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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 %
KBFS
426
Kohmann Bosshard Financial Services
Ohio
$1.7M
MWM
427
Mattern Wealth Management
Kansas
$1.7M -$26.3K -169 -2%
AWA
428
Aaron Wealth Advisors
Illinois
$1.68M +$1.67M +260,371 +16,798%
MWM
429
Marietta Wealth Management
Georgia
$1.67M +$4.52K +29 +0.3%
IAG
430
Investment Advisory Group
Massachusetts
$1.65M +$16.1K +103 +1%
PA
431
PSI Advisors
Florida
$1.62M -$3.89K -25 -0.2%
William Blair & Company
432
William Blair & Company
Illinois
$1.6M +$231K +1,485 +17%
SCA
433
Southern Capital Advisors
Tennessee
$1.59M +$166K +1,064 +12%
HW
434
Hancock Whitney
Mississippi
$1.59M -$705K -4,526 -31%
TFF
435
The Family Firm
Maryland
$1.58M +$7.01K +45 +0.4%
BP
436
Ballentine Partners
Massachusetts
$1.57M +$20.7K +133 +1%
FFM
437
Forum Financial Management
Illinois
$1.57M +$146K +935 +10%
WP
438
WealthShield Partners
North Carolina
$1.56M -$2.03M -13,016 -56%
DBIA
439
Dumont & Blake Investment Advisors
New Jersey
$1.56M +$1.56M +10,034 New
SAM
440
Silvercrest Asset Management
New York
$1.54M -$3.89K -25 -0.3%
PIMG
441
Patriot Investment Management Group
Tennessee
$1.54M +$22.4K +144 +1%
WPW
442
Waldron Private Wealth
Pennsylvania
$1.52M
MBT
443
Montecito Bank & Trust
California
$1.51M +$230K +1,479 +18%
LNC
444
Lincoln National Corp
Pennsylvania
$1.5M +$211K +1,357 +16%
ANTB
445
AMG National Trust Bank
Colorado
$1.5M
RJT
446
Raymond James Trust
Florida
$1.5M +$309K +1,986 +26%
EWM
447
Endurance Wealth Management
Rhode Island
$1.5M -$29.6K -190 -2%
WS
448
Wedbush Securities
California
$1.5M +$314K +2,019 +27%
OFG
449
Oxford Financial Group
Indiana
$1.49M -$10.6K -68 -0.7%
RA
450
Rational Advisors
New York
$1.48M +$1.48M +9,518 New